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How do I make multiple e-files at once in SureFire?

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📊 Step-by-Step Guide

Step 1: Open Make e-files

Use this to start the process for creating e-files for multiple returns.

Click Tools Make e-files or use the keyboard shortcut Ctrl+M.

Note: SureFire will open the Making Efiles window. SureFire will only display the appropriate type of returns based on which package you are using.

Step 2: Choose the user

Use this to select whose returns you want to create e-files for.

Select the user name for which you would like to create e-files, or select View All Users from the User Name drop-down list.

Step 3: Select the returns

Use this to choose which returns will have e-files created.

Select the returns for which you want to make e-files. You can do this by doing any of the following:

• Scrolling through the list and individually selecting the desired files.
• Clicking the Select All button to make an e-file for every return.
• Searching for a specific Social Security Number/Taxpayer Identification Number by typing it in the SSN/TIN box.

Step 4: Run diagnostics and create e-files

Use this to let SureFire check each return and generate the e-file when eligible.

Notes:

• SureFire will run Diagnostics on each return and, if the return has no e-filing errors, it will create the e-file.
• If there are errors in any returns, SureFire displays a Status window indicating how many returns for which an e-file was not created. Click OK to continue.

Step 5: Review diagnostic results

Use this to see which returns failed and why.

SureFire displays the Diagnostic Results window. Returns in which there are errors are displayed first. To view other returns, click the Next Entry button or scroll through the reports using the scroll bar. Each return has a diagnostic results report.

Notes:

• A line above the text Electronic Filing Errors indicates the start of a report on a different return.
• If a return has errors, the message "Errors found. Could not create IRS electronic return."" appears in red just above the SSN for the return.
• If a return has no electronic filing errors you will see the message ""IRS electronic return is created and stored on disk"" in blue just above the SSN for the return.

Step 6: Close the window

Use this to finish reviewing results.

To close this window

Tags: install,setup