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Changing User Permissions or Unlocking New User Account Login under the ADMIN username and then go to Tools > Utility/Setup Options On the Utility Window, go to Setup > Setup Assistant On the Setup Assistant, on the left-hand side going down look for Users and Groups Now find the Username you want to unlock or change the Permissions/Password for. After you highlight the user you want to edit, click on view/edit. From that screen you can change password, unlock the account, and/or the user group permissions for that user.  

First, make sure you are logged in as the ADMIN, or the user you wish to see returns for Next, you will want to go under Tools > Utility/Setup Next, you want to go under File > Return Explorer Now that you have the return explorer open, any user you are trying to see returns under. You can change package on the bottom left corner where it says [Show] Then select whatever returns you want to use on the right-hand side (note - standard windows multi-select is enabled in this window) Then, on the bottom left select the action you wish to perform.

Message Received: "(235) Current check printing control file is not installed. Please reinstall the current year SureFire software." when printing checks in SureFire.To resolve, the SureFire installation will need to be repaired allowing the current dll's to be re-registered and installed.  This can be done by going into Control Panel and finding and clicking the Installation then selecting Repair.

our client's Form 1040 e-file was rejected citing the following: Software ID in the Return Header must have passed testing for the form family and TaxYr., /efile:Return/efile:ReturnHeader/efile:SoftwareId Value: ####### To resolve the rejection, do the following: Browse to ?:\UTS16\Control\Mef\Schema (where ? is the drive TaxWise is installed on). Locate and delete the following files: 1040.mefsf 1040.mefsm Uninstall the 1040 module. For additional information, see our solution on How to uninstall a module in SureFire®. Download and reinstall the 1040 module. For additional information, see our solution on How to download updates through the Tax Software. Create the e-file and resubmit / transmit.

How do I print proof of submitting a return?You can do this easily by opening the tax return and going under Tools > Return Status > Print  

Go to http://support.taxwise.com  *NOTE - If you don't know this information, you will need to make sure to log into http://surefiretaxsoftware.com and after you have logged in at the top you will need to click Get Help > Reset Admin Online Password* Click on Product Updates under the Preparer Solutions section. Log in with your Client ID, username, and password if you are prompted to.*NOTE - If you don't know this information, you will need to make sure to log into http://surefiretaxsoftware.com and after you have logged in at the top you will need to click Get Help > Reset Admin Online Password* Click the State Updates link in the upper-right corner. Click the Add a State link. Click the Add states to my package link. Select the states you wish to add to your software Once you have completed all this, wait about 10 minutes then in the Software go to Communications > Get PROGRAM UPDATES AND ALSO Communications > Get MODULE Updates... You must do BOTH of these!!     How do I download the program, state, federal, and business updates for my Installed Tax Software? Anytime you need updates, simply do the following: Click on [Communications] at the top Next, click [Get Program Updates] Next, click [Get Program Module Updates]  

For the instructions below, when you see XX this means the last 2 digits of the tax year. For example, if it says "UTSXX" for 2015 it would be "UTS15" Please follow these steps in order to do a "rename reinstall" to help fix any installation software issues. These steps must be done on the main computer where all the data is located, and where the software was first installed to. Locate UTSXX from your C:\ Drive and rename it to UTSXXOLD (for example 2015 would be UTS15OLD) Now go into your Control Panel and access "Programs and Features" to uninstall the program. Locate and uninstall the software version you are trying to uninstall (for example 2015 would be Sure-Fire 2015 on C Drive) You will be prompted to restart your computer after uninstalling, you shouldn't have to restart your computer however you can if needed. After uninstalling the program you will need to go back into your C:\ Drive and locate the UTSXXOLD folder and rename it back to UTSXX (for example if it was UTS15OLD, you would rename it to UTS15) After renaming the folder back to UTSXX, go inside the folder and locate the folder TWTECH and run the "setup.exe" (application file) Simply follow the prompts, if asked to create a workstation number use any number between 101 and 998. If this is a network (more than 1 computer on the network using the software) make sure to chose a number for a different computer, make sure this computer number is unique and not the same as any other workstation on your network. If you're unsure, use a number like 333 or some random number. After completed we would recommend restarting your computer before trying to load the software. Your software should now be fully operational.

When you get a message saying: Tw has stopped working, what you need to do is a rename reinstall. First go to your c drive locate the utsfolder with the year your having issues with change the uts folder with the year you have an issue with example uts15 change it to uts utsold then go to control panel uninstall the year your having issues with then go back into your c drive locate the folder that you change to old remove the letters old to where it just says uts and the year go into the folder go to twtec and run the set up make sure your all up to date. 

For resetting the admin in the 2017 software, when your account is locked or you forgot your password, you will want to login in with the wrong information 4 times. On the fith try you will get a prompt that should look like this. Simply click yes and it will take you to the next screen. After clicking yes, you will be prompted with the admin password reset screen which will look like this. If you are unsure of this information or simply don't have it, login to the Sure Fire website at http://surefiretaxsoftware.com to get the information needed for reset. Once logged in you should be at the "dashboard". On this screen, on the top click on where it says Products > My Products then you will see your information needed for the password reset. Such as the Client ID, EFIN, and Registration Code. Once you get all of your information, type it into the password reset and hit enter.  If you can't click the Reset Password button, try clicking into the Client ID box, this sometimes happens if you copy 'n paste the registration code. Then you will go back to the main screen and simply click LOGIN without entering a password and you will be prompted to change your password.

After downloading the software you want to go ahead and run the setup. After you run the setup it should pull a screen up that looks like this. Go ahead and put your EFIN in followed by the registration code. Once you have the reg. code in you will click validate code. There should be sentence that says " You have succesfully validated your registration code." Then click next. On the next screen you will get the options to setup a new install or to use last years data.For a new install just select the new install and click next. For prior year users please scroll to the next image. For recurring customers go ahead and click "use last year's configuration data." Then click "load configuration settings ." Once completed hit the next button. You can click the down load button then click next. On the next screen you want to fill out all of your office information.As far as the signature/tax help login goes, only fill out this information if you are certain it is correct. You also want to skip this information if your are not sure the information is correct, then hit next. At this screen you can add preparers that will appear as default when running the program. This information can be added and changed in the software. This is for printing purposes and should be auto filled without the need for manual changes On this screen is the genereal options setting. DO NOT check the box labeled "enable screen reader for visually impaired" This setting is for the blind and will only make thinga harder to read if you are not mostly blind. This screen is for carrying forward of prior year returns. Click the carry forward button then hit next when complete.Also check the save as workstation default box. This will help if we ever need to setup a network install Once the carry forward is done the next button will be lit up. At this point you want to save and close the setup install. After closing it will launch the program and you will see a screen like this. Simply login without a password and it will prompt you to create one. Here is where you create the password and then click ok. This is where the prior year users will be if you carried forward your info. Simply choose the ones you need and click ok. Click on guest login and click view/edit to setup the password for the guest account just like we did for the admin.    

First download and install the Tax Software for each of the UTS folders (For example for UTS12 install 2012 Tax Software on new computer, for UTS13 install 2013 Tax Software etc..) Once you fully installed the software on the new computer, make sure to fully update the software by doing Communications > Get Program Updates and Communications > Get Module Updates You will then need to copy and override the "Users" folder from each of the old UTS folder's (that has the tax data) into the New UTS folder that is on the new computer. *Note - Before moving any further make sure you have created Usernames for each Username that was created in the other UTS versions your copying the data from.  For example, in the old UTS/USERS folder, if you had a folder named 'John' then in the new Tax Software for that year, you need to create that Username so that when you repair the database, the returns will populate. Once you have done this, inside the UTS folder you will see a file called "dbrepair" you need to run this file and check the box "populate DB from returns."

First thing will be to login with the admin username. The next step would be to fo to tools>edit tax form defaults. Once you select edit tax form defaults, it will pull up a screen with a yellow backround to show that you are editing the defaults. From there you want to pick the appropriate tax form you wish to edit and click ok.  After that you should get a prompt. Just click ok. Now it should look like you are in a return with the backround still yellow. At the top left of the return you want to click add form / display form list. Once in this screen you will want to "look for" or search for the price sheet. Simply type in price and it will find the sheet you are looking for. Next double click on the price sheet. Now that you are in the price sheet you can change the pricing for all returns done under a certain user group. For example i changed the price of all 1040 returns to be $100. So every 1040 return done by one of these users will have the $100 dollar fee. *Note that this can be done on a per return basis. This comes in handy when doing an employee or family members taxes because you may not want to charge them normal pricing. When finished making changes to the Price sheet, you can now move on to the 8879 by adding that form on the top left corner again like you did on the Main Info sheet Simply double click on the form and it will open for you to edit. Once in this screen the main thing you want to do is add your efin .  On the lower part of this screen you will want to add the ERO information. This is to prevent wasting time by adding this to every return.

Acknowledgment error message: "Unable to process selected acknowledgments. Database record was not found for the selected acknowledgment(s). Acknowledgment will remain available until database record is received." Solution: This error message happens when the acknowledgment received is for a return that doesn't exist in your software.  This is why it says "Database record was not found for the selected acknowledgment" This usually happens when you have the software installed on more than one computer and your trying to process an acknowledgment for a return that doesn't exist. Another reason this happens is if you tried to file a return but then ended up deleting the return from your computer.   Unfortunately, there is no way to know what SSN/Name these Acknowledgements belong to.  You can only delete them by doing the following: Go into ?:\UTS16\ACK folder (? being the drive letter the software is located on most will be C:\ folder) Find the ACK's listed as .ACKI or .ACKU and delete them.

Where do I enter XXXX Form into the software?Many of the forms are considered "redundant" everything from a 1098-T and a 1099C which are the most common form requests that we get. Please refer to the following PDF we have created.Please right click on the link before and go to "Save target as" and pick a place to save the return. https://www.surefiretaxsoftware.com/Data/QuickRefGuide2013.pdf

Why does state have a lock on it when I try to submit E-File?Whenever you try to send an e-file, and there is a state on the return, you will see the state is locked. This lock prevents amendments and other submission issues when filing the state. When you get an acknowledgment back that the IRS accepted the Federal, then you can submit the state return off. You can only send the state after the federal e-file has been accepted.How do I bypass this? You can go to the part of the State that asks "Do you want to electronically file this return?" and right below it mark it as "Unlinked" and then you can create e-file and submit.  You may get a reject due to a "submission ID error" which means you have to wait until federal e-file has been received before they will accept the state. In this case, you will just have to resend the e-file.

Setting up the Main Computer Install the software to the "Main" Computer A.K.A the Server/Data Computer Once the software is installed, you want to open [File Explorer] located on the bottom left corner of your screen next to the start button. Next click on [This PC] located on the left hand side so you can see all your local drive folders. Next right click on the C:\ Drive and go to [Properties]. Click the [Sharing] tab, then select [Advance Sharing]                Check the box that says [Share this folder] and then click the [Permissions] button.     The username "Everyone" should be listed, and select the [Full Control] checkbox listed in the below box. Click [Apply/OK] after your done        Click [OK] on the other boxes as well until your back and you see your C:\ Drive. It should now have an icon listed on it that looks like little "stick figure people" in a white box. This is a visual indicator that its being shared. Make sure that all computers are on a WIRED (Using Ethernet Cable) Connection.  You can't network Wireless networks.           Installing the WorkStations Open [File Explorer] and you should see your C:\ Drive and other Drives listed. After that click on computer in the top left. You should now have the "Map a Network Drive" option, click there. Click on [Browse] Double click on [Network] and it should show you a list of all the computers on your network. You want to look for the Main computer listed here NOTE - If you don't know the name of the main computer off hand, just go to the bottom left corner of your screen and right click on the WINDOWS ICON and go to [System].  It will be listed next to Device Name. Once you have located the Main Computer, you want to click the Arrow next to it so it shows you everything that's being shared, then select "C" folder listed and hit [OK]        NOTE - If you don't see the main computer listed, you can try to manually type the path in the FOLDER box on the Map Network Drive screen as shown below.  For example: if the Device Name was: Worklaptop-1 then you would put: \\Worklaptop-1\c Now your back on the "Map a Network Drive" dialog, just click [Finish] You should now have a folder that popped up. Look for UTSXX XX being the last 2 digits of the Tax Year. For Instance for 2012 the XX would be 12 so it would read UTS12 Once your in the UTSXX folder, look for a folder called "TWTECH" and open that folder. Run the setup.exe application file listed in this folder. This will install the Workstation files. You will be asked to enter a workstation number. Just make sure this number is "Unique" and is different then any of the other workstations. For instance, first workstation can be "102", then next "103", then next "104" etc.s After the installation wizard is done, you should now see an icon on your desktop. NOTES - If you open the software on the Workstation and it asks you for the Setup Options information, make sure to click the box on the bottom left corner that reads "Save for Workstation Defaults" and just fill out the information again. This will make it so you never have to fill this information out for each new workstation.If you don't see your Main Computer listed when trying to Map a Network Drive this means your internal network isn't setup properly. If you call our technical support line we will try our best to help you resolve this. Unfortunately in rare cases you may need a technician to physically be at your office location.

You can resize the window each time you open   the Interview. Alternatively, you can change your computer resolution to   a setting higher than 1024x768.       To adjust your screen resolution       On the Windows desktop, right-click   on an empty space, and then select Properties.   On the Settings tab, move   the Screen resolution slider bar to the right, past 1024x768.   When you reach your desired setting,   click OK.   When the screen is resized, click   OK to retain the new setting, or click Cancel to revert to   your previous settings.  

Check the current module's version to confirm it isn't installed.SeeHow do I check federal and state module version installed in SureFire? Note: If the module shows version 0, continue to the next step. If the module displays a version, seeHow do I uninstall and reinstall a module in SureFire? Download and install the latest module.SeeHow do I update the SureFire software and modules? Start a new return in the updated module.

an Update Found window appears with the following message:

This error usually occurs when you're attempting to carryforward a type of return that does not have current year support. This is most common earlier in the season when most of the form updates haven't been released or updated yet. You may click OK to continue through the error and finish the carryforward process. If you receive this error, please check your updates by going to Communications at the top of the screen, then select Get Module Updates.       

Problem When trying to move or rename returns in Return Explorer, you receive either of the following error messages: (212) Could not move file [filename] (269) Cannot post database update for [newname]. Return cannot be renamed. Reverting to previous name.   Cause   These errors indicate the database is out of sync with the returns present on the system.     Resolution To repair the SureFire database: Close SureFire (on all computers, if SureFire is running over a network). Navigate to UTSxx (with xx corresponding to the 2-digit year of SureFire). Run dbrepair.exe Select the checkbox to Populate DB from returns. Click Start repair.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "(212) Could not move file"" o ""(269) Cannot post database update"" cuando se utiliza Return Explorer en SureFire. "

The Admin user cannot create new returns. If a non-Admin user is receiving this message, the affected user will need to be assigned the appropriate permissions via Groups Users in theSetup Assistant.   Additional Information For details on how to create a new user in SureFire, see our Knowledge Base article How do I create a new user in SureFire?

You must log in to SureFire as that user or as Admin to restore the returns.

To resolve this error: Navigate to ?:\UTSxx ?:\ refers to the drivewhere SureFire is installedand xx refers to the 2-digit year of SureFire. Delete the setup.0 file and any other setup.# file that you find. # refers to the workstation number. Open SureFire. Enter setup information in Setup Assistant. Click Save and Close.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Error al abrir SureFire: "(545) Error Reading from setup file"" "

This can occur when you try to perform the carryforward after accessing a function in SureFire that uses the Select Directory dialog box (such as Backup/Restore or reinstall state/bank software). After you close the program and reopen it, you will be able to perform the prior-year carryforward successfully. Alternately, you can also insert the drive letter where the prior year of SureFire is installed in front of the Directory containing files path.

This can occur when you use the CTRL+Y shortcut, or when you open a return using the SSN/EIN option, after receiving a message about the existence of carryforward data. To avoid this problem when starting new returns with carryforward data, use the standard Start a New Return command to create the return or press CTRL+N.  

Click OK in this message window, and then print the check. The next time you communicate with the Electronic Filing Center, you will pick up the new check ranges. It will be displayed as a miscellaneous file during your communication session, and it will automatically be put in the appropriate location.

This can occur when no forms are selected for the Organizer's print packet. To solve the problem, you can either modify your Organizer Print Packet or restore the original packet files. To modify the Organizer Print Packet   Log in to Sure-Fire. On the Tools menu, select Utilities/Setup Options. In the window that opens, click the Setup menu, and then select View/Edit Print Packets. Change the Packet to Organizer Packet. Select Print Completed Forms or manually add forms to the Selected Forms list.   To restore the default Organizer Print Packet   Right-click the Windows Start button (or Windows logo at bottom left), and then select Explore or Open Windows Explorer. Go to X:\UTSXX\PacketFiles (where X: is the drive where Sure-Fire is installed, and XX is the tax year of your program), and then right-click the Organizer.PFL file. Select Copy. Navigate to the UTSXX\Users\Admin folder, right-click in the background, and then select Paste.   You should no longer experience this problem when printing from the Client Organizer.  

Problem:   You receive the following error message when installing a prior year version of SureFire:   A newer version of this application is already installed on this computer. If you wish to install this version, please uninstall the newer version first. Click OK to exit this wizard.   Cause:   Prior years of SureFire need to be installed in chronological order.   Resolution: Uninstall the newer year versions of SureFire.   Note: Rename your UTSxx folders prior to uninstalling to ensure that you do not lose data. See our Knowledge Base article on how to uninstall and reinstall SureFire for more information.   If you renamed your UTSxx folders, rename them back to their original names. Install the previous year versions of SureFire in order from oldest to newest. Reboot your computer before opening SureFire.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "A newer version of this application..."" al instalar SureFire del ao anterior "

To work around the problem, go into an actual return to edit the Client Letter. Press F11 or click the icon to pull up the variable list.Once you do this, the variable list will work in Tax Form Defaults as well until you close and re-open the program. The same workaround can be used after that, if necessary. 

Problem   SureFire generates an error message similar to the following:   Exception EOlException in module TWW20.exe at 000FFC61. The system cannot find the path specified Exception EOlException in module TWW20.exe at 000FFC61. Access is denied Exception EOleSysError in module TWW20.exe at 001420C9. Class not registered   Resolution If the system cannot find the path specified: Follow the steps in our Knowledge Base article on how to add an icon for SureFire to your desktop.   If access is denied: Right-click on the program icon and select Properties. Click Advanced... Select Run as Administrator. Click OK. Click Apply. Click OK.   If "class not registered""

This error indicatesthat the program executablefile (.exe)needs to be replaced.   To generate a new twwXX.exe file: Navigate to ?:\UTSxx Notes: ? corresponds to the drive on which SureFire is installed. xx or XX corresponds to the 2-digit year of SureFire. Right click on the twwXX.exefile and select Delete. Note: If the file will not delete, reboot the system. Open the Updates folder located at ?:\UTSxx\Updates. Double-click and run Setup.exe.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "Application failed to open because side by side configuration is incorrect"" cuando intento abrir una declaracin de impuestos o el programa SureFire "

Problem   A message similar to the following is displayed when attempting to open SureFire:   Closing SureFire because of the following errors: Cannot create and initialize data file. Cannot check the version of the data file. The version (X.X) of the data file is incorrect.   Resolution   There are several possible causes, and several possible solutions.   Replace Homepage.xml File   Deleting the Homepage.xml file and allowing SureFire to re-create the file may solve problem.   To replace the Homepage.xml file: Right-click the Windows Start button, and then click File Explorer. Navigate to ?:\UTSxx\TWHomepage (where ?: is the drive on which SureFire is installed, and xx is the 2-digit year). Right-click the HOMEPAGE.XML file, and then select Delete. Click Yes to confirm this deletion.   Note: SureFire will re-create this file when you next attempt to enter the program.   Security Settings   Security settings may also cause this error. Make sure that users have Full Control permissions on the drive/share where SureFire is installed.   Note: See our Knowledge Base article on how to set up a shared folder for SureFire for more information on how to ensure that users have full control permissions. Repair SureFire   If anti-virus software is running, you may need to temporarily disable the anti-virus software on the server and workstation then Repair the program.   To repair the program: Click the Windows Start button, then click Settings. Click Apps. Select SureFire 20xx (where xx is the 2-digit year). Click Modify. Select Repair then click Next. Click Install to repair the program. Reboot Your Computer If the above solutions do not apply or do not resolve the issue, restart the computer. Rename, Uninstall, Rename, and Reinstall See our Knowledge Base article for step-by-step instructions on how to uninstall and reinstall SureFire. New Windows User Creating and using a new Windows user may resolve the problem. To create a new Windows user: Click the Windows Start icon Settings. Click Accounts Other Users. Click Add someone else to this PC. Enter a username, password, and password hint. Click Next. Note: SureFire should open and run normally while logged in as the new user.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "Closing SureFire because of the following errors"" al abrir SureFire "

If you send an e-file and receive these acknowledgment statuses, this indicates that the IRS will request additional information at a later date. You do not need to take further action.

To repair your SureFire database and fix the "Could not Flush record"" error: Close theSureFire program. If you have a network install

This can occur when there is not enough free space on the drive to which you are backing up data. If this is not the case, the disk, CD, or drive to which you are backing up data may be write-protected, or the Windows profile under which you are performing the backup may not have adequate rights or permissions to write to the drive.Otherwise, these errors probably indicate that Sure-Fire is unable to overwrite the file containing a previous backup in your Sure-Fire directory. To correct this problem, you need to delete the Backup.lzh file.To delete the Backup.lzh fileRight-click the Windows Start button and then click Explore.Navigate to X:\UTSxx\USERS\ (where X: is the drive where Sure-Fire is installed, and xx is the tax year of your program), and right-click the Backup.lzh file.Select Delete, and then click Yes to confirm the deletion.If you continue to receive these errors when backing up your data, one or more files you are backing up may have become corrupted. You can work around this problem by backing up small batches of your data, or even single files at a time. If you are able to back up some files but not others, the ones causing the error have become corrupted.

To stop Windows from showing this security warning:   In Internet Explorer, go to the Tools menu and select Internet Options. Click on the Security tab.   Click on Local intranet, then click on the Sites button. Click the Advanced button.   In the Add this website to the zone field, type the drive letter where the program is located. Add a colon (:) after the drive letter, then click the Add button.   Click Close.  

Full Message Text   "Error (161) Unable to process selected acknowledgements. Database Record was not found for the selected acknowledgement(s). Acknowledgement will remain available until database record is received.""     Resolution There are 2 common causes for this error message. The first occurs when a LoTech or Reporting office receives an Acknowledgement before receiving the database update for a return. There is no action required as the acknowledgement will process once the database is received. The second occurs when transmitting from multiple standalone installations. This model is not supported and can cause lost acknowledgements as well as the above error. For all non-networked installations

This can occur because only one multi-plan 5500 return can be active at a time. That return has to have been e-filed (and an acknowledgment received) before another multi-plan return can be opened for edit or e-file. If you receive this error after carrying forward multiple Form 5500 returns for one EIN, and they all are shown as inactive in the Open Existing Returns dialog box, contact Technical Support at 800-516-9442

To resolve the errors that occur when you open SureFire , do the following: Browse to the drive whereSureFire is installed and locate the UTSxx folder, where xx is the two-digit year(for example, C:/UTS20). Right-click the UTSxx folder, selectRename, and rename to UTSxx.old. Go tothe WindowsControl Panel Add/Remove Programs or Programs and Features. In the list,find and select the appropriate year of SureFire by clicking on it. Click Uninstalland complete the uninstall procedure. Rename the UTSxx.old folder back to UTSxx. Openthe UTSxx folder. Open theTWTECH folder. Run the setup file, and then follow the onscreen instructions to complete the install. Immediately reboot the PC.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "221 database error"" followed by ""ODBC: Driver does not support this function"" al abrir SureFire despus de actualizar Microsoft Windows 10. "

The error can happen at anytime while working in the program. To correct the issue, run the repair feature located in the Control Panel. Click the Windows Start button, and then click Control Panel. Double-click Programs and Features. Select SureFire 2014, and then click Repair. The InstallShield Wizard window willappear. Click Next. Select the Repair option, and then click Next. Click Install to repair the program.

If you are receiving the error in diagnostics on a certain return, you need to un-install and reinstall any states attached to the return:To uninstall and reinstall state packagesOn the Tools menu, select Utilities/Setup Options.In the Utility program, on the Tools menu, select Uninstall Modules.Select the states and packages to be uninstalled.In the Utility program, on the Tools menu, select Install Module Updates.Reinstall the states that were just uninstalled.If the problem persists, please call customer support.

To solve this problem, you need to set certain SureFire .dll files to Full Trust.   To set these files to Full Trust:   1. Close SureFire. 2. Click the Start button, point to Settings, and then click Control Panel. 3. Double-click Administrative Tools. 4. Double-click Microsoft .Net Framework 1.1 Wizards. 5. Choose Trust an Assembly. 6. Select Make changes to this computer, and then click Next. 7. Click Browse. 8. In the Choose Assembly window, navigate to the X:\UTSxx folder (where X: is the drive on which Sure-Fire is installed, and xx corresponds to the tax year of your program). 9. Select the UniversalTaxSystems.UTS.Interop.dll file, and then click Open. 10. Click Next. 11. Move the slider bar to Full Trust, and then click Next. 12. Click Finish.   Repeat steps 5-12, instead of selecting UniversalTaxSystems.Diagnostics.Tax.dll in step 9.     If this does not correct the problem, contact Customer Service at 800-516-9442

This is caused by a change to the registration code. If you have purchased new products since you have received your software, the registration code changes. SureFire needs to be registered with the newest registration code on file.   To find the registration code on file Log on to theSolution Centerwebsite. Click My Information at the top of the page. Select EFIN Request ,and the EFIN number is at the top The current registration code will be listed at the top of the page. To enter the new code Log into SureFire as the Admin user. Go to Tools Utilities/SetupAssistant. In the Utility window, go to Setup Setup Assistant. Click Register Software in the left column. Enter your registration code. Click Validate Code. Click Save and Close.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: Invalid Credencials cuando intenta enviar correo a SFS Support.

You may have an On-Line Tax Preparation EFIN that begins with 10, 21, 32, 44, or 53. These EFINs are assigned for On-Line Tax Preparation, not for e-filing. On-Line Preparation is where an ERO inputs returns on an Internet-based program, or files the return using software that is designated as On-Line Preparation (such as TurboTax). This is different from the software that SureFire provides. Question 2d of IRS Form 8633, Application to Participate in the IRS e-file Program, asks the following:   Will you transmit individual or business income tax return information prepared by a taxpayer using commercially purchased software or software you provide through an on-line Internet site? (On-line Provider)   Which means An On-Line Filer should not be chosen unless you intend to allow taxpayers to self-prepare returns by entering return data directly on commercially available software, software downloaded from an Internet site and prepared off-line, or through an online Internet site. Taxpayers using the Internet to file their tax returns may also be filing through an ERO.   If you answered YES to this question, you were issued an On-Line EFIN. To resolve this problem, you need to contact the IRS Service Center for correction. You can also revise your Form 8633 through the IRS e-Services page, at http://www.irs.gov/taxpros/article/0,,id=109646,00.html. The IRS will then issue a new EFIN to you. No matter what method you choose, you need a new EFIN. After revising the Form 8633 online, you can call the IRS Service Center at 866-255-0654 to make sure the problem is fixed. IRS e-Help Desk personnel can drop the On-Line EFIN and add you back as an ERO.

