Support CenterHow do I modify existing preparer information for use on the tax return using SureFire?
🔍 How do I modify existing preparer information for use on the tax return using SureFire?
The Preparer Information screen in Setup Assistant allows you to enter ERO/Preparer Information to be displayed on the Main Information Sheet or Form 8879 for 1040 returns.
You must be logged in as the Admin user to access the Setup Assistant.
What is SureFire Setup Assistant?
⚠️ Before You Begin
You must be logged in as the Admin user to access the Setup Assistant.
📊 Step-by-Step Guide
Step 1: Select the preparer you want to modify
Select the preparer you want to modify.
Step 2: Click View/Edit
Click the View/Edit button.
Step 3: Update the information and save
Change any necessary information and click OK.
Step 4: (Optional) Set default preparer and default ERO
SureFire allows you to select a default preparer and default ERO.
To do this, click the drop-down list below Default Preparer and/or Default ERO and select the one you want to be entered on your Tax Form Defaults.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: federal,form