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Creating Multiple e-Files

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📊 Step-by-Step Guide

Step 1: Open the Batch Utility

Access the batch e-file creation tool from the main menu.

Navigate to the Tools menu and select Make e-Files from the drop-down list.

Step 2: Select Returns

Choose which returns you are ready to prepare for electronic filing.

In the Making e-Files window that appears, check the boxes for all the returns you wish to process, then click OK.

Step 3: Review Diagnostics

SureFire will automatically scan each selected return for errors.

Diagnostics will run on every selected return. If a return has errors, an e-file will not be created, and the reason will be displayed in the report. You must open those specific returns and resolve the issues before they can be batch-processed again.

Step 4: Transmit Returns

Once created, returns are ready to be sent to the IRS.

Once diagnostics are complete and e-files are successfully created, the returns will appear in the Send Returns window. From there, you can transmit them as you normally would by clicking the Send button.

Tags: install