This error can occur when your SureFire software is not up-to-date. Check that youhave the latest program and module versionsby clicking: Help About for program version Help View Authorization for module version If you need updates, log in to theSupport Siteas Admin and download the needed updates under the Download tab. See How Do I Download SureFire Program Updates and Modules (Federal and State) from SureFire Solution Center?formore information.   Note: If your software is up-to-date, but you are still receiving errors, you can open a support case to receive assistance.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "IRS has requested that all forms not yet finalized....."" al intentar imprimir en SureFire. "

To resolve this issue,please remove the setup.0 and setup.[workstationnumber]files as described below: Close SureFire (if on a network, close SureFire on all computers). Browse to ?:\UTSxx\ (where ? is the drive where SureFire is installed and xx is the 2-digit program year). Locate the setup.0 file and any setup.[workstation number] files. Right-click each file and select Rename. Add .old at the end of the file name. Example: setup.0.old Open SureFire. When opening SureFire again, do not carry forward the setup file from the previous year.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "List index out of bounds (-1)"" al abrir declaraciones de impuestos en SureFire "

This message most commonly occurs before the laser forms for certain states and packages have been approved by the state.If the package has been released, read the release notes to see if any forms are still awaiting approval from the state. If so, the forms will be unavailable until they have been approved and included in an update for the state.If the release notes indicate you should have the laser file in question, make sure you are using the correct version of the state, and try uninstalling and reinstalling the state. To uninstall and reinstall state packages:On the Tools menu, select Utilities/Setup Options.In the Utility program, on the Tools menu, select Uninstall Modules.Select the states and packages to be uninstalled.In the Utility program, on the Tools menu, select Install Module Updates or Install Program Updates.Reinstall the states that were just uninstalled.If the missing laser form is not a state form, make sure you are running the latest version of SureFire, or reinstall and re-update the program.    

To verify that the state is installed   On the Help menu, selectView Authorization. Check to see if that state is listed, and then close the window.     To verify that you are authorized for the state return, on the Help menu, select PPR Support, and then choose View authorization codes.   If you have the state installed and the authorization is listed, you need to rename the AUTH.DAT and AUTHST.DAT files as described below.   To rename the AUTH.DAT and AUTHST.DAT files   With SureFire closed, right-click the Windows Start button, and then click Explore or Open Windows Explorer. Navigate to X:\UTSxx (where X: is the drive where SureFire is installed, and xx is the tax year). In the UTSxx folder, right-click the file named AUTH.DAT, and then select Rename. Type AUTH.BAK for the new file name, and then press ENTER. Right-click the AUTHST.DAT file, and then select Rename. Type AUTHST.BAK for the new file name, and then press ENTER. On the Help menu, select PPR Support, and then click Restore authorization codes.     You should be able to load the state into a return after the codes are restored.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "Not Authorized"" cuando carga un estado comprado en PPR en SureFire. "

Problem An error message "Runtime error 217"" appears when trying to open SureFire.   Cause This problem is frequently caused by one of the following: Msvcrt.dll needs to be updated (Microsoft Windows Updates) Incorrect regional settings in Microsoft Windows   Resolution To update the Msvcrt.dll file

Full Message Text   "Software cannot be found. Either it is not installed

To resolve the error "Stack Pointer Left at 1 (W2 Batch 0)"" make sure that your program and modules are updated. The program and modules can be updated in the following ways: Inside SureFire

Resolvethis issue by doing the following: Close theSureFire program. If you have a network install, also close the program on all workstations. Browse to the drive whereSureFire is installed and openthe UTSYY folder, where YY is the two-digit year Example: C:/UTS22 Double-clickdbrepair.exe. Under Options in the DB Repair window, selectPopulate DB from returns. ClickStart repair. TheLog window displays Done when the repair isfinished. ClickXin the top-right corner to exit. Reboot your system. Open SureFire and re-open the return.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "Stack pointer left at 12"" en SureFire "

The error occurs when opening a return with one or more modules that are not updated. Verify the modules needed for the return are installed and up-to-date: With SureFire open, go to Help View Authorization. Verify the modules are installed and updated. If the error persists, uninstall and reinstall the modules: Click Tools Utilities/Setup Assistant. Click Tools Uninstall Modules. Select the check box for the modules known to be present on affected returns. Click OK, then click OK again when the process is complete. Click Tools Install Module Updates in the Utility window. Verify MAILBOX is highlighted, then click OK. Select thecheck boxes for all modules listed. Click OK, then click OK again when the process is complete. Additional Information How do I update the SureFire software and modules?   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "Stack pointer left at 5"" al abrir una declaracin de impuestos en SureFire. "

Log in to SureFire as anadmin. Go to Tools. Select Utilities Set up Assistant. Click Tools. Select Uninstall Modules. Select All modules. Click OK. Navigate toUTSxx/Mailbox Create a new folder named OLD Stu Cut out all the file that begin with STU and move them to the new folder Named OLD Stu Go to Communications. Get Module updates and re-apply the updates.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "TaxYY.exe has caused an exception in access violation in module TaxYY.exe"" al abrir una declaracin en SureFire. "

To resolve this error: Browse to ?:\UTSxx (? is the drive where SureFire is installed and xx is the most recent 2-digit year of SureFire on your computer). Rename the UTSxx folder to UTSxx.old Uninstall SureFire. Rename UTSxx.old to UTSxx. Navigate to UTSxx\TWTECH Double-clickthe setup.exe file to run it. Restart the computer. Note: Following the steps above a single time should fix the error for all years of the program.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "The application was unable to start correctly (0xc0000005). Click OK to close the application"" al abrir cualquier ao de SureFire "

This indicates that the transmission has been sent on, and the e-filed information (only) has been erased from the current e-file information. This does not affect the return information for you client. You do not need to re-create the e-file or the return.   Note: If the e-files that were just transmitted were not erased, you can delete the e-file.   Click the Tools menu and select Utilities/Setup Options... Click File and select Erase e-files... Select the e-files and click OK. Click Yes to the warning, (209) WARNING! These E-files will be permanently erased! Continue?

Rename UTSxx to UTSxx.old xx represents the 2-digit year of the program. Uninstall SureFire Rename UTSxx.old to UTSxx Reinstall SureFire

This error occurs after you have successfully updated the server, then attempt to open SureFire on a workstation andis usually caused by the User Account Control feature of Windows. To resolve the error, do the following: If the workstation is running on Microsoft Windows 8.1: Open Control Panel. Select User Accounts and Family Safety. Select Change User Account Control settings. In the User Account Control Settings window, move the slider to the bottom. (Never notify) Click OK. Restart the workstation. Launch SureFire. If the workstation is running on Microsoft Windows 10: Restart the workstation. Launch SureFire.   Note: The update should now apply successfully on the workstation.     Additional Information For more information on Windows User Account Control and ways to protect your PC, see Protect my PC from viruses.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "The Update failed. Part of the update was not found please reapply the patch"" en una estacin de trabajo (workstation) que utilice SureFire. "

Verify web address listed in theAddress window. If the path is https://qa.support.SureFire.com./desktop.aspx, a file has been left in the UTSXX folder that needs to be deleted.   For instructions on how to delete the file, do the following: Close the SureFire program. Navigate to X:\UTSYY (where X is the drive that SureFire is installed on and YY is the year of the program). Right-click thesbtest.exe file and select Delete. Re-open SureFire. Go to the Solution Center/Knowledge Base tab and click Launch SureFire Solution Center.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "This page can't be displayed"" al hacer clic en Iniciar SureFire Solution Center en la seccin Solution Center/Knowledge Base en SureFire "

To resolve this issue, complete the following: Open SureFire. Click Tools Utilities/Setup Assistant. Click Tools Reindex Database. Click Select All. Click Start. If the error persists: Run SureFire Repair: Click the Windows Start icon Settings. Click Apps. Select SureFire in the list of Apps features. Click Modify. Click Next in the InstallShield Wizard window that appears. Select Repair. Click Next. Click Install. Run DBRepair: Right-click the SureFire icon. Select Open File Location. Double-clickDBRepair.exe. Selecteach check box in the top half of the window. Click Start repair.   Additional Information This issue may also be resolved by uninstalling and reinstalling modules.       Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Ventana de error "Unique tag violacion"" cuando intenta abrir o restaurar declaraciones de impuestos en SureFire "

To resolve this issue, complete the following: In SureFire, click the Tools menu. Select Utilities/Setup Assistant. Click Tools. Select Reindex Database. Click Select All. Click Start. Close the Database Utility window and restore your returns.   If the error persists, complete the following:Run SureFire Conrtol Repair: Open the Control Panel. Click Programs and Features. Locate the SureFire install. Right-click the install file and select Repair.

This error can be resolved by a rename/uninstall/rename/reinstall.     Rename Rename UTSxx to UTSxx.old (xx represents the 2-digit year of SureFire). Uninstall Windows 10: Click the Windows Start icon Settings. Click Apps. Select SureFire 20xx from the list. Click Uninstall. Windows 8.1: Click the Windows Start icon Control Panel. Click Programs Uninstall a program. Select SureFire 20xx from the list. Click Uninstall. Rename Rename UTSxx.old back to UTSxx. Reinstall Open UTSxx\TWTECH Run setup.exe Note: Setup.exe may appear as setup depending on File Explorer settings.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "Unspecified Error"" al abrir SureFire "

This can be caused when a shortcut icon is pointing to the wrong location, or when an executable (.exe) file is missing from the UTSxx folder (where xx is the 2-digit year of the program).   To resolve this error: Navigate to ?:\UTSxx (? corresponds to the drive on which SureFire is installed). Locate twwXX.exe (where XX is the 2-digit year of the program). If twwXX.exe exists, right-click on it and select Send to Desktop (create shortcut). Note: This will send a new shortcut to the desktop which points to the correct location. If twwXX.exe does not exist, open the UPDATES folder inside UTSxx and run setup.exe. Note: This will generate a new twwXX.exe file in UTSxx.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "Windows is searching for TWWxx.EXE. To locate..."" despus de actualizar SureFire "

This can happen when the SureFire Registration Code has changed or been removed, or the EFIN has been removed. Click Tools Utilities/Setup Assistant Setup Setup assistant. Click Register Software. Enter the EFIN and registration code. Click Validate Code Save and Close. Click the X at thetop rightof the Utility windowto exit. Note: If this does not correct the problem, verify the SureFire Registration Code is current and valid.   If the above steps do not correct the issue, take the following steps: Close SureFire. Navigate to ?:\UTSxx (Where ? isthe drive where SureFire is installed and xx is the affected year of the program). Locate and delete the Setup.0 file If on a network, also delete any Setup.xxx files(Where xxx is a workstation number). Open SureFire. Complete the Setup Assistant. Note: If you are still receiving the error after taking the above steps you canopen a support case to receive assistance.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "You are not authorized to use this package"" al abrir una declaracin existente en SureFire. "

If you are receiving this error when attempting to open a return, this means you will have to revalidate your registration code. To do this: -Log in as ADMIN-Click TOOLS at the top and select UTILITIES/SETUP ASSISTANT                                       -From the Utility window, click SETUP-Click SETUP ASSISTANTThe first window will be the registration window. Simply enter your EFIN and REGISTRATION CODE and click on the VALIDATE button. This will resolve the error.

This message appears when you have cleared the Form 4868 without direct debit checkbox on the Main Information Sheet. To resolve this problem, on Form 4868, navigate to Part II, line 7, and press F3 to remove the red shown on this item.

the following message is encountered: [Error] Could not find SSN."

There are two ways to print checks with SureFire; through the SureFire software or through a portal called Online Check Printing (OCP). If you receive this error when using the SureFire software to print checks, verify you are not signed up to print checks with OCP. You can contact SureFire at 866-686-7211 for more information. If you are signed up for Online Check Printing and you are trying to print a check within the SureFire software, make sure you use Online Check Printing website to print the checks: https://ocp.cchsfs.com/ If you are using the SureFire software to print checks, the SureFire installation will need to be repaired allowing the current dll's to be re-registered and installed. Close SureFire (including workstations if on a network). Navigate to the drive SureFire is installed to. Rename the UTSYY folder to UTSYYold (where YY is the SureFire program year). Go to Windows Start menu, and click on Control Panel. Click on Uninstall a program under Programs. Locate SureFire 20YY on the ? drive (where ? is the drive SureFire is installed to) and uninstall SureFire 20YY. Once uninstalled, close all windows and navigate back to the drive SureFire is installed to. Rename UTSYYold back to UTSYY. Open the UTSYY folder then the TWTech folder. Run the setup.exe file and follow the steps until finished.

To correct this problem, you need to delete the ratstorage.dat file after closing SureFire on all workstations.   To delete the ratstorage.dat file Close SureFire on all workstations. Navigate to the X:\UTSxx folder. Right-click the ratstorage.dat file, and then select Delete. Click OK to confirm the deletion.   You will no longer receive this error when opening this return.

This can occur when no forms are selected for the Organizer's print packet.   To solve the problem, you can either modify your Organizer Print Packet or restore the original packet files.   To modify the Organizer Print Packet   Log in to SureFire. On the Tools menu, select Utilities/SetupAssistant In the window that opens, click the Setup menu, and then select View/Edit Print Packets. Change the Packet to Organizer Packet. Select Print Completed Forms or manually add forms to the Selected Forms list. Click Save.       To restore the default Organizer Print Packet   Browseto X:\UTSXX\PacketFiles (where X: is the drive where SureFire is installed, and XX is the tax year of your program), and then right-click the Organizer.PFL file. Select Copy. Navigate to the UTSXX\Users\Admin folder, right-click in the background, and then select Paste.       You should no longer experience this problem when printing from the Client Organizer.   Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: (757) No pages were selected..." cuando imprime un Client Organizer "

Delete BACKUP.LZH from the \UTSxx\USERS\user name subdirectory on the machine where you are attempting to restore. The file should be in the subdirectory for the user name to which you are restoring.   If the error occurred using the Transfer Updates option, look in the \UTSxx\MAILBOX subdirectory on the machine where you are restoring, and then delete BACKUPBC.LZH.

If the amount of $44.95 is showing up in your price sheet and your unsure of why this amount is in there, navigate to the "Main Info" form, towards the middle of the page there is a box you will uncheck for Protection Plus "PP".  This information applies to 2017

This can occur when files are missing from the UTSXX\Updates directory (where XX corresponds to the tax year of your program). To solve the problem, reinstall SureFire. This should replace the missing files, allowing you to apply the updates after reinstallation.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Error 638 - "Update program not found"" al aplicar actualizaciones en SureFire "

This usually indicates that there are no forms selected in one or more of the print packets you have selected to print. To avoid this error, edit the print packets, and then re-add the forms to the return.   If you wish to get the original print packets then copy all the files from UTSXX\PacketFiles and place them in UTSXX\Users\Admin and overwrite the files.Note:This will remove any customizations to the print packets.   Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: 754 - No pages were selected to be printed" cuando imprime una declaracin de impuestos en SureFire "

IRS has limited the form 8853 to only allow one of these forms per e-file.  For more information refer to the IRS.gov website.

Password is too long   Adjust password to minimum 8 - 20 letters

Print packets under each user was missing. Login as Admin Go to tools Click on Utilities/Setup Assistant Click on File Return Explorer Under show, click on print form list Under action click on copy to another location Under copy to Click on leave all users Click select all Click on copy Click yes to all   Now can login as a user, print return as normal

The error message you are encountering, "Access violation of address 0040AA0C in module 'TWW23.exe'. Read of address 00000000," or any Access Violation of Address starting with 0040AA suggests that there is a problem with the Sure-Fire software that needs to be addressed. This type of error is typically related to issues with the program's memory access with Microsoft Edge in Windows 10.   To change the default browser in Windows 10: Click the Windows Start icon Settings. Click Apps. Click the Default apps tab. If Microsoft Edge is listed under Web browser, select it by clicking on it. Click on any other browser in the Choose an app list that appears. Close the Settings window.

The most common issue for Acknowledgements that fail to download are due to an Antivirus program that could be blocking the program from transmitting. You will want to make sure that the program is added as an exception or exclusion to your antivirus in order to a transmission session to go through. Another common cause of missing acknowledgements is sending/receiving from more than one PC that aren't connected to eachother, like you would a Network.  You should only be sending from one PC, or one group of connected PCs.

Problem Acknowledgements are blank Reports are blank   Cause SureFire needs to be registered/re-registered or there is an error in the report engine.     Resolution   If acknowledgements are blank:   Login as Admin. Click Tools Utilities/Setup Assistant. Click Setup Setup Assistant. Enter your EFIN and registration code. Click Validate. Click Save and Close.       If a report is blank, such as the e-file submission report:   This is most likely an issue with SAP Crystal Reports Basic Runtime for Microsoft Visual Studio 2008,which installs when you install SureFire.   Note: If SureFire is on a network, perform the following steps on each workstation that is affected.   To repairCrystal Reports Basic Runtime for Microsoft Visual Studio 2008:   Close SureFire (on the affected workstation if on a network).   Click theMicrosoft Windows Start button, and click Control Panel.   If in Category view, click Uninstall a program under Programs.If in Large Icons or Small Icons view, click Programs and Features.   Locate Crystal Reports Basic Runtime for Visual Studio 2008   Left-click to highlight.   Click Repairat the top of the program list.   When the repair executes, you will see one of the following:   A small boxdisplays as it is repairing, and the box will automatically close when finished with no message A Microsoft Windows Installer box with a message, "The feature you are trying to use is on a network resource that is unavailable."" If the repair did not correct your issue or you receive the Microsoft Windows Installer error mentioned above

Acknowledgments from the IRS and direct states generally take 24 to 48 hours from the time you transmit an e-file. If you have returns pending for more than 24 hours, we will contact the appropriate IRS service center or state agency directly to quickly resolve any issues that may be causing a delay, and we will provide you with up-to-date information about when you should expect to receive your acknowledgments.   Acknowledgments from piggyback or state-only e-file states can take up to 7 days. Only once the IRS accepts a federal return they forward the state return to the state agency. Piggyback states send their acknowledgments back to the IRS or GAC agency for processing. Upon receiving the acknowledgment, these two agencies will then send the acknowledgment files to the ERO.   If you have piggyback or state-only returns pending for more than 5 days, we will contact the appropriate state agency to quickly resolve any issues causing a delay and provide you with up-to-date information about when you should expect to receive your acknowledgments.   When we request a rehang of acknowledgments from the IRS, GAC, or state agencies, we expect to receive the acknowledgments the same day. However, when there are additional problems requiring us to retransmit a batch of returns, we expect to receive the acknowledgments the next day.   Viewing the statuses of e-files:   For   Point your Web browser to: https://support.inc.com/ Click E-File then E-File Status. Login with your CID, Username and Password. Enter the SSN or EIN and click Search.   For SureFire Point your Web browser tohttps://support.SureFire.com/ Click E-File then Return Query. Login with your CID, Username and Password. Enter the SSN or EIN and click Search.

EFC, IRS, and State Ack files are located in the ?:\UTSxx\ACK folder. Bank ack files are located in the ?:\UTSxx\RAL folder. E-mail files are located in the ?:\UTSxx\Email folder. Note: ? corresponds to the drive letter where SureFire is installed, and xx corresponds to the 2-digit year of SureFire.   If there are ACKI or F5I files in the above locations, proceed with the steps below: Right-click the ACKI or F5I file, and then click Rename. Change the I to a U and press ENTER. Click Communications Get Acks, Mail and Updates.     If you notice that the acks are not turning to a True status after they have been processed, access the appropriate folder for that file. Once in that folder, you will notice there is a Printed folder and a Training folder. Simply drag and drop or cut and paste the file into the Printed folder. There may be a file that already exists in the Printed folder with the same name; it is okay to answer Yes to replace it.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Acks no disponibles o error del sistema al procesar

One of the most common tasks while working in a return is added a new form, be is a Sch. E or a W2. Either way, the process of adding a form to a return is simple. Just follow the steps below. 1.  While in a return, select the  Add Form/Display Form List function. 2.  In the Find A Form window, you can either scroll through the list and search for the form or use the Look For option to the left to type in the form you are looking for. 3.  Either way, you choose to navigate, just double click to highlighted form to add it to the return!

To correct this issue, you need to adjust your DPI settings in Windows.   To change DPI settings: Windows 8.1: Right-click on the desktop and select Personalize. Click the Display link. Click Set custom text size (DPI). Select 100% underScale to this percentage of normal size.   Windows 10: Right-click on the desktop and select Display settings. Select 100% under Change the size of text, apps, and other items.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Agregar o quitar botones que faltan en la ventana Imprimir paquetes en SureFire

You can add a 1099-MISC form to your return like any other form by clicking on the Add/Display Forms List button at the top of your program bar. Once opened, simply search for the 1099 MISC and it should appear. After you click to add it, a new window will open asking if you would like to attach the form to an existing form in the return or add a new form to attach the 1099 MISC to.                                             After the form has been added to the return, you will need to fill out the 1099 MISC to completion for the information to carry forward from the 1099 MISC to the relevant forms in the return.                                            

To add a second copy of Schedule E   Click the Add Form/Display Form List tab, or press CTRL+F10. In the Look for box, type Sch E dup, and then click Open.  

To enter more than 4 dependents on a returnEnter the first 4 dependents on the Main Information Sheet.On Form 1040, click the first line of the Dependent Information section for the dependent's first name.Press F9, or right-click and opt to link to a New Additional Dependent Worksheet.Enter additional dependent information on this worksheet.You need to manually enter the last name of each dependent on this worksheet, even if it is the same as the taxpayer's last name. If your client qualifies for the Earned Income Credit (EIC) or the Child Care Credit, you must enter the dependents who qualify for this on the Main Info Sheet itself.

To activate a state you have purchased and installed, enter that state's abbreviation in the Address Information section of the Main Information Sheet of the return. The return for that state then appears in the forms tree, and you can add forms for that state as needed, in addition to the federal forms.   On the taxpayer W-2 or 1099s, enter the state wages at the bottom. If no state is being used, mark the box for no state.   If an installed state does not show up or disappears, go to the Main Info form, remove the state abbreviation and then re-enter it.   To add multiple states to a return, add up to 9 total abbreviations in the Resident, Non-Resident, or Part-Year Resident sections.   Notes: If you only have one state included in your installation, those forms automatically load with each return.   For the steps above to work as expected, you must have first downloaded and installed the forms for the state(s) you want to add. To check what states you have installed on your computer, on the Tools menu, click Utilities/Setup Options. In the Utility program, go to Setup, then click View Authorization to see all the Federal and State programs you have loaded, along with the versions.

Select Communications and Send Federal/State Returns to..., and then click the Filter button. Make sure there is nothing in the Filter criteria window, and then try creating the e-files again.

Password protection for specific returns is not possible in SureFire, though each user is password-protected. The only users that are able to open/edit returns belonging to other user names are the Admin user and any user assigned to the ReturnManager security group. For security reasons, it is recommended that users do not use a shared user name to log into SureFire. See our Knowledge Base article on how to create a new user in SureFire.

Form 1040X can be duplicated if you need to amend an Amended return. To amend an Amended return:   If you want to save the first Amended return, you must go into the first Form 1040X and lock the figures in column C by pressing the F8 override key on each entry. Go to each entry in column C and press F8 on page 1 of Form 1040X. Next, open a new Form 1040X. Mark the Income and Deductions checkbox to lock in the original amounts. If the state return is affected, open the state amend the form and lock the original amounts as well before making changes to the return. Make the necessary changes in the return, and then click Save.  

Close SureFire (if on a network, close SureFire on all computers). Browse to ?:\UTSYY\ (where ?:\ is the drive SureFire is installed on andYY is the program year). Locate the setup.0 and any setup.[workstation number] files. Right-clickeach fileand select Rename. Add .old at the end of the file name. Example: setup.0.old Open SureFire. Once you open SureFire, the setup information will need to be re-entered.

SureFire allows you to start a new return for individuals wanting to apply for an ITIN without having to enter a Social Security number. Log into SureFire under GUEST User. Close any open return Click the File menu Click Apply for ITIN or press Ctrl+I. SureFire completes the SSN and Re-key SSN fields for you and opens a new return.

This is a temporary number issued by the IRS for an adoptive child. It is provided to individuals who are in the process of legally adopting a U.S. citizen or resident child who is not eligible to obtain an SSN for that child in time to file their tax return.

Form entries that allow a PDF attachment will be listed on the form with a checkbox. When you attach a PDF file to a return, SureFire includes that attachment with the e-file. Only one attachment is allowed per entry. To attach a PDF file to a SureFire Desktop return:   Click the applicable checkbox on the line of a form that allows a PDF attachment. In the dialog box that appears, select the appropriate PDF file, and then click Save. Once Sure-Fire verifies that the file is in the correct format, click OK.   Note: If you attempt to attach a non-PDF file, you will receive an error message. To remove a PDF file from a SureFire Desktop return   Navigate to the line of the form to which the PDF file is attached. Clear the checkbox for this attachment.  

To print acknowledgments individually, select the Reports tab and then click Print. You can use the filters to more easily determine which acknowledgements you want to print.   Note: To quickly select all acknowledgments, press Ctrl+A, and then press the space bar.     To manually print acknowledgments: On the Communications menu click Get Mail, Acks, and Updates. Select the acknowledgments you want to print, and then click OK. Click Details to print the acknowledgments. To print an acknowledgment On the Reports menu, click Acknowledgements. Any acknowledgement that has not been printed shows the word False. Select the acknowledgments you want to print. Click OK to print those acknowledgments. Note: If all acknowledgments have been printed, you will receive a message stating that no acknowledgements exist for the selected criteria. To reprint acknowledgments, use the following instructions.   To reprint acknowledgments   On the Reports menu, click Acknowledgements. Click OK to show the Filter Criteria dialog box. Select Printed Files and then click OK. You will see a list of all printed acknowledgments. Select the acknowledgments you want to print. Click OK, and then click Details to reprint the acknowledgments.   If you want the program to show only acknowledgments that have not been printed, follow the steps below.     To show only unprinted acknowledgments On the Reports menu, click Acknowledgements. Click Filter. In the Filter Criteria dialog box, clear the Printed Files checkbox, and then click OK. Click Cancel.

Getting and Processing Acknowledgements Whenever you send returns to the Electronic Filing Center, any available acknowledgements, mail, or updates are downloaded to your computer.   To process acknowledgements On the Communications menu, select Get Acks, Mail and Updates. When the Communications window indicates that the communication session has ended, click Close. SureFire opens the Processing Acknowledgment Files window. SureFire automatically processes any acknowledgement files you received from the Electronic Filing Center and updates the return status information. During this time, SureFire displays a progress bar indicating that the acknowledgements are being processed.   Printing Acknowledgements SureFire automatically processes your acknowledgements after they are picked up from the Electronic Filing Center. You have the option for them to be automatically printed as well. This option is available on the Printer Setup tab of Utilities/Setup Assistant.   To open the Printer Setup window Open the Printer Setup Utility by selecting Printer Setup on the File menu or selecting Utilities/SetupAssistant on the Tools menu. On the Setup menu, select Setup Assistant. In the SetupAssistant window, click the Printing NetworkSetuptab. Under the Print Options, select the Automatically print acknowledgments check box.   To reprint acknowledgements On the Reports menu, select Acknowledgements. Select the desired acknowledgements and click OK, or click Select All to print all available acknowledgements. Click Details to display the full acknowledgement in the summary report, including rejected return details. To see additional pages of the report, click the Next Page button at the top of the window. Click the Printer icon at the top of the Print Preview window to print this acknowledgement information. SureFire prints all bank acknowledgements and IRS-rejected-return information. When printing is finished, close the Print Preview window by clicking Close in the upper-right corner of the window.   If there are no unprinted acknowledgements, you receive a message indicating that no acks match the selected criteria. If so, follow the steps below.   To print processed acknowledgements Click OK in the message cited above. In the Filter Criteria window, select the Printed Files check box, and then click OK. In the Select Acknowledgementwindow select the acknowledgements that you want to print again.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo procesar automticamente e imprimir Acknowledgements?

You can set your software up to automatically update your software as long as it is open. To do this: 1. Sign into the software as Admin. 2. Select Tools upat the top of the software 3. Select Schedule Auto Events. From this screen you will be able to setup automatic events for Program Updates, Modules Updates, Return Save Options, and Ack Retrieval Options. You can select the workstation ID from the drop down menu to select which workstation will also update. Note: In order for the software to automatically update, the program will need to be running and the computer cannot be in sleep mode during the set time for updates. If the computer is part of a network the main computer and the workstation must both be on at the set time as well for the updates to go through.  

If you have a return that's been "stuck" on awaiting ack for more than a few weeks it is recommended to contact us for further follow up on the return/ status as there may be an error within the system.

It is common to see this issue on a PC that was updated from Windows 7 or Windows 8/8.1 to Windows 10. This can also happen during large Windows updates that change and adjust multiple functionalities of the operating system (Fall Creators Update, Spring Creators Update.. etc)To fix this issue, do the following: Browse to the drive where SureFire is installed and locate the UTSYY folder, where YY is the two-digit year (for example, C:/UTS15). Right-click the UTSYY folder and select Rename. Add "old" to the end of the UTSYY folder name (for example, UTS15old). Go to the Windows Start menu, then select Settings. Click Apps. In the list, find the version of SureFire for the year that matches the UTSYY folder. (If not shown, skip to step 9.) Click Uninstall and complete the uninstall procedure. Go to the drive where SureFire was installed and locate the UTSYYold folder. Right-click the UTSYYold folder and select Rename. Remove "old" from the folder name. Open the UTSYY folder. Double-click the TWTECH folder. Double-click the SETUP file, and then follow the onscreen instructions to complete the install. After the steps above are complete, restart the system to finish the installation process, then attempt to launch the program.      

If you come across this error when attempting to create E-files - please follow these steps to resolve the issue: Right-click the SureFire icon on the desktop. Left click Open File Location. Right-click the YY (where YY is the year of SureFire, i.e. 17 for 2017) file, and then select   OPEN WITH. In the Open With window, select Notepad. When the file opens, if it is blank, you can close the Notepad window, right-click the SubmissionID.YY file in Windows Explorer, select Delete and then click Yes to confirm. (If it is not blank, you can proceed with steps 6-8, but the process may not solve the problem.) Open SureFire and, on the Tools menu, select Utilities/Setup Options. On the Setup menu of the Utility program, select Setup Options. On the General tab, set a starting number for the Submission ID. Enter a number that had not previously been used. For example, if you have not prepared more than 1000 returns yet, if you started at the number 1, enter 1000. Click Next in each screen until you can click Finish.

You receive the following error message  "The procedure entry point sqlite3.dll_prepare_v2 could not be located in the dynamic link library sqlite3.dll." This error has been known to be caused by multiple factors. One of the most common factors has been malicious software ("malware") replacing the sqlite3.dll file with its own version.  

It is a good idea to back up your data daily. Be sure to write down pertinent information about each backup, such as the date, time, who performed the backup, etc.  You can use the Backup functions of Sure-Fire to: Copy tax returns and related files to a removable disk or to a folder on a different hard drive. You can back up returns from multiple user names and different packages together. Copy tax returns and related files to a removable disk for transfer to another computer. Copy the transmittal files for a return to a removable disk, so you can e-file the returns from a different computer. You should establish a separate regular backup procedure for your entire hard drive. There is commercially available software that performs well for short- and long-term data storage. Consult a reputable computer product supplier for the best product to meet your needs.   To back up returns: On the Tools menu, select Backup to Disk. In the Backup Options window, select Regular Backup, Transfer IRS/RAL Files to Transmitting PC, or Advanced Backup Options. -Regular Backup: A backup option that only backs up your returns                -Archive Backup: A backup option that backs up returns, preparer information,    and user settings Select Start a new backup or Add to a previous backup, and then click OK. Continue to the appropriate procedure below.  To create a new backup: Follow the To back up returns procedure above. In the Drives drop-down list, select the drive on which you want your backup file to be located. In the Directories drop-down list, select the directory where you want your backup file to be located. Note: If you select a removable drive, be sure to have it connected to your computer before attempting to back up your data. Click OK to begin the backup process. When you add to an existing backup, Sure-Fire Tax copies the previous backup file to your hard drive, adds the new returns, and then copies the files to the designated drive. The new backup file (containing previous and new returns) replaces the old backup file. Before you can add to an existing backup file, you need to know the location of the backup file, because you will not be able to search through your files through the backup process. We recommend that you create a dedicated backup folder in which to save your backup files. To add to a previous backup: Follow the To back up returns procedure above. Select the user under which the returns are located, and then click OK. Select the returns to back up, and then click OK. In the Drives drop-down list, select the drive on which your backup file is located. In the Directories drop-down list, select the directory where your backup file is located. Note: If you select a removable drive, be sure to have it connected to your computer before attempting to back up your data. Click OK to begin the backup process.  

Simple Backup and Restore (Estimated Time 1 - 2 Minutes per Tax Year) You must have the tax software fully installed and updated on the new computer  First, create a backup folder on your USB/External Harddrive you will be using to move the data from your old computer to your new one.For example - if I am copying over 2016, I would create a folder called "2016 Backup" on my USB/External drive Folder.  Make mental note of which Drive Letter your USB/External Harddrive is, as shown below mine is on the F: Drive called Samsung_T3 Login under the ADMIN username Go under Tools > Backup to Disk > Regular Backup Select OK Hit [Select All] on the bottom left corner to select all users, if not already selected and hit OK Hit [Select All] on the next screen to select all returns and hit OK.  You can also select specific returns to backup/restore instead of all of them Next, it will ask you where you want to save the data, make sure to save it to a USB/External drive into the folder you already created on the USB/External drive     Once you are done and get a process complete, take the USB/External drive and plug it into the new computer Open the Tax Software on the New Computer and login under the ADMIN username Go under Tools > Restore From Disk > Regular Backup Next select the folder you recently created and stored the data in located on the USB/External drive (You did this on step 7) You then will be promoted to restore to Original User, as long as the Username that the returns were created under exists on this computer, this option will be fine.  If you don't have the Username on the new computer listed, you can restore the files to any username you want to by selecting it from the Drop Down Box Next follow the prompts to restore the files you want to restore. *NOTE - If you get any errors during this process this is a strong indication the new tax software isn't fully up-to-date.  Do this by going to Communications > Get Program Updates AND ALSO Communications > Get Module Updates    

To resolve this issue,delete the Backup.lzh file for this user.   To delete the Backup.lzh file Close SureFire. Right-click the Start button, and then click FileExplorer. Navigate to the X:\UTSxx\Users\Name of the affected user folder (where X: is the drive on which SureFire is installed, and xx corresponds to the tax year of your program). Right-click the Backup.lzh file, and then click Delete.   Once you have deleted this file, back up your data using the Advanced Backup option.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "Bad package letter"" cuando intenta hacer una copia de seguridad "

Log in as admin and select Tools Utilities/Setup Assistant Setup View/Edit print packets. In the Packet filename field Select the File.PFL packet. Add the bank forms from the 'available forms' section to the 'selected forms' section. Click save and close. You should now be able toprint the bank forms with tax payer file copy packet and the e-file creates.

Acrobat DC Users If you have installed the Windows 10 Anniversary Update (Windows 10 1709 update), follow the instructions from Adobe regarding this issue:https://helpx.adobe.com/acrobat/kb/reader-dc-prints-streaks-after-upgrade-Win10-anniversary-update.html. PaperlessPLUS Users PaperlessPLUS requires Adobe Reader version 10 (Adobe Reader X). Updating to Adobe DC usually interrupts the normal functionality of PaperlessPLUS. Instead of updating, you can uninstall and reinstall Adobe to resolve this issue. Click the Start buttonor press the Windows key on your keyboard. In the Search box, enter add or remove programs andthen press Enter. Select Adobe Reader X in the Apps Features list. Click Uninstall. Download the Adobe Reader X installer here:https://goo.gl/FQSVrz. RunAdbeRdr1010_en_US.exe to reinstall AdobeReader X.

You need to download the generic driver for this printer from http://solutions.brother.com/hl1400/download/dl-generic2kxp.html. Download the Generic PCL Driver: WHQL Certified Enhanced Generic PCL Driver for Windows 2000/XP (only for HL-1440,HL-1450 and HL-1470N).   Save and run the file, and then add a new printer. When you come to the driver selection dialog, click the Have Disk... button and point it to the location where you extracted the drivers. You need to choose the PCL4 Driver.   This will now allow you to print reports using this printer.   In some cases, if the printer is configured to use the "BR-print" method instead of "Win-Print" (with RAW data format), the printer will not function correctly with Sure-Fire. You can check and change this, if necessary, by doing the following:   Select Start, Settings, Printers and Faxes Right-click the printer and select Properties Click on the Advanced tab Click the Print Processor... button at the bottom Change the processor and data format if needed, then click OK  

Question: Can extensions be transferred from SureFire Install Version to SureFire Web Version?   Answer: No, this cannot be done. It has to be marked for transfer in SureFire Install Version and then once in SureFire Web Version marked for extension here.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Se puede transferir una extensin desde el programa de SureFire al SureFire Web Version?

Currently there is no way for us or you to retrieve or pull back an efiled return. If you need to make changes to the return you can wait until it either gets rejected or accepted. If it is accepted you will have to do an amendment on the return.

Unfortunately SureFire doesn't support data transfer from one type of tax return to another. The return will need to be started in the correct package.

Yes, you can print "What If?"" scenarios in the SureFire Install Version software. Click Print Return within the scenario you would like to print.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

You are able to rename a return, if for instance you misspelled the name or you listed under wrong person. After logging into the program as Admin, go to Tools Select Utilities/Set up options Click on File and Choose Return Explorer In the left hand corner, under Look in, select the user that the return was created under In the left hand bottom corner under Show, select package the return is in Click on the return you are wanting to rename (will highlight blue) In the left hand bottom corner under Action, select rename return In the text field next to Rename to, type in new name for return Click on Apply, return is now renamed You can close out of the Return Explorer.  

Question: Can the admin user start new returns in SureFire Install Version and SureFire Web Version?   Answer: No; only the regular users have the ability to starta new return.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Puede el usuario Admin crear nuevas declaraciones de impuestos en SureFire?

Clearing the print queue usually fixes this issue. This can be done from the print menu or by unplugging the printer and rebooting the computer.

Uninstalling and reinstalling the 990 Module will allow the user to create an e-file.   To uninstall a module, do the following: Click Tools. Select Utilities/Setup Assistant. Click Tool on the Utility window. Select Uninstall Modules. A window will appear listing the Federal modules, states, and bank(s) currently installed on your system. Locate the Exempt Organization - 990 module, check the box to the left, then click OK. A confirmation box will appear stating the process is complete.   For instructions on reinstalling a module, please see article How do I download and update the SureFire program?       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:No puedo crear e-Files para declaraciones de impuestos 990 o 990-EZ en SureFire

Locate SureFire 20XX icon on desktop Right-click the shortcut and select Properties. Select the Compatibility Tab. Select the Run as administrator check box. Click Apply and then OK. Now you are able to open SureFire as normal.

First, reboot the computer. If you are on a network, make sure no workstations have SureFire open. Then try running DBRepair again.   If you still get the same error, contact customer service for more in-depth database repair.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Error "Cannot fix header..."" al ejecutar DBRepair "

This is because Form 9325 is only needed when returns are e-filed. The form has no manual-entry fields, and it is only printed when return acknowledgments are printed.To make sure this form is always printed, you need to select this option in Printer Setup.To set Form 9325 to always be printed On the File menu, select Printer Setup. In Section 3 - Options, select the Automatically print form 9325 as each IRS tax return is acknowledged checkbox. Click Finish. Form 9325 will automatically be printed when returns are acknowledged by the IRS.Note: There is no way to reprint Form 9325.

The return is locked in the user folder - remove the return from the user folder and place in an old folder.

To resolve problems redeeming returns, contact the Accounting Department through email at SFS.AccntCorrections@wolterskluwer.com.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:No se pueden abrir ni redimir declaraciones despus de comprar fondos de PRS en SureFire.

One reason these problems occur is that some returns were moved to another user name outside of SureFire Explorer.   If you stretch the list of returns to show the User column, you will likely find that the returns which do not print (or which return you to the main screen) are the ones that show a user name in this column that differs from the currently selected user.   To correct this problem, use SureFire Explorer to move all of the returns from that user name into another user name (such as Admin), and then move them back to the correct user. This resets the user flag on the return files, which allows the organizers to be printed.   Note: Rebuilding the database does NOT correct this problem, because the return files themselves contains the user specification.   If this does not correct your problem, it may have been caused by the computer having an incorrect workstation number.   To determine and correct the workstation number   Right-click Computer, and then select Properties. Click Advanced system settings tab, click Environment Variables. Under System Variables, click New. For variable name, type WORKSTATION. For variable value, type a unique three-digit workstation number of your choice. This number must be three digits and cannot begin with zero. Click OK in the New System Variable dialog box, click OK in the Environment Variable dialog box, and then click OK in the System Properties window.       You will no longer experience this problem when printing organizers.   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:No se pueden imprimir algunos o todos los organizadores de clientes (Client Organizers)

Close SureFire (if on a network, close the programon all computers). Navigate to ?:\UTSxx (where? is the drive where SureFire is installed, and xx is the program year). Double-click the dbrepair.exe file. Select all check boxes in the DB Repair window, then click Start Repair.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:No se puede buscar el nombre del contribuyente utilizando la Lista de declaraciones (Return List) en SureFire.

Although acks for Form 1065 Partnership e-files are picked up when you communicate with the Electronic Filing Center (EFC) regardless of the package you are using, you can only view the acks to print when you are in the 1065 package. To view or print these acks, you need to change over to the 1065 package.  

This issue will be resolved in SureFire 2018.

To carry forward prior-year data, select Prior Year Data from the Carry Forward submenu on the Tools menu.   Follow the on-screen instructions to carry forward the information from last year. When you begin a new return with any of these Social Security numbers (SSNs), the program will let you know that there is prior-year data, and you can load it into the return.  

To solve this problem, run UTSXX\TWTech\Setup.exe (where XX is the last 2 digits of the year), if you are using SureFire on a network.   If this does not correct the problem, or if you are using SureFire as a stand-alone installation, contact customer support.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Error: "Catastrophic failure"" or ""...not a valid graphic element"" al alinear cheques "

If you have a new EFIN you will need to change within our software, you will need to make sure you change your EFIN with your Software Specialist.  You will need a copy of the IRS EFIN letter faxed to us at 1.866.386.5473.  Once we receive this letter, we can change your EFIN in the system.  The new EFIN will generate a new registration code. You will need to change your EFIN in the Setup Assistant, along with enter the new registration code provided in the email and displayed in your Customer Portal. (For detailed assistance with changing the Registration Code, please see this section of the Solution Center.) Next, you will want to ensure that the EFIN is changed in the Tax Form Defaults if previously entered there. Please check out this article for changing information in the Tax Form Defaults. If you have created any E-files for returns that have not been sent yet, you will need to do the following to ensure they recreate with the correct information: Open the return that has an E-File created already but not sent yet. Temporarily change the return type to Paper on the Main Info sheet, this will make the 8879 inactive. Right click on the 8879 in the Forms Tree on the left and select Remove Form. Switch the return type back to E-File Only or Bank Products, whichever is appropriate. The new 8879 that is added should pull in the correct EFIN that was added to the Tax Form Defaults in the steps above. Run Diagnostics and create a new E-File to overwrite the current one in Send Return.

The Sure-Fire software displays different types of returns as ‘Packages’. When a specific package is selected, this is what determines the type of return that will be created when selecting New Return from the dashboard, along with what type of Reports will show when they are generated. Changing the package is very simple, just click on the Change Package option on the dashboard and select the one you wish to use! (Note: Available packages are based on the software package that was purchased.)    

To change Accumulated Depreciation presentation   On the Reports menu, click Financial Statement Setup. Edit the financial statement. Highlight the row by clicking in the Row Type column. On the left side, select Summary Account Row. Assign the accounts to be included in the Summary row, and then click Select. For the debit balance, select the Debit Balance radio button under Display attributes. Click the Recalculate button at the top of the screen to recalculate the totals.  

To find the authorization code, open the return, and then press F7. In the Query Results dialog box that opens, click the Checks tab to see the Authorization Number, as well as the original check number and check amount.

The column specifies whether or not a check has been verified. If it has, you cannot reprint the check. If necessary, the bank can send a new check print file to you. The second column, Check Voided, tells you if a check has been voided and can be reprinted.

Navigate to the return that you'd like to check the status of and open it.  While within the return, push the F7 key across the top of your keyboard. You can also access this screen by going to Tools>Return Status.       This window will show the rejection/acceptance date of the return.  If it was rejected, you can click the rejection tab and see the rejection reason for the return so that you may correct it. This applies to 2016, 2015, and all prior years.      

If you are needing to check the status of a return or obtain the reject reason/code, you can press the F7 function key while in the return to see this information along with other information.  To see the status of the return you will look under the general tab. Under E-file status, it will say in progress if it hasn't been E-filed, accepted/rejected or sent to EFC (this is when it is awaiting acknowledgement from IRS.) You will want to ensure that you check your Acks and Updates to ensure that this information us accurate and up to date.     This is where you can also view information on disbursements, extensions and state return status. To do this, click on the tab with the information you are wanting to display.

Running diagnostics in 1040 or ERO application, an error message "Class Not Registered" may appear if Internet Explorer is not installed or up-to-date on the system. Check Windows Update and Microsoft.com for the most recent version of Internet Explorer for your operating system.

To add a Client Letter to your return: Navigate to Form>Add Forms/Display Forms List. In the search box, type: Letter Double click the highlighted form to add it to the return.

Client Letter Variables   A variable is a piece of information that is pulled from the database in any given tax return.   Examples of variables are taxpayer name, taxpayer address, refund amount, etc. The value of a variable changes according to the information in each tax return, but the variable's presence in the client letter does not change. Understanding Variables   Variables are always written in all capital letters and are enclosed in curly brackets.   For example, {PRFULLNAME} is the variable for the primary taxpayer's full name. You can cut, copy and paste variables just like other text. You can insert variables using the Insert Variable commandunder the Letter Menu (F11) or by typing the variable name into the client letter. However, if you type the variable you must be sure to format it correctly. Use all capital letters. Enclose it in curly brackets { }. Spell it exactly as it is spelled on the Select Variable dialog box. Understanding Values   Every variable has a value of one of the following types:   Numeric- A numeric value is a number. The following are examples of variables with numeric values: {FEDREFUND} -Federal refund or balance due amount; the value of this variable is a positive number if the taxpayer is getting refund, and a negative number if the taxpayer owes a balance due. {ABSFEDREFUND} -Federal refund or balance due amount; the value of this variable is always a positive number. {REFTOTAX} -Amount of the Federal refund applied to next year's tax. Numeric values that represent dollar amounts, such as {FEDREFUND}, print with a decimal followed by two digits which are usually zeros. Since SureFire rounds dollar amounts on tax forms to the nearest dollar. String- A string value is text. The following are examples of variables with string values: {FIRSTNAME} -Taxpayer's first name; for example, John. {PRFULLNAME} -Primary taxpayer's full name; for example, John L Doe. {ADDRESS} -Taxpayer's street address; for example, 123 Main St. {STATE} -Resident state in the taxpayer's address; for example, GA for Georgia. Text values that come directly from forms in SureFire print in the client letter exactly as you typed them on the form. For example if you type them in all capital letters they print in the letter in all capital letters.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Variables de Client Letter en SureFire

To resolve this issue: Login as the Admin user Click on Tools then Utilities/Setup Assistant Click on Setup, then Setup Assistant Click on Office Information Fill in the missing name, address, company name, etc.

To solve this problem Close SureFire (if on a network, close the program at ALL workstations). Right-click the Windows Start button (or Windows logo), and then click Explore or Open Windows Explorer. Navigate to X:\UTSxx (where X: is the drive where SureFire is installed, and xx is the tax year). Double-click the DBREPAIR.EXE file. In the DBREPAIR window that appears, mark the Check data integrity check box (leaving the other check boxes as they are), and then click Start Repair.

Log in as Admin. Select Tools from the Main Menu. Select Utilities Setup Assistant Select Setup Setup Assistant Select Office Information and input office information Select Save Close Open a return to add the letter

Page 1You must mark this form either Business or Individual. If you mark the Individual box, you must enter T for the taxpayer, S for the spouse, or J for a joint return. Information is then carried over from the General Information Sheet.Read each item and mark the appropriate box. By pressing F9 where indicated, you may link to the appropriate statement needed to list information. If you answer Yes on line 3, the applicant is not eligible to request the change in accounting method under automatic change request procedures.Page 2Read each item and mark the appropriate box. Press F9 on to link to a statement on line 6. If you answer Yes to line 7, the applicant is not eligible to request the change in the accounting method.Page 3Read each item and mark the appropriate box. Press F9 to link to a statement on line 12d.Page 4On line 1, enter the amounts on lines 1a through 1h as of the close of the tax year preceding the year of change. If none, select the checkbox. On line 2, select the applicable checkbox to indicate if the applicant is also requesting the recurring item exception (section 461(h)(3)). The total from this page carries to page 3, line 25. You may attach a statement to this sheet using a blank form.Page 6Read each item and mark the appropriate box. Attach explanations or statements using a blank form.Page 7Complete the applicable lines for the present method and the proposed method. Attach lists to applicable lines using a blank form.Page 8Read each item and mark the appropriate checkbox. By pressing F9 on line 4a or 7b, you may link to the appropriate statement needed to list information.

Select Taxpayer or Spouse at the top of the form. Complete Part I for each year.If the answer to line 4 is Yes, skip line 5 and go to line 6.If the answer to line 4 is No, go to line 5.If the answer to line 5 is Yes, go to page 2 of the instructions on Community Property Laws.If the answer to line 5 is No, stop here. Do not file this form for that tax year.Note: Form 8857 can be found in the Miscellaneous package in SureFire.

Fill in the name and address of each shareholder along with the number of shares held, the date acquired, SSN (Social Security Number) or EIN (Employer's Identification Number), and the month and day the shareholder's tax year ends. To list additional share holders, press SHIFT+F10 to open the forms list and choose Duplicate Part 1 Shareholders (Dup Part 1.) Page 2 Part II- All corporations using Part II must complete item O and one of item P , Q, or R. Part II Question Q -To request a fiscal tax year based on a business purpose, you must check box Q1 and pay a user fee. You may also check box Q2 and/or Q3. Part II Question- To make a section 444 election, you must check box R1 and you may also check box R2. To attach statements to this page you may use the Blank form. Part III -Use Part III only if you make the election in Part I.  

Yes, you can do this by copying the files to a USB drive, then to the hard drive of the second computer.   Run Prior Year Carryforward on the computer where the prior year returns are located. On the same computer, click Tools Utilities/Setup Assistant Click File Copy Proforma Files On the next screen, click the location (drive and path) that you are copying FROM and click OK On the next screen, click the location that you are copying TO (eg. E:\Proforma\ or F:\Proforma\) and click OK. The Proforma files will be copied to the USB drive. Remove the USB drive and insert into the second computer. Start SureFire. Click Tools Utilities/Setup Assistant Click File Copy Files Click File Copy Proforms Files Click the location you are copying FROM (the USB drive) Click the location you are copying TO which should be \UTSXX\Proforma (XX=14 for SureFire 2014,15 for SureFire 2015, etc) Click OK. The proforma files are now copied to this hard drive. When you begin a new return, SureFire will prompt you that "prior year data exists"" and will load that data.   Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

To copy tax form defaults from one user to another Log in to Sure-Fire as Admin. On the Tools menu, select Utilities/Setup Options. Select File, and then click Return Explorer. In the Show drop-down menu, select Tax Form Defaults. In the Look in box, choose the user name from which you want to copy files. In the Action drop-down box, select Copy Files to Another Location. In the Copy to drop-down box, select the user name to which you want to copy the tax form defaults. Click Copy at the bottom of the window.

First, you want to make sure you are logged in under the ADMIN username, and then to go under Tools > Utility/Setup options Next, click on Setup > Setup Assistant Next, you want to click on Preparer Information, and now you can create New Preparer Information, or Edit Preparer existing preparer information.  You can also set default Preparer and ERO information for all users as well for every new return.*PLEASE NOTE - Whatever you set the Preparer ID to, this is what the preparer will want to enter at the bottom of the Main Formation Sheet in order to load their default information listed here.  Please see Step 4 for example of where this is on the bottom of the Main Information Sheet inside the tax return.  When you are on a tax return, this is where the Preparer will put their Preparer ID number to and hit ENTER or TAB on their keyboard to load all their default information 

In January 2012, we added the ability to create custom reports in SureFire using a Template Report. See the Add Custom Report topic in SureFire F1 help for more information.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Creacin de reportes personalizados con Crystal Reports para SureFire

While inside of Crystal Reports, open Template.rpt located in UTSXX\Reports. Template.rpt contains all of the SureFire databases linked together, with every field included. This allows you to add the fields you want to be displayed in the report and create the conditions on which the report should run.   Once you finish adding the fields and creating conditions, save the report file as a name other than Template.rpt. Then, follow the steps for adding a custom report.   Note: Crystal Reports is a third party software that we do not offer. It can be purchased separately.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Creacin de reportes personalizados (custom reports) con Template.rpt

Follow these simple steps if you are looking to create e-Files for multiple returns at once: 1.  Navigate to Tools. In the drop-down, select Make e-Files. 2.  The Making e-Files window will appear, here you can select the returns that you wish to have e-Files made for.   3.  After selecting OK, Diagnostics will run on each return selected. If an issue was found and an e-File could not be made for the return, the report will display the reason. You will need to open the return and fix the issue continue. 4.  Once all returns have undergone the Diagnostics, they will appear in the Send Returns window like normal to be sent. After this, the process of sending the created e-Files would be the same by clicking send returns.

To create the ACA Client Letter in SureFire:   Log into IntelliConnect. Open Health Care Reform [Federal Tax]. Click on Health Care Analysis Locater.   Place a check mark beside Individual Mandate for Having Health Insurance.   On the right, click 2 Results.   Click the document under Client Letters.   Click Export at the top and save to a location of your choice.       To add the letter in SureFire:   Open a tax return in SureFire. Click on theAdd Form tab. Type Letter in the Look for: box. Select New Client Letter and click OK. Select the desired client letter. Highlight the variables you will be replacing. Note: The Delete button does not remove the variables. Click the Scissor icon.   Open the letter you saved. Press the Ctrl+A keys to select all. Press the Ctrl+C keys to Copy the text. Paste (Ctrl+V) to the open letter in SureFire. Click Save.       The new client letter will be placed in the TWXX folder. (Where XX is the year of the software)

You can do this for any field whose entries are not pre-defined by SureFire. All users are able to see the lists created by the Admin user. To create a drop-down list for a non-calculated field: Log in as the Admin user. On the Tools menu, select Edit Tax Form Defaults, and the choose the appropriate package. Right-click the field for which you want to create a list, and then select Edit History List. Create the list you want, and then click OK. Repeat steps 3 and 4 for any additional field lists

Normally there is not an issue with printing a custom client letter, however, if the letter is not printed with the return, you can print it by pressing CTRL+P in the Print Preview window.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:La carta de cliente personalizada (Custom Client Letter) no imprime con la declaracin de impuestos

The database error that reads "Unable to process selected acknowledgments. Database record was not found for the selected acknowledgment (s)." can be a very frustrating one.                                                        Though it is frustrating, there is only one reason this error occurs.  If you are seeing this error, it means that more than one computer is registered with the same software Client ID.  Computer A. is pulling in an acknowledgment for a return that is not located on the computer.  Computer B. is holding a return that it will not receive an acknowledgment for.  In order to prevent the error from occurring, a network needs to be established by a local computer technician. Once a network is established, SureFire technicians can assist with establishing workstations to work alongside the main computer.  If you are experiencing this error, contact SureFire Customer Support. Customer Support will be able to assist with rehanging the acknowledgments one time per account.   

Before Adding User Names   The Admin user also has the option to modify print defaults, create Private Forms lists, and create custom history lists on form entries in each package used in the office. You do not actually copy print defaults to each new user name, but each user will use the same print defaults as Admin unless the user modifies his own print defaults. The same is true for user-defined history lists. The standard print defaults delivered with SureFire fit many business situations, but modification by Admin can be done. When any other user name modifies the tax form defaults or print packet defaults, those settings effect only that user name.   Default Security Groups   There are six default security groups in SureFire: Administrators, Demo, Preparer, ReturnManager, SuperUser, and Training. You may have an additional default security group if you have purchased the SureFire Tax Interview. This security group is called InterviewUsers.   Only the Admin user can be assigned to the Administrators group. The Admin user has access to all menu commands and actions except Start a New Return. The Demo security group is for SureFire company use only. Do not assign user names you create to the Demo security group. In the Preparer security group, users have rights to all functionality except Edit Tax Form Defaults, Return Explorer, Setup Assistant, creating e-files, transmitting e-files, and getting acknowledgments. The user can run diagnostics and clear e-file errors, but cannot create e-files. In the ReturnManager security group, each user has the same rights as SuperUser with the added ability to View and/or Edit returns from any user. This eliminates disclosing the password for Admin which keeps Groups Users secure. The SuperUser can access all menu commands and actions in SureFire and the Utility except for Groups Users, Edit History List, Edit Tax Form Defaults and Restrict Report Access. If you want to limit the actions to which new users have access, you must create your own security groups, assign the desired actions to the security groups, and then assign user names to the security groups with the desired level of security. If you have purchased the SureFire Interview product, the InterviewUsers security group has the same rights as a user assigned to the SuperUser security group. The difference between the two security groups involves starting a new return. When a user is assigned to the InterviewUsers security group and starts a new return, the Start Return in Interview Mode check box is selected and disabled on the Enter Social Security Number dialog box. Once the user enters the Social Security number the Tax Interview will open instead of a new return. In the Training security group, each user can prepare practice returns and transmit them to the Training Electronic Filing Center. You cannot assign a user name to the Training security group and another security group at the same time. If a user name belongs to another security group, SureFire automatically unassigns it when you assign the user name to the Training security group. Non-Training users cannot access returns prepared by users in the Training security group. Even if you change a user name from Training to another security group, that user cannot access the returns created in the Training security group.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Grupos de seguridad predeterminados y nombres de usuario en SureFire

To Delete Pending e-files: Go to Tools and click on Utilities/Setup Assistant In the Utility program click on File and select Delete Pending e-files. Now recreate the e-file and you will be able to send it again.  

To delete returns:   1. Go to Tools (on the main page of software after logging in.) 2. Go to Utilites/Setup Assistant 3. In the Utility window, go to File and click on Return Explorer. 4. If you are signed in as the Admin user, the Look In option will allow you to select a certain user, otherwise, you will be restricted to the user that you are currently signed into. 5. On the right hand side of the screen are the returns, click on the one you want to delete. (it will highlight blue) 6. In the lower left hand corner go to Action and select Delete Files  7. Click Delete, a prompt will appear warning you that returns are going to be deleted, click Yes if you want to delete the selected returns.  

  Download the prior year software demo Sure-Fire 2017 Demo Download the conversion software for the current software from one of the following links                                    Download Name Download Link ATX Conversion Download File Crosslink Conversion Download File Drake Conversion Download File Lacerte Conversion Download File ProSeries Conversion Download File ProSystem fx Conversion Download File TaxAct Conversion Download File TaxSlayer Conversion Download File UltraTax Conversion Download File After picking the one you need and clicking the run button, you will be prompted for the install setup. After the setup, you will end up on a screen like this. In the top right, you want to click Add Files To Convert. After hitting that you will get a screen like this. If you are using the proper year conversion file, it will auto pick the folder you need. Click OK Once you click OK, it will load all the prior year returns. All of the tax returns should automatically be selected by default. Verify, Then click convert selected files.  It will then convert the files. This screen should be the next screen you see, and all you have to do is click on close. Once complete you want to go back to your current software and should see the returns listed under the ADMIN username.  Make sure to use the password: Demo123!

In regards to a network installation, when a desktop icon browses for a program, this means the shortcut link is broken.To fix - go inside any File Folder then on the left-hand side click on This PCLook for a networked drive that has a big Red X on it.  Double click the icon for that disconnected drive.  If the Red X turns to a Green, your connection has been re-established again.  If it stays red, there is something wrong with your network.      You will need to address your network issue before the icon can re-connect and work properly.

You can find an easy-to-navigate instruction user guide right from your program! Simply look for the User Guide button at the far end of your toolbar at the top!

The Diagnostics window is very important in how you e-file returns. If there are any Diagnostic Errors, then the return will not be sendable. Most Diagnostic Errors are clickable links that will take you to the issue directly. Once the errors have been resolved, the return will become e-fillable.    

Note: You can only modify user groups you have added to the program. You cannot modify the default user groups (Administrators, Demo, InterviewUsers, Return Manager, SuperUser,Preparer, and Training).   To modify a user group to disable override   Log in to SureFire as the Admin. On the Tools menu, select Utilities/Setup Assistant. On the Setup menu, select Setup Assistant. Select Groups Users from the left menu. On the Security Groups tab, select the user-created group you want to edit, and then click Modify. To disable the override function, move Override (F8) to the left-hand column. Click OK when finished. Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Como desactivar la funcin de override (F8) en SureFire?

This can occur when there is not enough free space on the drive to which you are backing up data. If this is not the case, the disk, CD, or drive to which you are backing up data may be write protected, or the Windows profile under which you are performing the backup may not have adequate rights or permissions to write to the drive.   Otherwise, these errors probably indicate that SureFire is unable to overwrite the file containing a previous backup in your SureFire directory. To correct this problem, you need to delete the Backup.lzh file.   To delete the Backup.lzh file   Right-click the Windows Start button, and then click Explore. Navigate to X:\UTSxx\USERS\username (where X: is the drive where SureFire is installed, and xx is the tax year of your program), and right-click the Backup.lzh file. Select Delete, and then click Yes to confirm the deletion.       If you continue to receive these errors when backing up your data, one or more files you are backing up may have become corrupted. You can work around this problem by backing up small batches of your data, or even single files at a time. If you are able to back up some files but not others, the ones causing the error have become corrupted.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:"Disk protected or full..."" (o similar) al realizar una copia de seguridad de los datos "

For security purposes and because this information can change, it does not carry to the next year's tax software.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:La informacin de verificacin de identidad se traslada o se transfiere en SureFire?

When E-filing prior year returns you want to make sure that you are up to date with the latest software version which can be located by: Clicking on communications tab at the top or your screen         Clicking the get program updates button 3. Software will either ask to download latest version or tell its up to date. 4. Once you are updated you'll be able to e-file prior year returns.        

Go to Help View Authorization and verify that your Client ID is displaying correctly. If the Client ID is not displaying correctly in SureFire, complete the following: Log into the program as Admin. Click Tools Utilities/Setup Assistant. Click Setup Setup Assistant. Verify the EFIN and Registration Code. Click Register Code. Click Save and Close.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: EFC 77 - "You have transmitted an e-file using a transmission relationship that is not valid in the EFC Client Database""(SPANISH) o SureFire "

If the e-file status does not update to Rejected afterfollowing instructions in the articleHow do I rehang an acknowledgment for SureFire or ?and you need to resent it, but the status is not updating for you to be able to create the e-file again, do the followingto force the E-file button to be active: Note the Taxpayer ID on the return. Close SureFire and navigate to the ?:\UTSYY\TRANSMIT folder (where ? is the drive letter that you run SureFire from andYY is the tax year). Locate the file that begins with E0XXXXXXXXUSFO.mefxml (where Xis theTaxpayer ID). Create a new folder and move the file into this folder which will hide the e-file from the program. Go back into the return. Remove the EFIN from the 8879, then close the return. Open the return, then run the diagnostics.It will have the error that the EFIN is missing. Enter the EFINback on the 8879. Run the diagnostics again. The E-file button should now be active for you to create the e-file again.   Note: If this is a prior year return like 2019, you will locate the file that begins withE9XXXXXXXXUSFO.mefxml           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:e-File status no se actualizar a rechazado despus de volver a enviar un acuse de recibo en SureFire.

This is most likely an issue with SAP® Crystal Reports® Basic Runtime for Microsoft® Visual Studio® 2008, which installs when you install TaxWise. Note: If TaxWise is on a network, perform the following steps on each workstation that is affected. To repair Crystal Reports® Basic Runtime for Microsoft® Visual Studio® 2008: Close TaxWise (on the affected workstation if on a network). Click the Microsoft® Windows® Start button, and click Control Panel. If in Category view, click Uninstall a program under Programs. If in Large Icons or Small Icons view, click Programs and Features. Locate Crystal Reports Basic Runtime for Visual Studio 2008 Left-click to highlight. Click Repair at the top of the program list. You will see one of the following: A small box displays as it is repairing and the box will automatically close when finished with no message A Microsoft® Windows® Installer box with a message, "The feature you are trying to use is on a network resource that is unavailable." If Crystal Reports® Basic Runtime for Microsoft® Visual Studio® 2008 runs the repair with no errors, re-create the e-file and attempt to send. If the repair fixed the issue, your E-file Submission Report will now be populated. If the repair did not correct your issue or you receive the Microsoft® Windows® Installer error mentioned above, you will need to contact Technical Support for assistance.

Because it is impossible for an e-file transmitter like CCH SFS to stop an e-file once you have transmitted it, your only option for correcting this information is to contact the IRS Help Desk at (866) 255-0654 for assistance.   If the IRS is unable to correct the information, the refund will be deposited to the account specified on the return, assuming it is valid. If the routing number or account number are invalid, then the IRS will mail the refund as a paper check to the address you entered for the taxpayer.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:E-files transmitidos con informacin bancaria incorrecta

  Once you have completed a return and are ready to E-File, there are a couple of steps that will need to be done before it's off to the IRS or the state. The first thing that will need to be done is Diagnostics, this feature scans the return and ensures there are no outstanding issues with is, or something is not blatantly missing. Now, it's not a catch-all and won't pick up on everything in the book, but it will give you a solid baseline with errors that are displayed, along with warnings for things that could be a potential issue down the road. Once you have completed Diagnostics and it states No Diagnostic errors detected, an E-file button at the bottom of the window will become available for you to click. Doing so will show another window to allow you to choose the Federal return, state, or both depending on what is in the completed return. After this, you will be prompted with a message stating the following: "Electronic return is created and stored on disk." What this message means is an E-file was created, but not sent yet, what will need to be done is navigate back to the dashboard of the program by closing the return, then select the Send Returnsbutton. This will open a list showing you all of the E-files that have been created and are waiting to be sent off. If you see a lock on the state return listed, please see this article here. Just check the returns you wish to send, and then select the Send button. After doing so, a Submission Report will display showing you want is being sent with this transmission, you can choose to save or print this report for your records if you please.    

To e-file an extension for Form 1120S   Fill in the information about the company name. Select Yes to the Do you want to electronically file this return? question. Select either Form 7004 without direct debit or Form 7004 with direct debit for the What form(s) are you e-filing using PINs? question. Fill in the information for Signing officer information for e-filing, Officer Information, and Preparer Information. Add Form 7004 to the return, and then select the checkbox at the top of the page to indicate if you are using this form. Run diagnostics and correct any errors you may receive. Click Extension E-File to create an e-file. Close the return, and select Send Federal/State Returns on the Communications menu.  

If your clients want to e-file their state returns, they must file their returns using Form 1040EZ, Form 1040A, or Form 1040.

There is an area in the return list screen that can be edited to say what the return may be needing or what stage the return is in. The return status cannot be altered but the return stage area can be.       To edit this field: 1. Log in as Admin 2. Go to Tools on the main page of the program 3. Select Edit Tax Form Defaults. (Note: This can also be edited on the fly when in a return.) 4. Choose a package, example 1040 or 1120 5. Go to Return stage at the top of the return.   6. Click on Edit Return Stage Options 7. Click the text box under Add an item to the list and type in the desired return stage. Hit add to add the return stage to the list. You can add as many as you like. 8. Close the tax form defaults. 9. Open the return you are wanting to edit the return stage for and click on return stage. 10. Choose the return stage you want added to the return and select OK. 11. On the return list the return stage will appear.

SureFire displays the Return Stage asa column on the Existing Tax Returns window when you select returns for editing, printing, or creating e-files. SureFire also displays the Return Stage on the Query Results window for each tax return.   Note: You must be logged in as the Admin user and be in the Edit Tax Form Defaults mode to create this list.   To create and edit the Return Stage List, use the following steps:   While you are in Edit Tax Form Defaults mode, click the Return Stage button, and click Edit Return Stage Options... Enter and modify the options you want to add as you would any other user-defined history list. When you finish entering and modifying list entries, click OK. SureFire adds your entries to the Return Stage Options.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Editando las opciones de Return Stage (Etapa de la declaracin de impuestos)

If you receive EFC Reject 38 you have sent the return before your software was updated. To correct this issue: After logging into the program, go to Communications Select Get Program Updates The update will download, when finished you will need to close the program and reopen (you do not need to restart your computer) a dialogue box will appear saying Sure-Fire has been updated to version _ _._ _ Log back into program and go to Tools Select Get Module Updates Run the updates, if you are up to date on modules the message will read No mail to toss Recreate the E-file (run diagnostics and hit E-file button) Resend return If you continue to get the same EFC reject code after this process, contact customer support directly to assist further.

This is a record of the EFC Reject Codes.    Reject code 2: Missing entry value Reject Code 3: The e-file did not process properly. No corrections need to be made; simply recreate the e-file and resend. Reject Code 4: The e-file did not process properly. No corrections need to be made; simply recreate the e-file and resend. Reject Code 5: The e-file did not process properly. No corrections need to be made; simply recreate the e-file and resend. Reject Code 6: The primary last name is blank. Please enter the primary last name. Reject Code 7: The company name is blank. Please enter the company name. Reject Code 8: The EFIN on this return does not match the EFIN that we have on file for this Client ID. Login to the Solution Center as ADMIN to view the EFIN on file for this CID. Reject Code 9: Unknown service center Reject Code 10: EFile and extension conflict Reject Code 11: An extension has been previously submitted to the IRS for this TIN. The extension has a status of accepted or pending. If accepted, please do not resubmit. If pending, please wait for an acknowledgement from the IRS. Reject Code 12: A return has been previously submitted to the IRS for this TIN. The return has either an accepted or pending status. If accepted, please do not resubmit. If corrections need to be made, please amend the return. If the return is pending, please wait for an acknowledgement from the IRS. Reject Code 13: A return has been previously submitted to this state for this TIN. The return has either an accepted or pending status. If accepted, please do not resubmit. If corrections need to be made, please amend the return. If the return is pending, please wait for an acknowledgement from the state. Reject Code 14: There is a previously filed bank application for this TIN on file. It is either in an accepted status or pending. If accepted, please do not resubmit. If pending, please wait for an acknowledgement from the bank. Reject Code 15: There are fee(s) on the bank application that do not match the fee(s) submitted on the ERO application. These fees must match. Please make corrections. You can login to the Solution Center as ADMIN to view the correct fees. Reject Code 16: You are currently signed up to do Bank Products, therefore you can not send a Fee Collect Return. Please remove the Fee Collect application from this return. Reject Code 17: Bank application contains invalid data. Please verify all information on the bank application. Reject Code 18: Foreign phone number contains invalid data. Please verify that the foreign phone number is correct. Reject Code 20: You must be approved to offer bank related Audit Shield before submitting a bank related Audit Shield application. Wait for that approval, then recreate the efile and send or remove the Audit Shield application from the return, create a new efile, and resend now. Reject Code 21: Client not approved to sell Audit Shield. Please remove the Audit Shield application from the return and resubmit. Reject Code 22: Missing disclosure for sharing return information with bank. Please update Consent to Use an Disclose Bank information and resubmit e-file. Reject Code 23: Missing disclosure for sharing return information with Audit Shield. Please update Consent to Use and Disclose Audit Shield information and re-submit e-file. Reject Code 24: Missing disclosure for sharing return information with regional office Reject Code 25: Missing fee collection disclosure Reject Code 26: One or more pages of a multiple-page schedule or form are missing. (See exceptions, below.) 1. Page 2 may be present without Page 1 (and vice-versa) for the following forms or schedules: Schedule E Form 4684 Form 4797 Form 8283 Form 8824 Form 8853 2. Page 2 of the following forms and schedules need not be transmitted if there are no entries on that page: Schedule C Schedule C (5713) Schedule D Schedule F Schedule H Schedule O (5471) Schedule 2 Form 2441 Form 4562 Form 5329 Form 6251 Form 8275 Form 8275-R Form 8582-CR Form 8606 Form 8621 Form 8697 Form 8801 Form 8839 Form 8915 3. Pages 2,3 and 4 are optional for Form 2210, but neither Page 2, 3 or 4 can be present without Page 1. 4. Pages 2 and 3 are optional for Form 8582, but neither Page 2 nor Page 3 can be present without Page 1. 5. Page 4 of Form 4136 may be present without Pages 1, 2, or 3 but if Pages 1, 2 or 3 are present, Page 4 must be included. 6. For the following forms, Page 1 must be present, but Pages 2-4 need not be transmitted if there are no Reject Code 27: On the Optional Statement Records (identified by an asterisk (*) in Part II Record Layouts), any Statement Reference number ('STM' plus the statement number) occurring within the tax return must have a corresponding Statement Record. Reject Code 28: See Publication 1345A Filing Season Supplement for Authorized e-file Providers, Part III - Error Reject Codes for details. Reject Code 29: This efile was created before downloading the latest program update. Please download all the latest updates, recreate the efile, and resend. Reject Code 30: On the Tax Return Record Identification Page 1, the Declaration Control Number (DCN) must be numeric and 14 bytes long. The first two digits of the Declaration Control Number (DCN) must be zeros (“00”). The last digit must equal the last digit of the filing year; for example, tax year 2011 is filing year 2012, so the value expected would be “2”. Reject Code 31: Only one Form 1040/A/EZ is allowed per return. Please discard both 1040 forms, and then re-add the desired form. Reject Code 32: Only one Form 1040/A/EZ is allowed per return. Please discard both 1040 forms, and then re-add the desired form. Reject Code 33: State Information is incomplete. Please download the latest 1099-MISC. Recreate the e-file and transmit again. Reject Code 34: If a state has a RTN or DAN or checking account indicator or savings account indicator present, then both the RTN and DAN must be present, and also either the checking or savings account indicator must be present. Reject Code 35: Because the Federal return was rejected, this corresponding piggyback state has also been rejected. Reject Code 36: This efile was created before downloading the latest program or form update. Please download all the latest updates, recreate the efile, and resend. Reject Code 37: The return was received after the final cutoff date for transmissions. This return must be filed on paper. Reject Code 38: This efile was created before downloading the latest program or form update. Please download all the latest updates, recreate the efile, and resend. Reject Code 39: There are invalid characters in this e-file.This problem can occur when your computer's Regional Settings are set to anything other than English (United States), or you are running a foreign (e.g., Arabic) version of Microsoft Windows. Reject Code 40: The direct deposit account information in this return does not match the bank from which you are requesting a bank product. Reject Code 41: The return was changed after the e-file was created. The e-file was rejected to ensure that you would re-create the e-file and incorporate the changes before you transmit it. Reject Code 42: Support for e-filing corrected 1099s will be released in a later version. Once this update has been released please install that update and re-efile this return. Reject Code 43: Every 1099-DIV record that has an amount in box 1b Qualified Dividends must also have a nonzero amount in box 1a Total Ordinary Dividends. Reject Code 44: The Loan application was received after the cut-off date determined by the bank. Only non-loan products are still allowed (ERC's). Reject Code 45: The e-file was rejected because the IRAL application was rejected. Please correct the IRAL application or remove from the return before resubmitting the e-file. Reject Code 46: The data provided failed validation. Please see custom description for more information. Reject Code 47: This return appears to be invalid, and is being reviewed by Customer Service. You will be contacted by a Customer Service representative to address the error shortly. Reject Code 48: This return appears to be invalid, and is being reviewed by Customer Service. You will be contacted by a Customer Service representative to address the error shortly. Reject Code 49: This type of efile is not currently being accepted by the EFC. Please resubmit once the EFC has begun accepting these types of efiles. Reject Code 50: You must be approved to offer Fee Colle

Information stored in the EIN database can be carried forward to the next year's software. Do this by going to Tools, selecting Utilities/Setup Assistant. Then select Setup in this window, and then Setup Assistant. On the left, find Configuration Settings and transfer your information from last year.It can also be imported/exported within the software.Note: The EIN database cannot be manually edited.

Information stored in the EIN database can be carried forward to the next year's software, andit can also be imported/exported within the software.   Note: The EIN database cannot be manually edited.   To carry forward the EIN database   Log in as the ADMIN user. Onthe Tools menu, point to Carry Forward, and then selectEmployer Database. Click Yes to carry forward the EIN database.     To export and import EIN database   On the Tools menu, click Export/Import Employer Database. In the Export to box, clickBrowse. Navigate to the locationwhere you want to export the file, and then click Open. Click Begin.     To import the EIN database   On the Tools menu, click Export/Import EIN Database. Select Import from file. Navigate to the location where you exported your database, and then click Open. Click Begin.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Base de datos EIN

For TWO, they just need to recreate and resend the e-files. For TWD, they need to make sure they have AL V2.

To enable screen reader for thevisually impaired: Open SureFire (Install Version). Click Tools Utilities/Setup Assistant Setup Setup Assistant. Click the General Options tab. Under Miscellaneous Options select Enable screen reader for visually impaired. Click Save and Close.       Note: SureFire is 508 Compliant. SureFire will work with software such as JAWS and other text-to-speech software to allow sight-impaired customers to use the software.   Follow this linkhttp://www.ada.gov/508/ for more information about Section 508 of the Rehabilitation Act of 1973.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo habilitar Screen Reader (lector de pantalla) para asistir a preparadores con discapacidades visuales?

From the line on the return to which the amortization should be linked, link to a Form 4562 or you can use the Link Depr Wkst tax at the top of the form. On line 6a, link to a depreciation worksheet. Complete lines 1a through line 1e. On line 3 (Method), enter AMORTIZ (you may press the spacebar for a picklist) as the method so that Sure-Fire will know that this asset is being amortized instead of depreciated. If this is the first year of amortization, enter the appropriate amortization code beside line 3. These codes can be found in F1 help for the depreciation worksheet.Note:If there is prior year amortization, you do not need to enter the code but will need to enter any amortization from prior years on line 7.If you want to amortize points for a home link from Schedule A, line 12 to the asset worksheet

Page 1 You must mark this form either Business or Individual. If you select the Individual check box, you must enter either T for the taxpayer, S for the spouse, or J for a joint return. Information is then carried over from the Main Information Sheet. Note: Form 2848 is not honored for any purpose other than representation before the IRS. Line 2 Only the first three representatives you list are entered on the Centralized Authorization File (CAF). All representatives must sign and date this form on page 2, Part II. Line 4 Select the checkbox on this line if the power of attorney is for a specific use not recorded on CAF. You may duplicate this form by pressing Shift+F10. Page 2 Complete all applicable information. See the IRS instructions for Form 2848 for more information.

Page 1   You must mark either T for taxpayer, S for spouse, or J for a joint return. Information is then carried over from the Main Information Sheet. Fill in the applicable lines. If the box at the top of the form is highlighted, the name or address from the Main Information Sheet has been shortened because there is not enough space on the form to print all the information. Select the check box if changes are needed to make the name/address valid and make the necessary changes. If no changes are needed, press F3 on the entries to turn off the red. Copy this form using SHIFT+F10, if needed.   Page 2   Fill in the applicable lines. By pressing F9 where indicated, you may link to the appropriate statement needed to list information. For line 13, current value, enter the amount you could sell the asset for today. Copy this form using SHIFT+F10, if needed.   Page 3   Fill in the applicable lines. Line 18 – Press F9 on the Name column for an additional statement.   Page 4   Fill in the applicable lines. Line 19 – Press F9 on the Year column for additional statement. Line 20 – Press F9 on the Street Address column for additional statement. Press F9 on any amount entry for a scratch pad.   Page 5   Line 23 – Press F9 on the Name column for additional statement.   Page 6   Fill in the applicable lines.

Page 1   The Name and Address on the Main Info sheet have been shortened on this form due to printing requirements. Select the check box at the top of the form to make changes, or press F3 on the entries if no changes are necessary. Line 6 – Press F9 on the Name column for an additional statement. Fill in the applicable lines.   Page 2   Fill in the applicable lines. Line 8 – Press F9 on the Year column for an additional statement. Line 9 – Press F9 on the Year column for an additional statement.   Page 3   Fill in the applicable lines. Line 10 – Press F9 on the Street Address column for an additional statement. Line 11 – Press F9 on the Description column under Machinery, Equipment or Other for an additional statement. Line 12 – Press F9 on the Name column for an additional statement. In the Current Value column, indicate the amount you could sell the asset for today.   Page 4   Fill in the applicable lines. Line 13 – Press F9 on the Name column, under Checking Accounts or Savings Accounts, for an additional statement. Line 14 – Press F9 on the Type column for an additional statement. Line 16 – Press F9 on the Name of Credit Institution column for an additional statement.   Page 5   Fill in all applicable lines.   Page 6   Fill in the applicable lines. Press F9 in the Name column for an additional statement.

You must select this form either business or individual. If you select the individual box, you must enter T for the taxpayer, S for the spouse, or J for a joint return. Information is carried over from the Main Information Sheet. Fill in all applicable entries. Press SHIFT+F10 to duplicate this form.

If the return includes six or fewer interest income items, all taxable to Federal and state, enter them on lines 1A-1F. If there are more than six items, or if you need a worksheet, enter ALL items on the Additional Interest Income statement, which you can access by pressing F9 on any line in this section. You should use the statement if:   there are more than six payers; you need to make adjustments for interest income treated differently by the state; you want to designate ownership to Taxpayer (T), Spouse (S), or Joint (J); some interest is Nominee (N), Tax Exempt (E), Accrued (A), OID Adjustment (O) or ABP Adjustment (B); there are penalties or withholding on the interest income.     If you are preparing a state return, you should consult the instructions for the particular state before using the Interest Income statement. Tip: If needed, you can duplicate the statement for additional entries, by pressing SHIFT+F10. Totals from the statement will flow to the correct lines on Schedule B. Totals from Schedule B will flow to Form 1040, 1040A or 1040EZ.  

SureFire offers you the salutation field in your returns allow you more options on how to address your customers.   This tool allows you to present more professional client letters that contain the taxpayer/spouse salutations.   From the main information sheet, right next to the taxpayer/spouse name, select a choice from the drop-down list. SureFire is delivered with the following default selections:   Mr Mrs Miss Dr Sr Sra Srta   If you do not have a drop-down list when selecting the Taxpayer/Spouse Salutation field, you need to enable the Display User-Defined and Auto-Populated History Lists option in Setup Options.   To enable this option:   Log in with any user that has access to the Utility Program. On the Tools menu, select Utilities/Setup Assistant. On the Setup menu, select Setup Assistant. On the General Optionstab,select the Display User-Defined and Auto-Populated History Lists check box. Click Next twice, and then click Finish.       If you want to see additional selections in the Salutation field to accommodate your client base, follow the steps below.   To add selections to the Salutation field   Log in as the ADMIN user. On the Tools menu, select Edit Tax Form Defaults. Select Individual- 1040, and click Yes to confirm. Right-click Taxpayer/Spouse Salutation, and then select Edit History List. Add items to the list, and then click OK.       Note: Only the ADMIN user can add/remove selections to the salutation entries.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:El correo electrnico de confirmacin de e-Signature tiene momentos que est no sincronizado.

The Name, Phone Number, and PIN fields are required for electronically filed returns. However, if you are filing a paper return and you do not want to enter this information, you can enter Preparer as the Designee's name and leave the other two fields blank. Note: You will need to press F3 in those fields to take the red out.   You should do this only for returns that are to be paper filed. You will not be able to electronically file the return without this information.   Tip: If you do not electronically file the returns, you can set up these changes in tax form defaults.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Informacin acerca del Third party designee para preparadores

Navigate to the drive where SureFire is installed. Open the UTSxx folder (where xx is theyear of the program you are working with). Delete dbrepair.dat Do not delete dbrepair.exe or dbrepair.exe.config You can now open SureFire.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "DBRepair is currently running. Please wait until it is finished before entering the application"" al abrir SureFire "

To resolve this error: Close SureFire on all workstations. Navigate to UTSxx (where xx is the 2-digit year). Delete ratstorage.dat. Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: Value has an incorrect size cuando intenta abrir SureFire

The error "Unable to process selected acknowledgments.  Database record was not found for the selected acknowledgments." is received when an acknowledgment is downloaded for a return that is not present on the system. This is caused when returns are sent and received by more than one computer than are not networked together. We strongly advise that you network multiple computers together if you plan to use more than one for e-filing. To resolve this error you will need to contact our support department.

To solve this problem, delete the Homepage.xml file.   To delete the Homepage.xml file   Right-click the Windows Start button, and then click Open Windows Explorer. Navigate to the X:\UTSxx\TWHomepage (where X: is the drive where SureFire is installed, and xx is the year of your program). Right-click the Homepage.xml file, and then select Delete. Click Yes to confirm the deletion.   Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:"Error 104"" al Abrir el programa de SureFire "

This error occurs when attempting to install the SureFire software on an unsupported operating system. Note: SureFire does not support Windows XP or Windows Vista, please see our system requirements article for more information on supported operating systems.

Go to any year of SureFire UTS\TwTech\ Run setup Now can open all years of SureFire again.     NOTE: Remember outside of tax season (January-April),we are able to support thecurrent tax year plus sixyears prior. Support for products developed over sixyears ago is no longeravailable.

First Step: Go to the UTS20XX folder Delete the Mutax.dat and Update.dat files   Second Step: Go to UTS20XX folder Go to the updates folder Run the setup.exe Now can run update as normal

This issue will occur when you change your EFIN and your return still contains the old EFIN. Review the details in the communication window or in the submission report, the details will let you know what you need to fix. If the EFIN and the registration code match and you are still getting this error contact our customer support team

There are two ways to resolve this issue:   Run Setup as admin on the mapped drive:   In your mapped drive navigate to UTS20TWTech Right click setup.exe and select "run as Administrator"" Setup should proceed normally.   If this does not resolve you may need to run it from an admin command prompt:   Open start menu and type CMD Right click command prompt and select ""Run as Administrator"" in command prompt type ""(drive letter):"" where (Drive letter) is the same as the drive you store SureFire on and then press enter type ""cd uts20\twtech"" and press enter type ""Setup.exe"" and press enter Setup should proceed normally. "

This error occurs in the Desktop software whenever the user attempts to START A NEW RETURN while signed in as the ADMIN user.                                                         To resolve this error, simply click on the CHANGE USER button from the main screen of the software and change the dropdown to GUEST or another user with permissions to create a return.  

You can retransmit check print records from within SureFire.   On the Bank menu select Maintenance/Setup and then Transmit Check Print Data.   If the issue persists, right click your SureFire desktop icon and select Properties. Click Open File Location or Find Target (whichever is present). Locate the TRANSMIT folder. Inside of this folder locate the file named S2Master (for 2012) and delete it. Then attempt to Transmit Check Print Data again.

To correct this problem, you need to run Setup.   To run Setup.exe Close SureFire Right-click the Start button, and then click Explore. Navigate to X:\UTSXX\TWTech (where X: is the drive on which SureFire is installed, and XX corresponds to the tax year of your program). Double-click the Setup.exe file. Follow the on-screen instructions to complete Setup.   You will no longer receive this error when printing acknowledgments or reports.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Error 527 en el archivo de Reportes al imprimir Acks o Reportes en SureFire.

                                                            This error is most common when are attempting to add a state to a return and the state isn't correctly downloaded or updated. You can fix this by checking for any updates to your modules. Sign in to your SureFire software as an Admin and go to Communications at the top and then select Get-Module Updates.                                                                                                                          After the updates finish applying, you should then be able to add the state into the return without issue.

This error can occur if the Form is not yet available, update the form when available.

This can occur when your Kaspersky anti-virus software is blocking the print processes. To resolve the issue, you need to disable hardware controls in Kaspersky. See the Help documentation in your version of Kaspersky for more information.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Error: 'Form range for...'" al imprimir declaraciones en SureFire "

This can occur when you download the same updates from the Customer Support website after you already downloaded through your program using the PPR support menu resulting in duplicate update files waiting to be processed for state or federal forms.To resolve this problem, you need to delete any unprocessed duplicate update files.   To remove unprocessed duplicate updates   Right-click the Windows Start button, and then click Open Windows Explorer. Navigate to X:\UTSxx\Mailbox (where X: is the drive on which SureFire is installed, and xx corresponds to the tax year of your program). Look through the *.zip update files for files beginning with ST, and find the jurisdiction in question by looking at the fifth and sixth characters in the filename. For example, for version 2 (02) of the Georgia (GA) state Individual (I) module, if you had duplicates, you would have a STPIGA02.ZIP file and a STUIGA02.ZIP file. The file with a P is the processed version (STPIGA02.ZIP).. Right-click the unprocessed (U) version of this module update, and then click Delete. In the example from step 3, the file to delete would be STUIGA02.ZIP. Note: A federal update file would have US for the jurisdiction code. Click Yes to confirm the deletion.       You will now be able to install the update without receiving this error.

This error can occur when the e-file is created before the returnis submittedthrough e-signature. Erasethe existinge-file by following the stepsin the following article:How do I erase an e-file that is created but not transmitted in SureFire? Open the return, and then try to resubmit the e-signature request.           Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de Error: "An unknown error occurred trying to process e-signature request. Unable to connect to the remote server"" al intentar enviar un archivo de e-Signature en SureFire Install Version. "

To fix the "EAccessViolation in module..."" error: Go to ?:\UTSxx\UPDATES. Run setup.exe. Note: When the update is done

If you are receiving the error in diagnostics on a certain return, you need to un-install and reinstall any states attached to the return:   To uninstall and reinstall state packages   On the Tools menu,click Utilities/Setup Assistant. In the Utility program, on the Tools menu,click Uninstall Modules. Select the states and packages to be uninstalled. In the Utility program, on the Tools menu,click Install Module Updates. Reinstall the states that were just uninstalled.       If the error occurs during DBRepair or after selecting Open Existing Return list, the problem may be a corrupted return file, which may be identified by the fact that it is much larger that the files of other returns. To solve the problem in such a case, you need to remove any corrupted files.    

This is most likely caused by damaged SureFire program files.   1. Go to X:\UTSYY\UPDATES\ Note:In this case X:\ is the drive to which SureFire is installed, and YY is the 2-digit year. 2. Run Setup.exe to apply the most recent SureFire update again.   If this does not correct the issue, you may need to re-install the program.             Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de Error: SureFire Runtime Error 216 - 229

Go to your c drive then go to the uts folder for the software year your having issues with, open the tw tech folder and run the setup file.

When trying to open up 2018 you will see a message saying error opeing database to fix you have to move create a new folder for the old files then run the db rerepair on them the message is from a broken databse.

To solve this problem   Open Windows Explorer and go to C:\ProgramData\Wolters Kluwer. Rename the Registrationfolder to 1Registration, and then start Client Write-Up. A Windows Installer dialog box should appear. If it does not, close Client Write-Up and verify the previous steps. Once the Windows Installer process is finished, right-click the Registrationfolder that was created in C:\ProgramData\Wolters Kluwer and select Delete, and then click Yes to confirm. Right-click the 1Registration folder, and then select Rename. Type Registration, and then press ENTER.       You should no longer experience this problem with the Tax Export process.

Note: SureFire Install Version to SureFire Web Version Transfer ONLY works for current year returns.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "Communications failed. Please try again later."" al intentar transferir a SureFire Web Version una declaracin del ao anterior. "

This normally occurs when the program has just been install or the Admin user has been reset. Click Login with no password, A status windows will open saying Create a New Admin password to get started. Click Ok and when the Modify User window opens enter a password.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "Password is blank. The user (Admin) needs to establish a password for the user (Admin)"" al hacer clic en iniciar sesin con el usuario Admin en SureFire. "

#1 - Login as Admin, click on tools, click on setup assistance, click on setup, and setup assistance. Now click on partner verification, and click on refresh data. Make sure have all latest module updates, and program updates. Make sure e-file turned on in datamanager and credit card on file on the solution center In DataManager, make sure enrolled in bank products. If says I enrolled in Advance, make sure in datamanager says Advance and RT approved.   If you corrected #3, and #4. It can take 30 minutes to an hour to take update and will need to go back to step #1 to udpate after that time.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Ha recibido el error: I'm not authorized for easy advance, XR card, or any bank products in SureFire

Go to UTSXX(XX being the year of the program) and erase the Ratstorage.dat file, try to start the new return again and it should open successfully.

Estimated entries have been configured to disqualify a return from electronic filing. Run Diagnostic in SureFire, Scroll to the bottom of the diagnostic window, and locate Estimated entries. Click on each estimated entry. Right-click and un-estimate. Re-run diagnostics Note: To remove this go to Tools and click on Mark Estimated Entries as Diagnostic Errors to un-mark it.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Las entradas estimadas se han configurado para descalificar una declaracin de presentacin electrnica en SureFire.

The SureFire program includes the 1040ES Form that allows you to fill out Estimated Payments for the next tax season, be they required for previous tax years, or not. If not automatically added to your return, you can navigate to Form>Add Form/Display Form List and search "1040ES" to add it, you will also notice that the viewable form has a payment breakdown at the bottom of the page. These payments that are displayed will also be shown on the four payment vouchers that are added to the return when the 1040ES form is added.                                                                              

Reinstalling the newest version of SureFire will resolve this error.   Rename UTSXX to UTSXX.OLD. Uninstall SureFire. Name back UTSXX.OLD to UTSXX. Go to the folder twtech and run the setup.exe. Reboot before attempting to open.   The program can now be opened.

Hold FN bottom left of keyboard, then press F3, F1, or F7

Sending this email out to everyone as a reminder on how to do an extension, and how to verify that its an extension was made. To file an extension is pretty simple. To do so, on the main information sheet make sure to make which option you need. If they owe money to the IRS you want to mark 4868 with direct debit. If the client is getting a refund you want to mark 4868 without direct debit. No PINS required. Once you have marked the 4868 it will populate that form in the forms tree. Simply fill that out. Once completed you can go ahead and e-File like normal. Just make sure the 4868 is being used by making sure that box is checked. To verify that extension was created for the Web Version simply go under TAX RETURNS and look at the list and make sure it looks like this: To verify that extension was able to be created for the Install Version after running diagnostics it will say extension e-File.  

To calculate fiscal year data, change the Date Information above the heading on the main form of the return. Note: Sure-Fire does not calculate fiscal years in the Individual package. If there are entries that this will affect, you need to override them in the return. For additional help on this and other subjects, press F1 in Sure-Fire to access on-line help, or consult the Sure-Fire User Manual.

Changing your display settings should correct this. To change your display settings   Right-click on your desktop and select Properties On the Settings tab, click Advanced. On the Troubleshoot tab, slide the Hardware acceleration slider to the left at least one notch. Click OK to close that window, and then click OK again.   If the problem persists, try reducing the acceleration more.  

Each sheet allows for 17 beneficiaries. Press Shift+F10 to open a new form. Enter 18 in the first No entry of the second copy. If have more than 34 & 160 beneficiaries, press Shift+F10 for a new form. Enter 35 in the first No entry on the third copy. Start the fourth copy with 52, the fifth copy with 69, etc.

To do this, first fill in the name and address of each shareholder along with the number of shares held, the date acquired, SSN (Social Security Number) or EIN (Employer Identification Number), and the month and day the shareholder's tax year ends. To list additional shareholders, press CTRL+F10 to open the forms list, and then choose Duplicate Part 1 Shareholders (Dup Part 1).  

This can occur when you have entered a foreign donee's address on Form 8283. The IRS does not include addresses for foreign countries in the e-file specifications for this form. You must paper-file this return.

Close the return. Click Tools Utilities/Setup Assistant. Click Tools Uninstall Modules. Select amodule for the return type. For example,if it is a 1040 return with California, select (Individual-1040 and California). Click OK. Click OKagain. Click X on the right side to close the window. Click Communications Get Module Updates. Once all fourboxes under Tasks are selected,click Close. Click OKon the Unprocessed Emailwindow (if it displays). Click Yes on theModule Update(s) window. Click OK on the Install window once modules are applied. Note: If forms are still not aligned, you can openopen a support case to receive assistance.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Los formularios no estn alineados en SureFire.

You should at least see a column heading bar across the top of the area, where forms are supposed to be listed, just below the form search options. A flag should be on the left side of this bar. Right-click on the bar and you should see a pop-up shortcut menu with four options:   Status Shortcut Type Description   Make sure that at least one of the first three options hasa check beside it in order to see forms listed (usually having all three options checked is best).           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Los formularios no aparecen en "Add Form/Display List"" de formularios en SureFire. "

If you are unable to find a form in the Add Form/Display Form list, then it is most likely that you may have the columns sorted incorrectly or by the wrong term. When viewing forms, across the top of the columns are four buttons.                  One of these options will have either a gray arrow, or a checkmark next to it signifying that it is the current column being sorted right now. This also signifies which column you're searching through.   For example, if you have the Type column sorted, and you're looking for Amendment, you likely won't find it. Now if you have Description column sorted, searching Amendment will result in you finding the correct form.  

Q: How can I become an Authorized IRS e-file Provider? A.For information on becoming an Authorized IRS e-file Provider, see the IRS Web site at: www.irs.gov/taxpros/providers/article/0,,id=222533,00.html   Q: What number should I (or my client) use to contact the IRS with questions? A.For a list of numbers for taxpayer assistance, see: www.irs.gov/contact/index.html   Q: Where can I find answers to my questions about the IRS e-file Application to Participate? A.You can apply to participate in the IRS e-file program at any time during the year. If you have questions about the IRS e-file Application or the application process, see the IRS' E-file FAQhttps://www.irs.gov/site-index-search?search=IRS+e-file+Applicationfield_pup_historical_1=1field_pup_historical=1.   Remember, you must notify the IRS within 30 days of any change to the information you submit on your application. You can update your information online by logging in to IRS e-services at www.irs.gov/taxpros/article/0,,id=109646,00.html, or call the IRS e-Help desk toll-free at (866) 255-0654.   Q: How can I learn more about the Federal/State e-file program? What are the state requirements? A.All states automatically accept IRS EFINs. Once approved for electronic filing with the IRS, states with which you registered will automatically receive an updated EFIN status. You can find the answers to most other questions about the Federal/State e-file program on the IRS Web sitehttp://www.irs.gov/site-index-search?search=EFINSfield_pup_historical_1=1field_pup_historical=1. This FAQ page includes several tables with more information about state signature methods and application processes and contact information for state coordinators.   Q: What is the difference between an Originator and a Transmitter? A.ATransmitteris an e-file provider, such as CCH. AnOriginatoris the return preparer or the individual sending the return to the Transmitter.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Preguntas frecuentes sobre el IRS y el envo de achivos electrnicos

This is a known issue with the Kyocera print driver. Installing the HP LaserJet 4L driver may correct the problem. For instructions on adding a new printer driver, see: http://windows.microsoft.com/en-US/windows-vista/Find-and-install-printer-drivers ; If you restart the Kyocera or the server after changing the driver to the HP 4L, the Kyocera printer may not show up on the network. You would then need to go to Printers and Faxes (or Devices and Printers), and then Add Printer. Search the network and use the "HP LaserJet 4L" printer that should now show up on the network. The workstations will be able to connect and print to the Kyocera that is physically attached to the server, while using the HP 4L driver to do so.

Common Characteristics of Possible Fraud:   Withholding is approximately 25% of the income. Example: Box 1 is 32,000.00 Box 2 is 8,000.00 W-2s look legitimate, but there are typos. All are typed -- may even look computer generated. Filing status is usually Single - but may be HH. Employer names and EINs are always legitimate. These employer names and EINs have been used fraudulently: Dallas County Hospital District AAA of TX LLC Dallas Market Center Pacific West Management LTD Financial Stein Mart (Jacksonville, FL) Taxpayer address on W-2 does not match address on Driver's License or ID. Taxpayer will offer a phone number to verify employment.   What to do:   Consider any W-2 on which the withhold seems excessively high to be suspicious. Be sure to record the taxpayer address from the Driver's license. If a copy machine is available, make a copy of Driver's License and Social Security Card. Do not alert taxpayer that you are suspicious. Complete the return in the normal manner. Write down the phone number for employer verification that the customer gives you. You may call and verify while the client is there. Do not put the return in for processing. Give it to your office manager or owner.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Manejo de W-2 sospechosos/fraudulentos

Problem Error 22 workstation help files not found Page Cannot Be Displayed 602 - Could not open help text file 188: Help file not found..." ""Can't reach this page. Make sure the web address //ieframe.dll/dnserrordiagoff.htm# is correct.""   Resolution Error 22 workstation help files not found

While in a return there is context sensitive help that shows at the bottom of the screen. Along with this, there is also a function that show more in depth information and helpful hints that can assist with questions about forms or fields on forms. To access this simply press F1 while on the field in question. F1 can also be used to search forms and their instructions. This is what the Help screen looks like:

When running diagnostics and trying to create e-file, you are getting an error:  Hexadecimal value 0x00 is an invalid character Few things to find out to help identify the specific issue: Is this only happening on 1 return?  If so, then there is some weird "text" on the return somewhere causing the issue If this is happening on more than 1 return then please try reinstalling your 1040 Individual and State modules If this error is still happening then a support representative at Sure-Fire will most likely need to connect to your computer and copy their Control folder since most likely either a Virus/Malware or even an Anti-virus has caused a file to become corrupt when your software attempted to update.  

Clicking the column headings will sort the returns by that column. Clicking the heading once sorts on that field and clicking the same heading again will reverse the sort.   In addition, when you click on SSN/EIN or Filename, the text fields above the return list are activated, allowing you to enter part or all of an SSN/EIN or filename to find. The SSN/EIN field is active by default but will be greyed out when you click on another column heading.  

Users In the Active Clients cabinet, select the client you want to export. Do one of the following: Click Export on the toolbar. Click Actions Export. Select the tax year in the drop-down list. If necessary, browse to the preferred export location. Note:Your installation path is used. To review it,click Tools Options Premier Export. Select the check box next to the client folder to select all forms listed under the client folder, or select individual forms to export. Note:Multiple clients can be selected and their applicable tax forms will be exported simultaneously. However, you will not have the option to select which of the applicable files will be exported, as allapplicable tax formswill be exported Click Export. Open and create the client's tax return. Click Returns Import Data PaperlessPLUS. Enterthe Tax Identification Number. Dashes are not needed. Click Import. SureFire Users In the Active Clients cabinet, select the client you want to export. Do one of the following: Click Export on the toolbar. Click Actions Export. Select the tax year in the drop-down list. If necessary, browse to the preferred export location. Note:Your SureFire installation path is used. To review it,click Tools Options Premier Export. Select the check box next to the client folder to select all forms listed under the client folder, or select individual forms to export. Note:Multiple clients can be selected and their applicable tax forms will be exported simultaneously. However, you will not have the option to select which of the applicable files will be exported, as allapplicable tax formswill be exported Click Export. Open SureFire and create the client's tax return. Note: The client's name and Tax Identification Number has to be in the return prior to importing. Click File Import Import Return Data. Notes Only forms W2, 1099-MISC, 1099-R, 1099-DIV, and 1099-INT may be exported. Forms K1 may also be exported, but only if the data was extracted from a 2-D barcode. Tax forms must be processed in order to be available for export. Tax data can only be exported from Active Clients.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo puedo exportar formularios de PaperlessPLUS Premier e importarlos a mi programa de impuestos?

In order to mark a return as being mailed/paper filed on the return list in SureFire, you will need to use the Return Stage column by creating a "mailed/paper filed"" Return Stage.   To create a return stage

To customize your Return List, do the following:   From the Return List, select the Column Options link. Mark the Refund check box. Scroll to the right of the return list to locate the Refund column. Customers with a balance due willhave an amount in parenthesis.   For more information on using the Return List, including columns options, sorting/filtering the return list and exporting the return list, select the Help link on the bottom of the Return List window.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo puedo ver en SureFire qu clientes estn recibiendo un reembolso y qu clientes tienen un saldo adeudado?

Log into software as ADMIN Click onTools Select Utilities/ Setup Assistant Select Setup Select Set up Assistant Select Register Software tab Type in your EFIN Change old reg code to the new one ( usually only last 4 digits of reg code change when new product is added) Click Validate Code Click Save and Close Open a return Click on INTERVIEW button on tool bar         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo acceder a Easy Interview en SureFire despus de comprarlo?

Open the software and do the following:   : ClickSupportAboutLicensetab Note: This applies to 2012 and newer. SureFire:ClickLicense Agreement Note: Do not log in, the link is below the login box. W2/1099 - Payroll Compliance:Click Support About License Note: This applies to 2011 and older and W2/1099 - Payroll Compliance 2012 and newer Client Accounting Suite/Premier: Click Help About View the End-User-License Agreement PaperlessPLUS:ClickHelpLicense Agreement           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo accedo a "End User License"" despus de instalar el software? "

To add a letter to a tax return, use the following steps:   Open a tax return. Note: If you want to add a letter to print with all returns add the letter while you are in Edit Tax Form Defaults. Instead of opening a tax return as step 1, open the Tools menu and select Edit Tax Form Defaults. Select the tax package and then follow the steps below. Click the Add Form/Display Form List tab to open the Forms List. Note: You can also use the Shift+F10 shortcut to bring the Forms List or right-click on any form in the Forms Tree and select Add Form/Display Form List. Type Letter in the Look for box and press Enter. SureFire opens a blank client letter in the background and allows you to select from a list of ready made client letters. From here you have three options.       Open a standard letter template and use it "as is."" Open a standard letter template

Log in as Admin. Select Tools from the main menu. Select Edit Tax Form Defaults. Select a return type then click OK. Select form then Add form. In the Find field enter letter. Select the Client letter and click Open. Copy the logo from your computer file then paste the logo onto the letter. Select File then Save Return. Clcik Close Return.

The video below shows how to add new forms to a return using SureFire.     Open the return that you want to add a form to. Do one of the following: Click the Add Form/Display Form Listtab. ClickForm Add Form/Display Form List on the menu. Press Ctrl+F10. Use the Look forfilter to find a specific form. Note: If the form is not displaying, you might need to reset the filters.See Forms not listed on Add Form/Display Form List (Install Version)for further instructions. Select the form then click Open.   Notes: See the Forms Status page on the SureFire Solution Center for the approval status of all forms supported in SureFire. See the Federal and State E-File Availability page for module e-file statuses and release dates.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo agrego una forma a una declaracin de impuestos en SureFire Install Version?

To display the Forms Tree, open an existing return and do either of the following: Click the Forms Tree button at the top of the program, as seen below:   ClickView Show Forms Tree. SureFire will display the Forms Tree to the left of the open return.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo agrego un formulario que falta en el Forms Tree en SureFire?

To add new blank copy of an open form do one of the following: ClickShift+F10. Click the Copy This Form tab. Right click on the form and selectCopy This Form. Forms can also be added to a return by linking from the selected form.   This works for any form that can be duplicated in a return. Some forms, such as the Main Information Sheet or Form 1040, cannot be duplicated because it would not be correct to have two such forms in the return.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo puedo aadir una copia en blanco de una forma que ya tengo en una declaracin de impuestos en SureFire?

The video below shows how to add a password to the admin account or other user accounts in SureFire.     Log in to SureFire as Admin. Go toTools Utilities/Setup Assistant. Select Setup Setup Assistant. Click Groups Users. Highlight User name. Click View/Edit. Enterdesired password in Password box. ClickOKto Save. Repeat steps 5-8for each user.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo agrego un password a la cuenta de administrador u otras cuentas de usuario en SureFire?

To add a security group in SureFire, use the following steps: Log into SureFire as the Admin user. Note: Only the Admin user can add security groups. Click Tools Utilities/Setup Assistant. Click Setup Setup Assistant. Click the Groups Users tab in the Setup Assistant window. The Groups Users pane appears showing a list of existing user names. Click the Security Groups tab in the Groups Users pane of the Setup Assistant window. Click New. Note: The new security group must be given a name in the Group name field before available actions can be added to or removed from the group.

The video below shows how to add a state to the SureFire software.     Log in to theSureFire Solution Center as Admin. Click Download State Updates. Do one of the following: If you want to add individual states, click Add Individual States to package. If you want to add business states, click Add Business States to package. Select the checkbox for the state that you want to add. Your web browser will display the message "Are you sure you want to add XX to your package?"". Click OK. The Solution Center adds the state that you selected to the list of states available for download. Repeat steps 3 and 4 to add more states to your package. Refresh the web page by pressing the F5 key

We include Client Organizer functionality in the final release of each year's program rather than waiting for the initial release of the next year's program. This means Client Organizers for the 2020 tax season, for example, must be printed from SureFire 2019. SureFire 2020 does not have 2020 Client Organizer functionality.   Use the Client Organizer to retrieve a 1040 client's prior-year tax data and print a client information packet. This packet can be sent to the client to assist in gathering current-year tax information.   SureFire prints the organizer with any available tax data from the previous year and blank spaces for the current year's tax data. It also contains some questions for your clients to answer.   What is included?   General tax questions (interview sheet) General information (main info sheet) W-2 W-2G Estimated payments Pension and retirement Child and dependent care Interest and dividends Schedule B-interest statement Itemized deductions Employee business expense Business income expense Office in home Capital gains Rental real estate Farm income Partnerships S corporations Estates/trusts Assets lists Foreign income     To run the Client Organizer   On the Reports menu, select Client Organizer. Note: This option is grayed-out if you are not in the 1040 package. In the Organizer Options window, choose your options then click OK. The Select Organizers to Print window opens, listing returns on your system.Select each return for which you want to print an Organizer. In theSureFire Print window, click Print to print the Organizer with the default settings.     To print a blank Client Organizer   On the File menu,select Print, and thenclick Print Blank Forms.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo aadir "Organizers"" a mi declaracin de impuestos en SureFire? "

To start a return without a TIN, follow steps: Log in as Guest or your user name Select Package Individual 1040 OK Go to File Menu Select Apply for an ITIN orPress CTRL+I SureFire then opens a new return, completing the SSN and entering it as needed in SSN fields.

In Sure-Fire you can only attach a PDF if the form has the option, you will see a checkbox to attach the PDF, if form does not have the PDF you won't be able to do it.In order to create a PDF of a specific form, simply click the Print Form option then click Print to PDF

SelectTools Backup to Disk Regular Backup. ClickStart a new backup. Click OK. Select a userorclick Select Allfor all users. Click OK. Select the check box next toSSN/EIN to pick individual files or click Select All. Click OK. Repeat steps 4 through 7 for all users. Selectthe location whereyou would like to save the back up under Drives. Click OK. Click OK when the message alerting you that the backup is complete displays. Note: This process will take acouple minutesif you have a lot of files. The program might look like it isfrozen and possibly say Not Responding. However,the programis still processing. The processwill complete with time.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo hago un Backup de mis archivos en SureFire?

Log into SureFire. Click File Printer Setup. Note: The Printing Network Setup window will open. Change the default printer by selecting the printer from the drop-down lists: Returns, Reports Checks Labels Once complete,click Save and Close.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo cambio de impresora en SureFire?

Per IRS instructions: Onceyour return is accepted, information pertaining toyour payment, such as account information, payment date, or amount,cannot be changed. Ifchanges areneeded, the only option is to cancel the payment and choose another payment method. Call IRS e-file Payment Services24/7 at 1-888-353-4537 to inquire about or cancel your payment, but please wait 7 to 10days after your return was accepted before calling. Cancellation requests must be received no later than 11:59 p.m. ET two business days prior to the scheduled payment date. If a payment is returned by your financial institution (e.g., due to insufficient funds, incorrect account information, closed account, etc.) the IRS willmail aLetter 4870 to the address we have on file for you, explaining why the payment could not be processed, and providing alternate payment options. In the eventyour financial institution is unable to process your payment request,you will be responsible for making other payment arrangements, and for any penalties and interest incurred. Contact your financial institution immediately if there is an error in the amount withdrawn. For more information, see Pay Taxes by Electronic Funds Withdrawl.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo cambio o cancelo el monto estimado del pago que deducir el IRS?

To change color settings: Log into SureFire as Admin. Click Tools Utilities/Setup Assistant Setup Setup Assistant. In the left-pane window, select the General Options tab. Click on Color Setup to edit your color settings. Select one of the following color settings from the Color Settings tab: Default, the SureFire view that includes color coding. Default without Color Coding, the SureFire view that does not include color coding. Classic, referred to as SureFire Classic view. DOS Classic, the SureFire view used prior to the release of SureFire for Windows. Soothing, formerly called Soothing Gray and is a softer form of Classic. Solarized-Dark, added in 2018 and includes color coding. Solarized-Light, added in 2018 and includes color coding. My Custom Colors, the SureFire view that permits a custom color scheme. Click OK. Notes: Color settings are workstation-specific. Changes only affect the workstation on which changes are made. All users will see the same colors at that workstation.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo cambio el color de fondo de una forma en SureFire?

Log in as an administrator. Click Tools Utilities/Setup Assistant. Click Setup Setup assistant. Select the Printing Network Setup tab. Under Default Printers, select the printer for each category. Click Save and Close.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo cambio la impresora predeterminada en SureFire?

The video belowexplains how to check the return status of electronically filed returns on the SureFire Solution Center website.       Go to the SureFire Solution Center. In the upper-right corner, click Login and log in with your Client ID, Admin username, and Password. From the menu, click on E-File and then click on Return Query. Enter the SSN or EIN, select a tax year (the default year will be the current e-filing year), and click Search. All transmissions made to the Electronic Filing Center (EFC) for the SSN/EINs you searched for will be listed. The taxpayer name or company name will be displayed with the most recent e-file received at the top of the list. Notes: If the taxpayer's name or company name does not display, it means the EFC has not received the return. In this case, open the return, re-create the e-file, and re-transmit the return. If you have difficulty re-transmitting the return, see The return shows sent to EFC in SureFire but was not received by the EFC. If you have not received the acknowledgement, click Rehang on the right side of the page to re-send that acknowledgement to your software, as seen below: Once the acknowledgement has been rehung, open SureFire and click Communications Get Acks, Mail and Updates. Note that it may take up to 20 minutes for the software to be able to receive the acknowledgement. Click Select to view additional information. To view the rejection, click Reject History after clicking Select. To view refund check information, click Disbursements after clicking Select.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo obtener el estado de una declaracin de impuestos (Return Status) en la pgina de SureFire Support Site?

Open SureFire Install Version. Go toHelp View Authorization. SureFire will display theView Authorization window. This window lists the Federal, State, Bank Packages, and Pay-Per-Returns you are authorized to use. ClicktheIndividual or Business tab. If the associated Federal module is authorized, SureFire displays each package of each module. Examples are as follows: GA 1120 Ver x GA 1065 Ver x GA 1120S Ver x GA 1040 Ver x Where x is the version number. If1040 and 1120 Federal packages were purchased and have GA individual and GA business installed, the View Authorization screen will display the following: GA 1040 Ver x under the individual modules GA 1120 Ver xunder the business modules GA 1065 Ver x under the business modules GA 1120S Ver xwould not be displayed       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo compruebo la versin del mdulo federal y estatal instalada en SureFire?

Open the return in SureFire. Click Diagnostics. View the list of files to be e-filed under the sectionForms to be filed electronically to the IRS are as follows. Note: A blue check mark also will display in the Forms tree next to the forms that will be e-filed.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo verifico qu formularios se incluirn en la presentacin electrnica que se envo al IRS en SureFire?

To copy tax form defaults from one user to another: Log into SureFire as Admin. Click Tools Utilities/Setup Assistant. Click File Return Explorer. In the Look in drop-down list, choose the user name from which you want to copy files. In the Show drop-down list, select Tax Form Defaults. In the Action drop-down list, select Copy Files to Another Location. In the Copy to drop-down list, select the user name to which you want to copy the tax form defaults. Click Copy. Note: If the Copy button is grey and not clickable, first ensure that the file is selected in the File List by clicking on it.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo copio los Tax Form Defaults entre usuarios en SureFire?

You should create or modify your Private Forms lists while you are in Edit Tax Form Defaults so that you will have all possible forms available for selection. For more detailed information on editing the tax form defaults, click hereHow does "Edit Tax Forms Defaults"" work in SureFire?   How do I create a Private Forms list? On the Tools menu and click Edit Tax Form Defaults. Select a tax package. Private Forms lists are specific to the tax package and user name. When you get to the default tax return

To create a new user in SureFire: Log into SureFire as Admin. Click Tools Utilities/Setup Assistant. Click Setup Setup Assistant. Click Groups Users New. Enter the following information: User name.Enterthe newuser name. Password. Enter the user's desired password. Assigned group. Selectthe role this user has in the software. Note: Assigned group's actions displays therights that are permitted for the assignedgroup that you selected. Click OK. Click Save and Close.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo creo un nuevo usuario en SureFire?

To create a user-defined history list, do the following:   Log in as the Admin useror as a user with appropriate rights. Click Tools Edit Tax Form Defaults. Double-click the tax package you want to use. Click Yes on the confirmation message that reminds you changes only affect subsequent returns.SureFire displays the Main Information Sheet or page 1 of the main form. Right-click the field for which you want to create a user-defined history list.   SureFire displays a shortcut menu similar to the following:   Click Edit History List.   The following illustrations depict creating a user-defined history list for the Preparers Use field 3 on the Preparer Use Form of the 1040 package. You can use the same steps to create a user-defined list for any field, provided the field does not already have a pre-defined history list.   SureFire displays the User Defined History List window.   Type each item you want to add in the Add an item to the list box and click Add.   SureFire displays the items you added in the list.   Make any modifications to the list you have created by choosing from the following options:   When you finish adding items to the list, click OK.   SureFire closes the User Defined History List window and returns you to the open form in Edit Tax Form Defaults mode.   The illustration below shows the user-defined list created in this example:       SureFire saves your user-defined lists in a file that can be copied, moved, or deleted using Return Explorer. You can use Return Explorer to copy the file to or from a removable disk, which enables you to copy the lists to other non-networked computers in your office. A user-defined history list file is identified by the *.uhl extension.   The Edit History List feature is available in actual tax returns to the Admin user or a user with appropriate rights.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo crear una lista de historia definida por el usuario ( User Defined History List ) en SureFire?

To create anelectronic file (e-file), complete the following: Click Diagnostic. Click the E-File button. Ifastate return is selected for electronic filing SureFire will display the Select E-files window. Click OK. The Federal e-file and state e-file(s)will be created. If there is nostate e-file for the return, the Select E-files windowwill be unavailable. After creating the e-file(s), SureFire will displaya Status window. With a message "(118) Electronic return is created andstored on disk."" Click OK.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

SureFire allows you to create custom reports using Template.rpt and Crystal Reports version 9.0 or higher.   While inside of Crystal Reports, open Template.rpt located in UTSXX\Reports. Template.rpt contains all of the SureFire databases linked together, with every field included. This allows you to add the fields you want to be displayed in the report and create the conditions on which the report should run.   Once you finish adding the fields and creating conditions, save the report file as a name other than Template.rpt. Then, follow the steps below toadd a custom report in SureFire.   Copy the custom report file to your UTSYY\Reports subdirectory (where YY is the year of the taxprogram). Log in to SureFire as the Admin user. Click the Reports menu select Reports List. SureFire displays a message informing you that new custom report(s) were found in the SureFire reports directory Click Yes to add the report to SureFire. For each new report that you add to SureFire, you must specify a report title and at least one tax package in which the report will be available. Enter a title for the report in the Enter Report Title field. Select which tax package(s) you want the report to be available in. If you wish for the report to be available in all tax packages, select the Select All check box. Click Save.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo creo informes personalizados con Template.rpt en SureFire?

A Usercan create a special user-defined history list called the Return Stage Options list.   This list enablespreparers to assign a stage to a return, such as Missing W2, Missing Spouse Signature, Paid in Full, or whatever meetsbusiness needs. SureFire will display theReturn Stage asa column on the Existing Tax Returns window when selectingreturns for editing, printing, or creating e-files. SureFire willdisplay the Return Stage on the Query Results window for each tax return.     To create oredit the Return Stage List, complete the following:   Log in as the Admin userto create this list. Click ToolsEdit Tax Form Defaults. SureFire will display the Edit Tax Form Defaults window. Select the package you want, then click OK. SureFire will display theConfirm window. Click Yes to continue. ClickReturn Stage Edit Return Stage Options. Enter ormodify the options list. Whenfinished entering ormodifying list entries, click OK. SureFire addsentries to the Return Stage Options list.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo creo o edito la lista de opciones de Return Stage en SureFire?

ClickTools Utilities/Set Up Assistant. SureFire displays theUtilitywindow. ClickFile Return Explorer. In the Look In menu, select the user name containing the file(s). The Admin user can select from any user name. Other user names will be able to select files only from their own user folder. The Look Inmenu list will be grayed out. SelecttheShowbox. Click Packet Form List from the drop down list. Select the packet type of filedesired in the Return list. SelecttheActionbox. SelectDelete Files. Select the file to deletefrom the File list. Click theDeletebutton at the bottom-left of theReturn Explorerwindow. SureFire displays theConfirmwindow. ClickYes. SureFire will display a Status message: "Selected files are now erased."" ClickOK. "

Click Tools Utilities/Setup Assistant File Return Explorer. If logged in as Admin, select the user name containing the file(s) to be deleted from the Look in: drop-down list in the Return Explorer window. Select the desired package from the Show drop-down list. Select Delete Files from the Action drop-down list. Highlight the file to be deleted by clicking on it in the File List. Note: Multiple files can be selected using the Ctrl and/or Shift keys. Click the Delete button at the bottom-left of the Return Explorer window. Click Yes. Click OK.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo elimino una declaracin de impuestos usando Return Explorer in SureFire?

To delete pending e-files in TaxWise: Go to Tools and select Utilities/Setup Assistant. In the Utility window, click on File and select Delete Pending e-files.

This feature cannot be disabled.   In 2016, theIRS Security Summitimposed stricter requirements for handling sensitive taxpayer data.   As members of the Summit, we haveupgradedour products to meet the recommendations and best practices set forth by the Summit inIRS Publication 4557,Safeguarding Taxpayer Data, including: All users mustestablish a password associated with their user name. User passwords will expire after 90 days. Users are required to reenter their password after being logged into SureFire or for 24 hours regardless of activity. Users are required to reenter their password after 15minutes of inactivity in SureFire and .

To download and install a current, or prior year of SureFire Installation Tax Software: Login to your account on our website: https://surefiretaxsoftware.com After you have logged in, look for Products along the menu of options Click the link for the year of SureFire you want to install. Click the Download buttonNOTE - If you do not see a download button, either the tax software hasn't been released for that year yet (around Thanksgiving) or you have an outstanding balance due

If you have not yet added the desired states to your package, see our article on how to add a state to your SureFire package. You must add each desired state to your package before you will be able to download it.   There are two ways to download state modules: From the Solution Center See our Knowledge Base article on how to update the software and modules for instructions on how to download state modules from the Solution Center. From the Electronic Filing Center Your system is checked every time you communicate with the EFC to see if you have the latest versions of the software. Your system will download any necessary updates automatically. If there are returns open on any workstation, click No in the dialog box that appears when you connect to the EFC. Otherwise, click Yes, and the software that was downloaded will be installed. If you click No, be sure to install the state update once all tax returns are closed. Once you have closed all returns on your computer or network, follow the steps below: Click Tools Utilities/Setup Assistant. In the Utility window, click Tools InstallModule Updates. Verify the MAILBOX folder is selected. Click OK. Select the states to be installed, and then click OK.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo descargo mdulos estatales en SureFire?

To edit print packets, open the View/Edit Print Packets window using one of these methods: Utility Open the Tools menu in Tax Software. Select Utilities/Setup Options (Utilities/Setup Assistant in Tax Software) In the Utility, open the Setup menu. Select View/Edit Print Packets. Changes you make and save to View/Edit Print Packets will effect all future printed returns.   Print Options On the File menu, select Print then, choose Print Return(s). Select one or more returns to print. In the Tax Software Print window, click the Options (Modify Packets in Tax Software) button. The View/Edit Print Packets window will open. When you open View/Edit Print Packets this way you have the option to save the changes permanently or for this print session only. You will make this selection on the Tax Software Print window under Save Options. To make the changes permanent so they affect all future printed returns, click the Global option. To discard the changes when this print job is done so they do not affect future printed returns, click Print Job.   Note: The Global option is only available to the Admin user or a user assigned to the Return Manager group. You can change the default print packets in the following ways: Change print order of forms Change number of copies that will print Add or remove forms   However, if you select the Print Completed Forms check box, there are limitations to what you can change. You can only: Change the print order of forms by selecting the form you want to move in the Selected Forms box and clicking the red up and down arrows to move the form to a different position. Change the number of copies globally for all forms by changing the number in the box labeled # Completed Forms to Print. Click the up and down arrows beside the number to set the number of copies.

In order to enable the Setup/Manage Accountbutton on theOffice Information tab of Setup Assistant Window, the admin user must do the following: Go to theOffice Information tab. Make sure that E-signature login (email) address is present. Click on Partner Verification tab. Click on Refresh Data. Once downloaded click Close. Go to Additional Services,E-signatureand verify that it showsEnrolled. Click on Office Information Tab and the Setup/Manager Account for E-signature should be enabled.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo habilito el botn Setup/Manage Account de firma electrnica en SureFire Install Version?

To enter state information in Tax Form Defaults, follow steps: Log in with Admin Go to Tools Edit Tax form Defaults Select the package Go to Main Information Sheet Go to State Information, Enter the State The state forms will load. Enter all default information on the state forms. Save return   Note: You cango back to the Main Information Sheet and add additional states and enter the default information for each state you want to set up.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingresar informacin del estado en Tax Form Defaults en SureFire?

To erase e-files so they will not be transmitted, do the following:   Click on theTools menu. Click on Utilities/Setup Assistant. In the Utility window, click the File menu and selectErase E-Files. To select files with the mouse, click each file you want to select. SureFire will highlight the files as you select them and place a check mark in the check box. To select files with the keyboard: Hold down the Shift key and press the down arrow to select each file. SureFire highlights the files you select. Press the Spacebar toselect the check box. After selecting the files you want, click OK or press Enter. Notes   Use Erase e-files to erase tax return e-files that were created prematurely or by mistake.   After being erased, an e-file will not be listed when you select Send Federal/State Returns to on the Communications menu. You can always re-create an e-file by opening the return and running diagnostics or by using Make e-file on the Tools menu.   To erase 1040 e-files you must open the Utility while you are in the 1040 Individual package.   To erase business e-files, you must open the Utility from the applicable business package.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo borro un E-file que se cre pero no se transmite en SureFire?

Open the Return List by doing any of the following: Click Open an Existing Return under Tasks You Do Most Often. Click File Open Return. Press Ctrl+O. Click Export... located immediately above the OK button. Select either Comma Separated Values (.CSV) or Excel (.xls) for Export Type. Select a destination for the file by clicking the folder icon in the Export Folder field, if desired. Modify the name of the file in the Export Filename field, if desired. Click Export. Note: Select the Open On Export checkbox to automatically open the file when it is created.

Click Reports Mailing Labels. SureFire will display the Select a Report to Print window. Select the label and click OK. SureFire will display the Report Criteria window. Click OK. SureFire will display theMailing Labels report. Inthe upper-left corner, click theExport Report icon. In File name, enter thename of the file. Select Save as type. Select Microsoft Excel (*.xls). Click Save.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo exporto un informe de etiquetas de correo a Microsoft Excel en SureFire?

SureFire Web Version gives you the ability to export return data. The exported filecan then be used to carry forward data in SureFire Install Version andcreate returns for the next tax year. The exported file is password protected and encrypted. An email containing the password will be sent to the email address on record for theAdmin. The email address for theAdmin can be verified inSettingsManage Users. ClickEditon the row for theAdminuser name to view or change the email address.   Note: The following steps with images are available starting on page 40 in the TWO User Guide that is located on the Help menu in TWO.   To export returns, do the following:   Log in as theAdmin. This option is only available forthe rootAdmin, not a user with theAdministratorrole.   ClickTax Returns.   In theView More Actionslist, clickExport Returns.   Select the returns and clickExport.   To export all returns, clickSelect All.   ClickOK.   On theExport Return Statuswindow, do one of the following:   ClickCloseto continue working in SureFire Web Version and run the export in the background. Continue to step 7.   Wait for the export to completeand click the link to download the export. The name of the ZIPfile contains thedate and time the export was created. Continue to step 9.   If the status of the export is not complete, clickCloseand go back to step 3.   In theView More Actionslist, clickExport Returns Status.   Click the link to download the completed export. The name of the ZIP file contains thedate and time the export was created.   If the status of the export is not complete, clickCloseand go back to step 3.   Depending on your browser, the steps to open the downloaded filesvary. Once the files are open, clickExtract all files.   ClickExtract.   From the email that is sent to the Adminuser, copy the password into thePassword neededwindow.   ClickOK. If SureFire Install Version is installed and you want to make the return export data available, continue to step 13. If not,note the location of the files or copy them to a new location.   If you had documents or images associated withyour returns usingVault, you will see a Documents folder in addition to the return files. The Documents folder will contain sub-folders for each return containing the documents or images. These files will not be accessible in SureFire Install Version.   Select and copy all the files in the downloaded folder.   Browse to the drive where SureFire Install Version is installed and double-click theUTS(XX)folder (where XX stands for the year to import the date).   Double-click thePROFORMAfolder.   Right-click and paste the files.   You are now able to complete the carry forward process in SureFire Install Version.   Login as the Preparer user to create a new return, this will prompt a window asking for a carryover data, click yes and the return will load.   The exported file that you created will be available in SureFire Web Version for fivedays, or until a newExport Returnssession is initiated. The file is shown on theView More Actionslist asExport Return Status.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo exporto las Declaraciones de SureFire Web Version (TWO) para que los datos puedan ser trasladados a SureFire Install Version?

To find your Client ID: Open SureFire. Click Help View Authorization. Notes: Your Client ID will be displayed at the top of the View Authorization window. Logging into the program is not required in order to follow these steps.                 Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo encuentro mi Client ID en el software SureFire?

To view billing details, do the following:   For users Log in to the Solution Center. Click onMy Informationsection, and in the drop down menu click My Account Log in if prompted to. Note:Log in as the Admin user or any other user with administrator rights. Click theInvoiceTab Clickon or download any invoice to review.   For SureFire users Log in to the SureFire Solution Center. Click onMy Informationsection, and in the drop down menu click My Account Log in if prompted to. Note:Log in as the Admin user or any other user with administrator rights. Click theInvoiceTab Clickonor download any invoice to review.   You can now view billing details for current year returns and two years prior that have been e-filed.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo encuentro los detalles de las facturas de SureFire del ao actual o de aos anteriores?

To find the workstation number: Open SureFire. Click Help About. The About SureFire windowwill display the workstation number. A blank workstation number means that the program was installed in a standalone setup.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo encuentro el nmero de workstation en SureFire?

Create a new folder that will hold the icon files on this workstation. Example: C:\TWAppIcons Navigate to UTSxx (where xx represents the desired year of SureFire). Copy appicon.ico. Paste into the new folder from step 1. Rename appicon.ico in the new folder to xxappicon.ico for your reference. Repeat steps 2 through 5 for each year of SureFire.   Locate the blank SureFire icons on the desktop. Right-click a blank SureFire Install Version icon. Click Properties Change Icon... Browse... Locate the folder created in step 1 above and select the appropriate years icon. Click Open OK Apply OK. Repeat steps 7 through 11 for each year of SureFire.

To fix a rejected bank application, use the following steps: Click the Bank menu, Click Maintenance/Setup, and Then click Fix Rejected Bank Apps. From the Select Rejected Records dialog box. Select the applications you want to correct by clicking each item. You will receive a Dialog box stating the Federal Return is already accepted would you like to Continue? Select Yes to continue Select No to exit You will receive an onscreen dialog displaying the reject message from the Bank Ack Select OK to continueDepending on the message locate on the Bank Application where the Reject Code is relevant in this case it shows Invalid ID Location.     On the Bank App go to the Taxpayer/Spouse Identification section and correct the ID location using a valid state abbreviation Re-Send Bank Application Select Diagnostics Select Send App (Note: You may be asked to reprint the Bank Application)     Your Transmission screen will open and send the bank application. Select Close once successful and exit the return

While working in the program, you encounter TWW14.EXE has stopped working. Follow the steps below to run Control Panel repair. Click the Windows Start button, and then click Control Panel. Double-click Programs and Features. Select SureFire 20XX, and then click Repair. In the InstallShield Wizard that appears, click Next. Select the Repair option, and then click Next. Click Install to repair the program. You will be prompted to restart the computer. After completing the reboot, the error should no longer occur.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo soluciono el error: TWWXX.EXE has stopped working en SureFire?

If a situation arises in which you need to transmit returns for a different EFIN, you must call Customer Support, to get a special transmit code (XMIT Code) for that EFIN. This request will take up to 24 hours to be completed. Then you must register that EFIN with the special transmit code.   When you receive the XMIT code, you will need to register the code in your software. To register the XMIT code for the additional EFIN do the following:   Log in to SureFire as the Admin user. On the Tools menu, click Utilities/Setup Assistant. On the Setup menu, click Setup Assistant. In the Register Software tab, enter or verify the EFIN for your office. If you transmit e-files for another EFIN, enter that EFIN in the box label "If you transmit e-files for another EFIN

In some cases you need to update your software - Copy and paste the link into your web browser to see the steps https://support.cch.com/sfs/solution/000042201 How Do I update SureFire Software   In other cases the forms are not released. Please copy and paste the link into your web browser. This link shows the status of paper forms. Although you e-flle retuns you will only be able to print forms when they are approved for paper filing. https://support.SureFire.com/support/FormDevelopmentStatus.aspx. Please note, it may take our team 5-7 days to release the forms for printing even though they are approved forms.

This may happen when software is not fully updated, to update software: Go to Communications Select Get Program Updates Run through update prompt if needed Go back to Communications Get Module Updates Apply any applicable module updates         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo remover la marca "not approved for printing"" de mis formularios en SureFire? "

Create the export file (you will receive an email to the Admin with the password for the zip) Extract the returns from the TWO export zip file. Place the files in the UTSXXProforma folder Place the attached Performa.exe file in the UTS folder (do not place it inside any of the existing folders). (tech has this file) Run the file Proforma.exe as the administrator (the execution will be quick) appears nothing happened You may also want to run dbrepair (optional) Open TW 2018 and open return (if prompted that you need to add a username) add the username. Log in as adminToolsUtility Setup Assistant/Setup AssistantGroups and Users Add the New User or modify the existing user. The username is case-sensitive. Open TW current year Log in as a user with admin rights or log in as AdminToolsUtility Setup Assistant/Setup Assistantcarryforward returns Open a new return, enter SSN you should get a message that carryforward data exists Click OK

If you are enrolled in bank products, downloading the Partner Verification will automatically populate the agreed upon fees within your tax returns.   To download partner verification data in SureFire. Log in to SureFire as admin. From the main menu, go toTools Utilities/Setup Assistant. In theUtility window, select Setup Setup Assistant. In the Setup Assistant window, select Partner Verification(tab). Click Download. Once download is complete, click Save and Close. To access the partner verification information inSureFire Web Version. Log in to SureFire Web Version as the Admin. Click you name on the top right of the screen and selectSettings. Click Partner Verification.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo obtengo la tarifa de transmisin (fees) para completar una declaracin en SureFire o SureFire Web Version?

Import Return Data The Import Return Data feature enables you to import pertinent data from Client Write-Up and PaperlessPLUS into an open tax return which willmake preparing tax returns for your clients easier, faster, and more accurate than ever before. In Client Write-Up, you can assign specificaccounts/balances to tax lines within the return. Client Documents and return data such as W-2s and 1099s can also be imported from yourPaperlessPLUS software. Client Write-Up Export and Import Procedures Assign Tax Lines in Client Write-Up by doing the following: Open the desired client in Client Write-Up. Click the Activities menu, click Exports, and then click Tax Export. Note: Client Write-Up displays the General Ledger Tax Interface dialog box. Confirm the Client Entity for that client (Individual, Corporation, Partnership, Trust, Nonprofit). Select SureFire as the Tax Interface, then select the Tax Year. Click Continue. Note: Client Write-Up displays the Assign Tax Lines to General Ledger Accounts dialog box. Drag and drop the tax line assignments from the Select List to the appropriate general ledger account in the Destination List. Click Export (Client Write-Up selects the appropriate folder to export to). Click OK. Import Accounting Data Once you have assigned tax lines in Client Write-up, use the following steps to import the accounting data into SureFire: Open SureFire 20XX. Start a return for the client. With the return open, click the File menu, click Import, and then click Import Return Data. Note: SureFire loads the data you imported from Client Write-Up into the open return.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo importo los datos de una declaracin de impuestos en SureFire?

To increase or decrease text size on forms: Open a return. Click View Edit Tax Form Size. Select the desired size. Click OK.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo aumento el tamao del texto de los formularios en SureFire?

To input your IntelliConnect Login Credentials into SureFire, do the following: Log in to SureFire as the Admin. Select Tools from the main menu. Select Utilities/Setup Assistant. On the Utility window, select Setup Setup Assistant. In the Setup Assistant window, select the Office Information tab. In the Tax Help Login Credentials section, enter your Intelliconnect email address in the User Name field. Enter your Intelliconnect password in the Password field. Click Save and Close. Log into SureFire as the user.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingresar mis credenciales de inicio de sesin de IntelliConnect en SureFire?

You may install software and modules that you purchased by accessing the SureFiresupport site at Support.SureFire.com and clicking download then selecting the year you wish to install. You will use your EFIN and Registration Codes shown on the download page.You can efile current year plus two years back.   For customers who wish to access prior years that they did not purchase, we allow you to do this via a generic EFIN and Registration Code.You have access to print the forms, but not efile, since you are not using your live EFIN. You can also access other modules that were not part of your package for that tax year if you use the generic EFIN and Registration Code.   If you wish to e-file a prior year return that you do not have access to, contact your sales consultant.     Additional Information For special considerations regarding Windows 11, seeSureFireDesktop 2018 and Prior Compatibility With Windows 11 For more information, see our solution onHow many prior years of SureFire are available for download in the solution center? To install prior year state modules, seeHow do I install prior year state modules for SureFire? For prior year Registration Codes, see What is the SureFire EFIN or registration code for a prior year?. Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo instalo una versin del ao anterior de SureFire?

To download and install federal, state, and bank modules for SureFire: Navigate to the SureFire Solution Center. Log in using your Client ID, Username, and Password. Click Downloads at the top of the page. Do one of the following: For federal modules, click Product Updates. For state modules, click State Updates. For bank modules, click Bank Updates. By default, the current year will be selected on the next page. To download modules for a prior year, select the appropriate year from the dropdown list as seen below:     Note: When switching between pages, the year will always default to the current tax year. For example, if you are downloading 2019 Federal Updates and navigate to the State Updates page, you will need to select 2019 again in the dropdown list. Locate the module that you wish to install and click the download icon beside it.     Note: The release notes icon contains the release notes for the adjacent module. Release notes document important information about the module update, including addressed issues and form changes.       Click Save File. Depending on which web browser you are using, the download should be displayed either along the bottom of your browser or towards the top-right, as seen below:       Make sure SureFire is closed on all workstations. Run the file that was downloaded in steps 6 and 7. If prompted with a security warning, click Yes. Click Next in the Welcome window. Click Install [module] to this computer. Click Next. Select the drive letter on which SureFire is installed. Click Next. Click Exit on the Setup window. In the Confirm Window, do one of the following: Click Yes to view the ReadMe file. Click No to exit.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo instalo mdulos federales, estatales y bancarios para SureFire?

In Windows Explorer, navigate tothemapped network drive. Locate and double-click theUTSYY (where YY is the year). Locate and double-clickTWTECH. Double-click setup.exe. Completethe Install Wizard steps. Restart your computer once the install is completed. Note: Always start with the oldest year, then progress to newer years. For example, start with UTS12 and work your way to UTS16.

A quick way to tell is to view the release notes for the state download. The release notes can be found on the Solution Center, under DownloadsState Updates, then click the green book beside the download. The release notes will reflect the return types offered for that state module. There is a line that will read:Thefollowingpackagesareavailableforthismodule, then the package types will be listed.

This is probably the result of a corrupt or incomplete state installation.   Go to Tools Utilities/Setup Assistant. In the Utility dialog box, select Tools Uninstallmodulesto uninstall the state. Then Select the module that needs to be uninstalled and then select business or individual. Once the process completes, click OK. Close that box. Then go to Help PPR Support to download the state again using the 'Download software updates' option.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo cargo los archivos PPR estatales que faltan comprados en SureFire?

For a complete overview of SureFire Pay-Per-Return, visit: https://www.wolterskluwer.com/en/solutions/SureFire               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Dnde encuentro una descripcin general de los productos y precios de SureFire Pay-Per-Return (PPR)?

Go to help and view authorization and ensure that CID field is not zero, if zero update with the correct Registration codes Ensure software program and federal forms are at the latest version Click on Main Info Click on Form Click on Add form/Display Forms List Below the look for window, click on the filter for Can't find it? Try Form Filter List Type the word "Letter"" in the Find What box Click Ok Select form when it appears on the list "

With Make e-files you can create the e-files for multiple returns at one time. This is an alternative to creating the e-file for each return as you complete it. If an e-file already exists for a return, the e-file you create using this command will overwrite the old file. SureFire will not create the e-file if a return has already been transmitted, is marked Paper as Type of Return, or does not meet the e-filing criteria for any other reason.   To Make e-files: 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. 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. 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. 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. 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. To close this window

Problem The e-file button appears grey and is unclickable after running Diagnostics in SureFire.   Cause This can occur when: The active user doesn't have the necessary rights to create an e-file. Users' rights are determined by their security group. The state return needs to be paper filed.   Resolution To changea user's security group in SureFire, completethe following steps: Log in as Admin. Click Tools Utilities/Setup Assistant Setup Setup Assistant Groups Users. Select the User name that doesn't have rights to createan e-file. Click View/Edit. OnAssigned Group list, select SuperUser. Click OK Save and Close. Log in as the user that was trying to create the e-file. Open the desired return and clickDiagnostics. The e-file button should now be visible and function as expected.   If you run Diagnostics and receive a message that the state return must be paper filed: Open the state form. Select the No checkbox for the question Do you want to electronically file this return? Run Diagnostics. The e-file button should now be visible and function as expected.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo hago para que el botn e-file est disponible si aparece Gris en SureFire?

SureFire allows you to mask data on printed returns. Select the Mask Data check box on the View/ Edit Print Packets window and SureFire will mask the SSN/ EIN on printed returns. SureFire Web Version allows you to mask TINs after selecting the Print Sets you wish to print when printing a tax return. Unfortunately the feature within the softwaretomask the social security number when printing return is not availableprior to 2019.

Modify the User Name   To modify a user name in SureFire, use the following steps:   Log into SureFire as the Admin user. Go toTools Utilities/Setup Assistant Setup Setup Assistant. Click Groups Users. Select the user name you want to change and click View/Edit. Make any necessary changes to the user name and click OK. To save your changes and close Setup Assistant, click Save and Close.   Delete the User Name   Before deleting a user name, you must move or delete all of that users live tax returns using Return Explorer. SureFire also suggests making a backup of all returns prior to deleting them. If the user has only prepared training returns in the Training security group, you do not have to move or delete the returns before deleting the user name.   To delete a user name in SureFire, use the following steps:   Log into SureFire as the Admin user. Go to Tools Utilities/Setup Assistant Setup Setup Assistant. Click Groups Users. Select the user name you want to delete and click Delete. SureFire displays a message similar to the following:   Click Yes to delete the user name. If the user name you are deleting contains returns, you will see the following error message:   Click OK. Delete or move the returns; then, repeat the steps above to delete the user. Click Save and Close.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo modifico o elimino un nombre de usuario en SureFire?

Log in as Admin. Click ToolsUtilities/Setup Assistant. Click File Return Explorer. In Look In,select the user that has the return thatyou want to move. In File Options,select the following: Show.Select the package that applies to the return. Action.SelectMove Files to Another Location. Move to.Select theuser that you want to move the return into. In FileList,click on the return that you want to move. Click Move. Click OK. Repeat for each return you want to move or click Close to exit.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo muevo una declaracin de un usuario a otro en SureFire?

Below are listed two ways to move the program. Please attempt Method 1 first for any data migration for best results.   Method 1: When transferring the data from an old installation of SureFire to a new installation of SureFire:       On the old computer, copy the UTSxx folder (where xx indicates the year of the program e.g. UTS14) to a flash drive or other removable media Take the flash drive or other removable media to the new computer and copy the UTSxx folder from the removable mediato the drive where you wish the program to reside Open the UTSxx folder Open the TWTech folder Run the Setup.exe file Note: As a best practice, if you are moving multiple years of the program, you will want to run the Setup.exe file starting with the oldest year and move forward in order   Method 2: Alternatively, you may also move the program in the following manner: Backup existing returns. Uninstall workstations. Install new locations. See theSureFire Solution Center to download and install the current and six (6)prior-year versions of SureFire. Update. Restore returns.       These steps will need to be repeated for each year of SureFire that is being transferred.   Create a backup Warning! Storing SureFire 2011 and earlier backups in the same location will overwrite your data. We recommendthat you create a folder named BACKUP and create a subfolder for each year. Open SureFire and log in. SureFire 2012 and later: Click Tools Backup to Disk Archive Backup SureFire 2011 and earlier: Click Tools Backup to Disk Start new Backup OK OK Select All OK Select a destination to store the backup. For network installations, any location that will be accessible to the new SureFire installation will work. For standalone installations, a removable medium, such as a flash drive, is required to move the backups to a new computer. Click OKwhen the backup is complete. If you have workstations that will be using a new server, each workstation should have SureFire uninstalled In Control Panel, go to Programs and Features. It may be necessary to change the view to Small Iconsfor this option to be available. Locate and select the year of SureFire that is being moved (i.e. SureFire 2014on X: Drive) Right-click on the name and select Uninstall Follow the on-screen instructions to complete the uninstall process. Reinstall SureFire to the new location The current and prior two years of SureFire are available via download from the support site. Update SureFire The program, Federal, State, and Bank updates can be found on the support site for the current, and six (6) prior years for manual download and installation. Federal, state and bank updates are available through the software (Communications Menu) for the current, and two (2)prior years for automated download and installation.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo muevo o copio datos de SureFire a una computadora nueva?

When attempting totype an amount in a calculated entry, SureFire displays a message box indicating that the entry is calculated:     Acalculated entry cannot be deleted,but it can be overridden by completing the following: Place the cursor in the entry field that you intend to override. Pressthe F8 key or right-click in the field and selectOverride on the shortcut menu. Type the new amount into the field. Press Enter. SureFiredisplays the entry on a red on a gray background. This will make it easy to identify as an override. Notes Whenever possible, correct a calculated entry by correcting the supporting form or schedule. When overriding an entry, SureFire assumes that your entry is correct and that the change is permanent. Any other changes you make in the return that would normally affect that entry will not change it. To reverse an override and return it to its calculated value, placethe cursor in the entry and press Shift+F8. Alternatively,right-click the entry andselect Un-override on the shortcut menu.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo puedo anular ( override) una entrada calculada en SureFire?

To select a report, use the following steps:   Click the Reports menu and click Reports List. SureFire displays the Select a Report To Print window:   2. Click the report you want, or use the arrow keys to move up and down the list and highlight the report. 3. When you have selected a report, press Enter or click OK. 4. SureFire opens the Report Criteria window, adjust the settings and click OK to continue. 5. SureFire opens a print preview of the report you selected. 6. Click the Print icon at the top of the Print Preview window to print the report to paper.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo imprimir un reporte por fecha de cumpleaos en SureFire?

To print a Disbursement Summary, do the following: Select Reportsand then Reports List from the SureFire main menu. Select Disbursement Summary and click OK. Complete any necessary filters, then click OK.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo imprimir el resumen de desembolso (Disbursement Summary) en SureFire?

To print the screen image of a form, follow the steps below: Open the return. Click the desired form. Click PrintForm. In the SureFire Print window,select Print Screen Image option under Select Form to Print, and then click Print.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo imprimo un formulario tal como aparece en la pantalla de SureFire?

SureFire does not currently have a report with these exact elements. You may need to print more than one report to get all of the necessary information. The Birthday report will provide the DOB, but will not have some of the other information.   To see a list of reports and what each report contains, do the following: Select Reports on the main menu. Select Reports List. Click the Help button. At the bottom of the help file, click Reports Descriptions - 1040 package.

Go to Reports Reports List. Select Client List and click OK. The Report Criteria window will appear. Note: You can set filters and how the report can be sorted. If you do not enter a specific User name, the report will be pulled for all users in the software. Click OK. You can export the report or print the report. Use the buttons in the toolbar for these options.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo imprimo un reporte con una lista de mis clientes en SureFire?

To print using Print to PDF, use the following steps:   While a tax return is open, do one of the following: Press Ctrl+P. Click Print Return on the toolbar. Go to File Print Print This Return.   SureFire displays the SureFire Print window.   Click Print to PDF. SureFire displays the Select File Prefix and location window. Select the prefix you wish to use and SureFire will generate the filename. You can select the location in which you wish to save the file by clicking theyellow folder .   SureFire displays the Browse For Folder window.   Browse to the location in which you wish to save the file and click OK. Click OK on the Select File Prefix and location window and SureFire will save the printed return as a .pdf file. When you are ready to print the file, it can be printed from a command prompt to a printer.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo imprimo una declaracin de impuestos a PDF con SureFire?

To print blank forms in SureFire: Select File Print Print Blank Forms to display the Print Forms window. In thePackage drop-down list, selectthe package type you want to print forms for. In the Available Forms box, click + to expandall forms. Select a form you wantto print, and then click Add. The form will be added to the Forms to be Printed box. If needed, repeat the previous step to add other forms to the Forms to be Printed box. Click Print. Note: To remove a form from the list of forms to be printed,select theunwanted formin theForms to be Printed box, and then click Remove.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo imprimo formularios en blanco en SureFire?

Print Client Organizers Requirements for Printing Client Organizers You must have the latest version of SureFire, you must be in the lastversion and be working in the 1040 tax package in order to print Client Organizers for your clients from tax year 20XX (XX represents the year of SureFire). You can send a printed organizer to each client to help them collect information for theirtax year. You must have your correct company name, address, and phone number on the Office Information screen in Setup Assistant. This information prints on the cover page of the Client Organizer.   Printing Client Organizers To print Client Organizers, use the following steps: Log in to SureFire as Admin. Only the Admin user has access to the tax returns of all users. If you log in as any other user you will not see all the tax returns for all users Open the 1040 tax package. Click the Reports menu and then click Client Organizer. SureFire displays the Organizer Options dialog box. After selecting your organizer options, click OK.   Proceeding from the Select Organizers to Print Dialog Box Change the Username box to View All Users. View All Users is available only when you are logged in as Admin. Select the clients for whom you want to print Organizers. A client is selected when there is a checkmark in the small box beside the SSN. Use any one of the following methods to select the clients: Select the check box beside each client's SSN. Type the client's full SSN in the SSN/TIN box. SureFire places a checkmark in the check box. Click the Select All button in the lower-left corner of the dialog box. When you have selected the clients you want, press Enter, or click OK. SureFire displays the SureFire Print dialog box. Click Print to print one copy of the Organizer packet for each client you selected. You may click Print Preview to view the Organizers on-screen first. From Print Preview you can choose to print the organizers on paper or cancel printing.

At this time, the mailing labels print feature is only available in the SureFire Install Version software. For instructions, see the solution onhow toprint mailing labels in SureFire.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo imprimo etiquetas de correo desde SureFire Web Version?

There are two methods of printing mailing labels: Go to Reports Mailing Labels. This method is best for printing labels for all clients or for a large number of selected clients. While a tax return is open, press F7. This will open the Query Results window. Click Print Label. This method is designed for printing a label for a single client or a small number of selected clients.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo imprimo etiquetas de correo en SureFire Install Version?

To print or download signed documents from Signix, do one of the following: Download then Print Log in to SureFire as the Admin user. Selects Tools e-Signature e-Signature Document Center Home. Click Open Document Set. Click Download. Save the documents to your desktop. Open the document set and then print as usual. Print directly from Signix Log in to SureFire as the Admin user. Selects Tools e-Signature e-Signature Document Center Home. Click Open Document Set. Click View. In the open document window, clickPrint.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo imprimo o descargo formularios de firma (ya firmados) desde SureFire Install Version e-Signature?

Function as the IRS designed forms to print in 2018 software.

To resolve this issue, do the following: Open ?:\UTSxx. (where ? is the drive on which SureFire is installed and xx is the 2-digit year). Open the ACK or RAL folder. Locate the acknowledgement file that is appearing grey in SureFire. Right-click the acknowledgementfile and rename from .ACKI to .ACKU. Notes: You can now process your acknowledgements. EFC, IRS, and State Ack files are located in ?:\UTSxx\ACK Bank ack files are located in ?:\UTSxx\RAL.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo proceso los acknowledgements de SureFire si estn deshabilitado?

How do I rehang an acknowledgement in SureFire using the SureFire Solution Center?   Go to theSureFire Solution Centeror Solution Center(whichever applies). Log in with yourClient ID, Username, and Password. Click on E-File thenE-File Status( users) or E-File thenReturn Query (SureFire users). Enter the SSN/EIN, select the tax year, and click Search. Alist of acknowledgements that are available for that SSN/EIN will appear. The most recent acknowledgement will be listed at the top. Click Rehang to resend the acknowledgement to your tax program.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo recibir nuevamente la verificacin de aceptacin (Acknowledgment) de una declaracin de impuestos en SureFire?

Once states have been added they cannot be removed.

Click Tools Utilities/Setup Assistant. Click Setup View/Edit Print Packets. In the Packet Filename drop-down list, select File.PFL. Under Watermark Options, uncheck Print Watermark. Click Save. Close the Utility window by clicking the X in the top right corner. Note: Ifthe followingmessage appears, click Yes.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo elimino un watermark Copia de archivo en una declaracin en SureFire?

To rename a return: Click Tools Utilities/Setup Assistant. Note: SureFire will display theUtility window. Click File Return Explorer. Select the user name containing the file(s) in theLook in drop-down list. Notes: The Admin user can select from any user name. Other users will be able to select files only from their own user folder. The Look in drop-down list will be unclickable, or "grayed out"" for non-Admin users. Select the file type using the Show drop-down list. In the Action box

Click the Reports menu and then click Acknowledgments. Click The Filter window. Select the check box labeled Printed Files. Click OK. The Select Acknowledgment Files to Print window opens, displaying all your printed acknowledgment files. Select the desired acknowledgment(s) and click OK. The selected acknowledgment(s) will print.

Log in to SureFire as admin. Select Tools e-Signature e-Signature Document Center Home. Select the Document Set for yourcustomer. Click Open Document Set. In the Document Set window, click Email. Select the email address. Enter a Subject and Message. Select the Include a pickup link with message checkbox, to provide a link to the documents. Click Send.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo reenvo un correo electrnico de firma electrnica a mi cliente en SureFire Install Version?

Go to Tools Restore From Disk From Regular Backup. Select the Drive and Directories where the backup file is located and click OK. In Select Destination User, click thearrow to display users. Select the user to which you want to restore the returns, and thenclick OK. In Select Originating User Name(s), select the user names whose returns you want to restore, and then click OK. Note: SureFire displays the Restoring to box. If you select more than one user name, each user's list of returns appears consecutively. Select the returns you want to restore for each user and click OK. The Restore Summary window shows you: How many returns were restoredfor each user Number of versions Number of return attachments Archived deleted returns e-files Inactive returns Client letters Click OK. On Restore complete,click OK.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo restauro (Restore) un Backup en SureFire Install Version?

To run Repair, do the following: Click the Windows Start button and select Settings. Click on Apps in the Settings window. Select SureFire 20xx from the list, then click Modify. The SureFire 20xx InstallShield Wizard will open. Note: xx represents the year of SureFire that needs repairing. Click Next. Select Repair then click Next. Click Install. Note: It will appear as though the program is installing again. This is normal. Click Finish.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ejecutar la reparacin para el sistema de SureFire?

Log in as Admin or as a user with super user rights. Go to Reports Report List. Select a report and click OK. In Report Criteria, you can use filters to customize the reportif needed. Click OK.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ejecuto reportes en SureFire Install Version?

There is an IRS Extension Summary report. Click change package, select the business package for the extension you wish to view, click Reports, Reports List, choose the IRS Extension Summary report, then click Ok. You will have to switch to a different package to the see the 7004 sent for a particular package.

To send an e-mail to multiple EFINs   Navigate to Communications. Click Send Client to Client Mail.SureFire opens the Compose/Send Message window: Enter the EFIN to which you want to send the message, subject of the message and body of the message, to enter additional EFINs to which to send the message. Press Alt+A or click the Address button. Type each additional EFIN in the Enter Additional Addresses box. As you type, the program creates a list of the EFINs. To delete an EFIN from the list, click to select it, and then click Delete. After creating the list, click OK. The word MULTI will appear in the EFIN box, indicating that you are sending this message to multiple EFINs. To attach a file(s) to the mail message, click the Attach button. Highlight the file you want to attach and click Open. Options Open - Select Open to retrieve a previously saved message to resend or send to a different recipient. Save - Press Alt+S or click Save to save the message and the addressee(s). You must give each message a unique name. You must save the message in order to later retrieve it for reading, editing, and/or sending to a different addressee. The word MULTI will appear in the EFIN box, indicating that you are sending this message to multiple EFINs.To send another message to the same list of EFINs, open the saved message, change the subject and text, and send. Send - Click Send to connect to the Electronic Filing Center and send the message. Print - Click Print to print the message. SureFire will send the message to the print device you have designated in Printing Network Setup. Cancel - Click Cancel to close without sending a message. If you have created and saved a message before canceling, the message is saved. Attach - Click Attach to attach a tax return or other file to the message.  

Log in to SureFire with the Admin user name. Go toTools Schedule Auto Events. Select Enable Auto Update in the Program Update Options, Module Update Options, Ack Retrieval Options, and Return Save Options. Select the Time of Day you would like the software to update. Click Save.     Additional Information How do I download and install the SureFire software from the Solution Center? How do I download and update the SureFire program?     Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo configuro actualizaciones automticas en SureFire?

Step 1 Review Tax Form Defaults setup (Note these steps will only work with new returns or new carryforward returns, if you have already created or carryforward a return, those returns will not update with the new information) Log in as the Admin user. Click the Tools menu and click Edit Tax Form Defaults. Choose a package (1040, 1120, 1120S, etc.). You must set tax form defaults in every tax package used in your office. Do not prepare an actual tax return while in Tax Form Defaults. Make sure that you add the ERO information on the Main Info Page and also on the form 8879. Save Return. Close Return.   Step 2. Ensure all users have access to the tax form defaults information Copy Files to another Location Return Explorer. Log in as the Admin user. Click the Tools menu and select Utilities/Setup Assistant. In the Utility box, click on File and select Return Explorer. In the Show box, click the arrow to display a list of file types. Select Tax Form Defaults. In the Action box, select Copy Files to Another Location. Select the file(s) you want to copy from the File List. To select all files press the Select All button or Ctrl+A. Select the user name to which you want to copy the files from the Copy to drop-down list or Click OK. Click the Copy button at the bottom left of the Return Explorer window. Close return explorer.

To transmit returns to the Electronic Filing Center: Log into SureFire. Open the return you want to transmit. Click Diagnostics. Once you have cleared all diagnostic errors, click the e-File button. Close the return. Click Communications Send Federal/State Returns. A selection screen will open listing all of the e-files you have created for training returns. Select the e-fileto transmit, then, click the Send. The transmission process will begin. Follow the on-screen prompts. Wait to receive an acknowledgement from the IRS. Notes: To get theacknowledgment you will need to click Communications Get Acks, Mail and Updates. To verify if the return was accepted, see our Knowledge Base article detailing how to use Return Query on the Solution Center.

To reverse an override and return it to its calculated value, place you cursor in the entry and press the Shift+F8 keys or right-click the entry and click Un-override on the shortcut menu.

The video below shows how to uninstall and reinstall a federal, state, or bankmodule in SureFire.       To uninstall a module Click Tools Utilities/Setup Assistant. In the Utilitywindow, click Tools Uninstall Modules. A window will appear listing the federal, state, and bank modules currently installed on your system. Select the package(s) you wish to uninstall. Click OK.A message will tell you when the process is complete. To refresh a module or all modules   After uninstalling the appropriate modules, navigate to UTSxx\Mailbox and remove all files that begin with STU. These will be at the bottom of the listing if ordered by name. It is suggested that all STU files be placed in a new subfolder called Old   Note: Once these have been moved out of the Mailbox folder you can download fresh copies by going into the program and going to "Communications Get ACKs

Note: If you have data in the program that you do not wish to lose, rename your ?:\UTSxx folder before uninstalling SureFire. ? is the letter of the drive where SureFire is installed and xx is the 2-digit year of the program. Example before renaming T:\UTS20 Example after renaming T:\UTS20.old   To uninstall SureFire: Windows 10: Click the Windows Start icon Settings. Click Apps. Select SureFire 20xx from the list. Click Uninstall. Windows 8.1: Click the Windows Start icon Control Panel. Click Programs Uninstall a program. Select SureFire 20xx from the list. Click Uninstall. To reinstall SureFire: Rename UTSxx.old back to UTSxx. Open UTSxx\TWTECH Run setup.exe Note: Setup.exe may appear as setup depending on File Explorer settings.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo desinstalo y reinstalo SureFire?

To update the registration code in SureFire: Log into SureFire as Admin. Click Tools Utilities/Setup Assistant Setup Setup Assistant. Click the Register Software tab. Enter the new EFIN and Registration Code. Click Register Code. Click Save and Close.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo actualizo el Registration Code en SureFire?

Using the "What If?"" tool   Start and complete the return

Navigate to the Support site. Log in as Admin. Click Return Queryunder the E-Filedropdown menu at the top. Enter the SSN or EIN. Select a tax year from the Tax year to search list. Click Search. The customer name or company namedisplays, with the newest e-file received at the top of the list. Click Select to open detail information for the customer. Click Disbursements. From there, you will be able to see if there are any checks that are ready to print orhave been printed. You can also see theauthorization number and disbursement amount. Note: IfDisbursementsshows that there is a check ready to print, but you have not received the authorization record, please open a support case to receive assistance.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo uso la pgina de soporte de SureFire para ver si hay un cheque listo para imprimir para un contribuyente?

Press Windows+R. On the "Open"" line

To view your order history, do the following: Select Help from the main menu. SelectPPR Support. Click View Order History.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo puedo ver mi historial de pay-per-return en SureFire?

Under the state information section on the Main Info form, add the state and the state forms will populate. Once the state forms have been loaded, update the state information you wish to include as part of Tax Form Defaults.

The Preparers ID can be any combination of letters and/or numbers, such as the preparers first name, initials, or SSN. This entry is case-sensitive. In order for SureFire to recognize the Preparers ID, you must enter it exactly the same way it was entered originally. For example, if the Preparers ID was originally entered as Sadie, SureFire will not recognize SADIE or sadie   1. Log onto SureFire 2017 as the Admin user 2. Click on toolsSetup/Setup Assistant 3. Click on Setup\Setup Assistant 4. Add the preparers on the preparer information tab Provide the preparer with the preparer ID. They will enter the ID on the 8879 or on the main info and the preparer information will be pulled in on the return.

We currently provide phone, email, web ticket, and chat support for the most current software release as well as the previous two years' releases during tax season.   Outside of tax season (January-April), we are able to support the current tax year plus sixyears prior. Support for products developed over sixyears ago is no longeravailable.   Note: For resolution to issues involving older software, please utilize the self-service tools such as Help inside the software and the Knowledge Base on the Solution Center.     Additional Information See our Knowledge Base article for a list of non-supported installation types.   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cuntos aos anteriores de mi programa son compatibles?

Browse to the drive whereSureFire is installed and locate the UTSxx folder, where xx is the two-digit year(for example, C:/UTS20). Locate and right-click twwxx.exe Select Send to Desktop (create shortcut). Note: You will see the icon on your desktopas twwxx.exe - Shortcut.You can right-click theicon and select Rename to change the name.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo agregar un cono de SureFire a su escritorio?

Once a return has been submitted for E-File, it is not possible to stop the return after it has been sent. The return will have to come back as rejected in order to make the changes, or an Amendment on the return will need to be done.

To change user permissions in SureFire: Log into SureFire asAdmin. SelectTools Utilities/Setup Assistant Setup Setup Assistant. Click on the Groups Users tab. Select theUsername in the list by clicking on it. Click View/Edit. Use the dropdown list under Assigned group to select the desired group, such as SuperUser. Click OK. Click Save and Close.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo cambiar los permisos de usuario en SureFire?

Note: This method of flagging last year's clients is available for all types of returns.   To create taxpayer reminders for last year's clients, use the following steps:   In order for the taxpayer reminders to work properly, you must have a note entered on the Preparer Use Form in SureFire xx ( Prior Year) In SureFire current year, point to the Tools menu, select Carryforward and select Prior Year Data. SureFire displays the Carry Forward Prior Year Data dialog box. Make sure the Create taxpayer reminders check box is selected and click OK. Follow the steps to carryforward your prior year data. Click Start a New Return and enter the SSN or TIN. SureFire displays a confirmation box. Click Yes to load the carryforward data. SureFire displays the Taxpayer Reminder. Click OK and the return opens.       Notes:   By default, SureFire displays the Taxpayer Reminder each time the return is opened. You can deselect the check box on the General tab of the Setup Options if you do not want the reminder shown each time the return is opened. If both a Flips file and Prep use reminders are present for a return, the Flips file reminder is displayed first, followed by the Prep Use reminder.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo crear Recordatorios para Contribuyentes en SureFire?

Sign in with the admin username.  Once under the admin, you want to click on the conversion tile on the main screen in the software. After clicking the link, you should be taken to a screen like this inside of your internet browser. Then click on the link that goes with the conversion that you are trying to complete.  After picking the one you need and clicking the run button, you will be prompted for the install setup. After the setup, you will end up on a screen like this. In the top right, you want to click Add Files To Convert. After hitting that you will get a screen like this. If you are using the proper year conversion file, it will auto pick the folder you need. Click OK Once you click OK, it will load all the prior year returns. All of the tax returns should automatically be selected by default. Verify, Then click convert selected files.  It will then convert the files. This screen should be the next screen you see, and all you have to do is click on close. Once complete you want to go back to your current software and go to tools>carry forward>prior year data It will then prompt you with this screen. You then want to click Carry Forward Taxpayer Data. When clicking on the carry forward taxpayer data, it will prompt you with the usernames. Select the username that has the files you want to convert, then click ok. This screen will pull up all returns, simply hit all clients in the bottom left and hit ok. Once the process is complete, hit save and edit. Now you should be able to pull up the return by starting a new tax return with that persons social under a user that is NOT Admin. Simply type in the social on the first line and you should see a message like this.  Click yes to carry forward.

You can download the current year tax software, and any prior year tax software by doing the following:   Log into our website at HTTP://surefiretaxsoftware.com After you have logged in, click on Products at the top of the page You can now select the Tax Year you and you will see a Download button If you need more than 3 years back and weren't our customer, we offer an Archive Access Option.  Call our sales team for more information.

How do I download the program, state, federal, and business updates for my Installed Tax Software? Anytime you need updates, simply do the following: Click on [Communications] at the top Next, click [Get Program Updates] Next, click [Get Program Module Updates] If you need to download updates manually, simply log into your Taxwise account and go under Download by going to  http://support.taxwise.com If you don't know your Taxwise login information, please click here to reset your taxwise login information  

Startup an email, click attach a file then browse to your C:/UTSXX/Users folder XX being last 2 digits of the Tax Year, for example, 2016 would read C:/UTS16/Users Find the folder for the username the return was created under Example if created under Guest Username, go into the Guest Folder The return will have the SSN/EIN listed in the filename of the return. For example, if the SSN was 111-22-3333 then the file name may read 6I111223.333   Please attach the return to an email to matt@surefiretaxsoftware.com   For issue please make sure to be as specific as possible so development can identify the specific issue your having

Practice Scenarios are located on the Practice Tab of the SureFire Learning Portal on the SureFire Solution Center.   To access the SureFire Learning : Go tohttps://support.SureFire.com/ Under Find Answers, click View SureFire Install Version Learning Portal or SureFire Web Version Learning Portal. Note: If you are not currently logged into the Solution Center, you will be prompted to log in. Click the Practice Tab. Here you will find the link to the practice returns for Individual and Business return scenarios.

Fix Pending Acknowledgement Error - I have sent a return and on the Return List it just says that the status is "E-File Created" or the return is stuck on "Sent to EFC" and when I attempt to re-create the e-file when I run diagnostics it says federal and state returns have been e-filed and cannot be done again. Solution:The way to fix this issue is to do a few things to make sure sending the return again will fix your issue. Make sure that the return really hasn't been sent yet by going into the Return Query and looking up the return and making sure it hasn't already been accepted, or still awaiting an acknowledgment from State/Federal. If you don't know how to access the Return Query, search our knowledgebase in our members' login section for: Return Query Once you have verified the return really hasn't been accepted, or isn't awaiting acknowledgment, you will want to clean up the transmit folder so you can re-create the return to be submitted. Find the icon for the installation version on your desktop for the tax year you're having the issue for, then Right Click > Properties [NOTE - If you don't have the icon you can try going into your C:\ Drive folder directly and looking for UTSXX where XX is the last 2 digits of the tax year, e.g. UTS16 would be for 2016 Next, you want to go to Open File Location Now you want to go inside the TRANSMIT folder and look for a file that starts with EI and the SSN of the return you are looking for.  For example, for SSN 111-22-3333 the file name may say EI111223333USEX.XML Since this file has "US" in the filename, we know this is a Federal.  If it said "CA" instead of "US" in the example above, we would know its for California instead. We highly recommend only deleting the file for the specific state/federal your having issue(s) with.  If you only need to fix the state (this example California) and you delete both transmit files for Federal and California and resend, you will most likely get a reject back on the Federal since it had already been accepted. Once you have located the file preventing you from recreating e-file then you simply delete it from the TRANSMIT folder and you should now be able to create e-file.      

Note: This information pertains to existing customers; new/potential customers should speak with WK sales team.   Below is a quick guide on how to lead customers to training for our software. Please reference this if there are customers looking to access WKs suite of training topics and videos. Customer facing training for SureFire and is found inside the Learning Portals located under the training tab of the solution center. (Pictured below). Payroll Compliance Reporting (PCR) is located on both solution centers under that same training tab. Refunds Today customers access their training videos on their Refunds Today home page as well.         If the customer still has questions about how to use the new training portal please provide them with the relevant following link so they can access the video guides: SureFire: Training Options : Learning Portal

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.   To enter preparer information for use on the tax forms, do the following:   Click the New button.   SureFire displays the Preparer Details window:   Complete all applicable information related to this preparer. Click OK.   SureFire displays the information in the ERO/Preparer Information list.   To modify existing preparer information for use on the tax forms, do the following:   Select the preparer you want to modify. Click the View/Edit button.   SureFire displays the Preparer Details window.   Change any necessary information and click OK.   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.   Active and Inactive ERO/Preparers   You can mark preparers as Active or Inactive. Marking a preparer as Inactive allows you to keep the preparer information in SureFire, but not be visible with active preparers.   Mark an Active Preparer as Inactive   To mark an Active preparer as Inactive, use the following steps:   Navigate to the Preparer Information screen in Setup Assistant.   The Active tab is displayed.   Select the Preparer you want to mark as Inactive and click View/Edit.   The Preparer Details window is displayed.   Deselect the Active check box.   Click OK. Click the Inactive tab and see that the preparer is now displayed here rather than on the Active tab.   Inactive ERO/Preparers Mark an Inactive Preparer as Active   To mark an Inactive preparer as Active, use the following steps:   Navigate to the Preparer Information screen in Setup Assistant.   The Active tab is displayed.   Click the Inactive tab. Select the preparer you want to mark as Active and click View/Edit.   The Preparer Details window is displayed.   Select the Active check box.   Click OK. Click the Active tab and see that the preparer is now displayed here rather than on the Inactive tab.   Once you have finished entering preparer information, click the Next button to configure your printing and network settings.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingresar la informacin del preparador en SureFire?

  Full Reinstall from Scratch. If none of the regular options of backing and restoring data don't work you will need to follow these steps. You will need to install the software from Scratch (Estimated time 30 - 45 minutes per tax year) Add the C:\UTS16 folder to your Anti-virus exclusion list (find instructions for this from your Anti-virus provider) Disable any ANTI-VIRUS software you may have running on your computer Rename the C:\UTS16 folder to UTS16OLD Download fresh copy of 2016 from our website Fully Install and register the fresh 2016.  Make sure to fully Software Communications > Get Program Updates Restart the program Communicatoins > Get Module Updates Now you need to [Copy] and [Paste] the USER folders into your new computer C:\UTSXX Drive (Located in "This PC/My Computer") OVERWRITING the existing USER folder inside the appropriate UTSXX folders For example - for 2015 I would go into the 2015 folder I created on the USB/External drive and copy the USERS folder from here and paste/overwrite the one in the C:\UTS15 folder on the new computer You will need to make sure you have a Username created in the New Tax Software for each of the folder names you see in the C:\UTS15 folder. By default the ADMIN, GUEST, TRAINING folders will already exist.  You will need to create Usernames for any other Users listed After all this you will then go into C:\UTSXX folder and run the DBREPAIR file. Only check the box for "Populate DB from Returns" and hit Start Repair Rinse and repeat steps 10 - 13 for each tax year

If you need to list more than 14 transactions of the same type from the Capital Gains or Loss Transactions Worksheet, you can duplicate the 8949 form as needed. To duplicate the form you'll click on the "Copy 8949 Pg" button at the top of the form.  Once you duplicate the form to list more than 14 transactions, you must enter a sequential copy number on each duplicate form. The first parent or starting form should be changed from 0 to 1 Once we have the first form set to 1 we'll navigate to our newly copied page and change the number to 2. This copying and numbering process can be continued on if you need more pages to list the transactions. This can be done for each short and long list of pages.   

  Full Reinstall from Scratch. If none of the regular options of backing and restoring data don't work you will need to follow these steps. You will need to install the software from Scratch (Estimated time 30 - 45 minutes per tax year) First, create a Backup folder on your USB/External Harddrive you will be using to move the data from your old computer to your new one. For example - if I am copying over 2015, I would create a folder called "2015" on my USB/External Folder Repeat the above step for every Tax Year you need to move. Install and fully update (Communications > Get Program Updates) then (Communications > Get-Module Updates) the Tax Years on the New Computer you are wishing to bring from the old computer On the OLD computer (where the data is coming from) Locate the DRIVE (Normally the C: Drive) where the software has been installed to and then look for UTSXX folder For example - for 2015 you would locate the folder UTS15 Go inside the UTSXX folder and look for the USERS folder Right-click on the folder and go to [Copy] Next, you need to [Paste] this folder on an external hard-drive, or USB drive, or another device to move the data to the new computer *NOTE - If you are doing multiple years, it would be smart to create a folder for each year you are trying to copy for on the USB/External to put the USERS folder for that year into. Rinse and repeat the above steps for every Tax Year software you are trying to move to the new computer putting the USERS folder into a different folder each time For example - create a folder called 2015 on the USB/External and put UTS15 > USERS folder in this folder etc.. Once you are done copying the folder from the old computer to the USB/External drive, then you need to insert this device into the new computer Now you need to [Copy] and [Paste] the USER folders into your new computer C:\UTSXX Drive (Located in "This PC/My Computer") OVERWRITING the existing USER folder inside the appropriate UTSXX folders For example - for 2015 I would go into the 2015 folder I created on the USB/External drive and copy the USERS folder from here and paste/overwrite the one in the C:\UTS15 folder on the new computer You will need to make sure you have a Username created in the New Tax Software for each of the folder names you see in the C:\UTS15 folder. By default the ADMIN, GUEST, TRAINING folders will already exist.  You will need to create Usernames for any other Users listed After all this, you will then go into C:\UTSXX folder and run the DBREPAIR file. Only check the box for "Populate DB from Returns" and hit Start Repair Rinse and repeat steps 10 - 13 for each tax year

Go to the Main info page Locate the Type of Return Section Remove any selection that has been made (Bank Products, Efile ONLY, Paper) Run Diagnostics Select Mark to Transfer ClickCommunicationsTransfer to SureFire Web Version.   **Return will no longer have a lock

Start up an email reply and go to attach file to email, and then go into your C:/UTSXX/Users folder XX being last 2 digits of the Tax Year, for example 2016 would read C:/UTS16/Users Find the folder for the username the return was created under Example if created under Guest Username, go into the Guest Folder The return will have the SSN/EIN listed in the filename of the return. For example if the SSN was 111-22-3333 then the file name may read 6I111223.333 Please also make sure to type a very detailed email outlining the issue so they can know exactly what you are referring to.. refer to lines, and examples even if possible so they know exactly what your talking about.  More detailed the better

Use this procedure on a regular basis to make copies of your work to guard against data loss and for permanent storage.   To create a new Regular backup, use the following steps:   Click the Tools menu, point to Backup to Disk and select Regular Backup. Select Start a new backup. Select the Include E-Files check box if you wish to include regular and decorated files (files needed for reject processing) and Federal archive e-files with the backup. Select the Include Deleted Returns check box to include previously deleted returns with the backup. Click OK. Select the user name(s) whose returns you want to back up and click OK. Select the return(s) you want to back up from the list by doing one of the following: Click each individual file to be included in the backup and click OK. To choose a list of sequential files, click the first one, press and hold the Shift key, and click the last one and click OK. To choose a list of non-sequential files, click the first one, press and hold the Ctrl key, and click additional files and click OK. Click the Select All button. Click OK. Select the drive and directory where you want the backup to be saved, and click OK. Click OK.       If an earlier backup exists you will receive a Confirm dialog box telling you the files will be overwritten.         Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo hacer un Regular Backup en SureFire?

This information includes steps for the 1040 individual package. Some steps may vary slightly, depending on the package you use.   To start a new return, use the following steps:   Do one of the following: Click the Start a New Return link on the home page. Click the File menu and click Start a New Return. Press the Ctrl+N keys. Enter the primary Social Security Number for the tax return in the SSN box and press the Tab key. If you are not carrying forward prior year data, enter the SSN again in the Re-key SSN box and click OK and the return will open. If you carried forward prior year data for the SSN, SureFire displays a message box similar to the following:   Click Yes to load carry forward data. If there is carry forward data and you select Yes to load it, the return loads at this point and you do not have to re-key the SSN. Note: By default, the Use SSN to name file feature is enabled. If this check box remains selected, SureFire automatically inserts the SSN in the File name box. If this check box is de-selected and the feature is disabled, you must enter a different file name in the File name box. By default, the Prompt if Return not Carried Forward feature is disabled. If this check box remains deselected, you will not receive a prompt when starting a new return with a taxpayer SSN that was used in a return last year, but not carried forward. If this check box is selected and the feature is enabled, you will be prompted when you start a new return with a taxpayer SSN that was used last year.   Click Yes to carry forward and load data into the new return.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo empezar una declaracin de impuestos nueva en SureFire?

1. Go to communications 2. Click send Federal/State returns to EFC 3.The program will prompt you to click the option unbatch. Click it and continue to send returns as normal.

Log in to the TaxWise Solution Center, https://support.taxwise.com If you don't know your login information, login to https://surefiretaxsoftware.com and locate your Client ID and simply use the Forgot Password feature on the https://support.taxwise.com login screen to have it emailed to you *Make sure to check junk mail* Once logged at the very top of the menu click where it says E-File, then click on Return Query to go to the next page. Enter the SSN or EIN of the return and click Search. (Tax Year will default to the current tax year.) The first screen displays General Information, including federal e-file and bank product status. Click the other links for information on the state e-file(s), refund disbursement and reject codes. When you click Reject History, you will see a list of all rejects for this return. Double-click the most recent reject.  Click the Reject Code link to see the explanation for the reject and the actual value in the return that is causing the reject. In the example below, the reject is caused by the SSN of the first dependent listed in the return. The SSN does not match what the IRS has on file.  

To verify the refund amount that was transmitted with the return, you can check the status of the return on the SureFire Support Site. For instructions on how to check the return status on the Support Site, see How do I check a return status on the SureFire support site?.  

The SureFire PPR system is usually scheduled to be activated in early January each year.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:No me puedo conectarme al sistema PPR (Pay per Return)

This can occur when you have a corrupt or missing authorization file.   To solve this problem   Check your authorizations by pointing to PPR Support on the Help menu, and then selecting View authorization codes. Click Next. If the return you purchased is listed, click Back. Choose the Restore authorization codes option, and then click Next. On the following screen, click Finish. If the return you purchased was not listed, click Exit. You may now proceed to purchase the return authorization normally.   You should be able to open the return after the codes are restored.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:No puedo abrir una declaracin comprada a travs de PPR

Problem   After running diagnostics I am not given the option to create the state e-file.   Resolution   Verify that you have selected the Yes box on the State form regardingthe question that asks if you would like to electronically file the return.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:No tengo la opcin para crear el e-file del estado en SureFire

To correct this problem, close and re-open SureFire.   If the problem reoccurs when printing this return, you need to delete the contents of the X:\UTSxx\Spooler folder (where X: is the drive on which SureFire is installed, and xx corresponds to the tax year of your program).

It's important to understand Overrides and how they may affect tax returns. An Override is caused by pressing F8 on your keyboard and allows you to replace the value of any field -whether it's calculated or free entry -with any value you wish. In some cases, this is used when the tax preparer feels the software's calculations are off. While one or two Overrides typically won't cause any issues, having them present in the return when they're not necessary can cause rejects or calculation errors. Because an Override forces a different value than what's calculated, this changes the calculations down the ladder and can cause further deviations. Please check any and all Overrides when e-filing a return to ensure that they are necessary.

After running diagnostics you get an error message talking about "Invalid In Care Of" To Fix: You have to put a % then surviving spouse name. For example, if the surviving spouse name is John Smith on the Main Information sheet where it says In Care Of you need to put:   % John Smith

To increase or decrease text size on forms   In an opened return, click the View menu Select Edit Tax Form Size Select the size of the text and it will update automatically  

Please follow these steps to correct the issue: Login as Admin Go into the Tools Menu Select Utilities/Setup Assistance Go into the Setup Menu Click on Setup Assistance Click on Office Information section Fill in the missing name, address, company name, etc. After completing the information, click on Save and Close   Go back into the return, the information should then display within cover sheet at this time.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:En la portada de la declaracin individual no imprime mi nombre en SureFire

To insert a blank line on a SureFire statement, press ALT+INSERT while the cursor is on the line below where you want the line to appear. (The blank line is inserted above the line where the cursor is located.)  

There are a few variations on these error codes:   5006 0x80070002 - This means a file necessary for the update is missing, such as data1.cab or setup.inx. You should contact technical support. 5006 0x80070003 - This occurs because the Documents folder has an invalid target. Right-clickthe Documents folder, select Properties, and click Restore Default. 5006 0x80070052 - This means a directory or file cannot be created -- make sure you have sufficient rights on the machine. Log in to Windows as an Administrator and try installing under that user. Also, delete the contents of the current user's Temp directory (usually C:\Users\[User Name]\AppData\Local\Temp) and then reboot. 5006 0x80070070 - This indicates that your drive(s) is low on space. This could be indicative of either the C: drive (or whatever drive Windows is installed on) or another volume if you are installing SureFire to a drive other than the C: drive. This could also indicate that Disk Quotas have been set too low. Free up some hard drive space by deleting files or programs, and then try running Setup again. 5009 - This is usually a sign of a damaged Windows installation, perhaps even a virus infection. You should check your system for viruses, and have a technician examine your system's integrity. Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Install Shield errors 5006 or 5009 al instalar.

Changing your Windows Display settings from 120 DPI (dots per inch) to 96 DPI may solve the problem.   Note: Microsoft stopped support for Windows XP on April 8, 2014. The 2014 and newer CCH Small Firm Services products are not supported on Windows XP.   To change your Windows Display settings to 96 DPI   Right-click the background of your Windows Desktop, and then select Properties. On the Settings tab, click Advanced. On the General tab of the Advanced Settings dialog box, adjust the Display DPI setting to 96 DPI, and then click OK. Click OK in the Settings dialog box.     Note: Do not use Classic, Soothing, or DOS Classic on the Color Setup tab in the SureFire Setup Options.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Al abrir o iniciar una declaracin recibo un error " Integer overflow"" en SureFire "

Problem: When running diagnostics you receive the error "Internal Error Method not found: 'System.String'" Solution: This is due to Microsoft's .NET Framework being damaged or missing. Install/reinstall the latest version of .NET Framework. (at least version 4.6.2)     

Close the program. run this file after downloading http://download.cchsfs.com/pa/CRRedist2008.zip after that log back in and your acknowledgements should show up.

Invalid Index When Starting a New Pay-Per-Return   When starting a new pay-per-return you are getting an Invalid Index. This may be cause if you have not entered your registration code. Make sure you have entered your registration code in the Setup/Setup Assistant screen of your SureFire Software.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "Invalid Index"" al iniciar un nuevo Pay-Per-Return en SureFire. "

IRS Security Requirements   The IRS Security Summit has adopted stricter requirements for handling sensitive taxpayer data. As members of the Summit, we are upgrading our products to meet the recommendations and best practices set forth by the Summit in IRS Publication 4557 , Safeguarding Taxpayer Data.   All users are required to establish a user account and password. Passwords must follow these guidelines: 8 - 20 characters At least 1 UPPER case letter At least 1 lower case letter At least 1 number At least 1 punctuation or special character (ex.? ! $ * ) Spaces are allowed Starting with the 2016 release and all future releases, will include the new login restrictions. After 5 failed login attempts, users will be locked out of the system, though Administrators will be able to unlock these users. Admin users who are locked out will be required to enter the product activation code or registration code to unlock the Admin account.

E-signature is only available for Current Year.

TheIRS Security Summitimposed stricter requirements for handling sensitive taxpayer data.   As members of the Summit, our products conform with the recommendations and best practices set forth by the Summit inIRS Publication 4557,Safeguarding Taxpayer Data.     The initial release of SureFire will require all users (except the Training user and other users assigned to the Training security group) to establish a password associated with their user name.   Passwords must follow the following guidelines: 8-20 Characters 1 UPPER case letter 1 lower case letter 1 number 1 special character (ex. ? ! $ _ *) Upon installation, you will be prompted to enter a password immediately for the ADMIN user.     Additional Security Changes:   User passwords will expire after 90 days. After this time period, you will be required to enter a new password for all users that follow the guidelines above. Users are required to reenter their password after being logged into SureFire for 24 hours regardless of activity. Users are required to reenter their password after 30 minutes of inactivity in SureFire.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Hay alguna razn por la que mi programa SureFire ahora requiere contrasea?

Look carefully at the forms and lines to which K-1 information will carry, as shown on-screen in the Where entered column. If you have made a manual entry directly on one of these lines prior to completing the K-1, the K-1 information will have nowhere to go, since it would normally transfer to the line where you have manually entered data.When there is manually entered data in an entry AND K-1 data transferring to the same entry, Sure-Fire does two things:Sure-Fire allows the manually entered data to override the K-1 data. The entry is automatically marked as overridden.Sure-Fire also flags the entry as "estimated." The estimated status will alert you that there is a problem with the entry and will prevent the form from checking off as complete.The entry will appear estimated (red background). Press Shift+F3 to un-estimate the entry. Then press Shift+F8 to allow the K-1 data to transfer in. The entry should then look like a normal calculated entry (yellow text).The manually entered data will have to be re-entered, if appropriate.We strongly recommend that you complete K-1 Worksheets before making any entries on forms to which K-1 data carries.

On the K1 P/S line 20 :

Run DBR. Close the SureFire program. If you have a network install, be sure to close the program on all workstations. Browse to the drive where SureFire is installed via CMD or StartRun (for example, T:\UTS**\dbrepair c) For CMD hit Enter and from Run click OK Click Start repair. The Log box will display "Done"" when the repair is finished Close the database repair by clicking X in the top-right corner of the window Open SureFire "

Function Keys for the Desktop software:  Function Key(s) Description  F1 Display Help   F2 Save Return  F3 Estimate   F5 Calculator   F6 Show 2nd Form   F7 Return Status   F8 Override Entry   F9 Link Form   F10 Close Form/Return   F11 Insert Variable   Alt+Insert Inset a line   Alt+F1 View Context-Sensitive Help   Alt+F10 Sort Descending   Ctrl+Page Up Previous Page/Form   Shift+F1 IRS Instructions   Shift+F3 Un-Estimate Shift+F8 Un-Override Entry Shift+F9 Remove Form Shift+F10 Add New Copy Shift+F11 Pause Timer Ctrl+F10 Add New Form Alt+Delete Delete Selected Line Alt+F9 Sort Ascending Space Drop Down List Ctrl+Page Down Next Page/Form Ctrl+N Start a New Return Ctrl+O Open Return Ctrl+Y Open Return by SSN/EIN Ctrl+I Apply for ITIN Ctrl+U Change User Ctrl+Q Search/Query for Return Ctrl+P Print Return Ctrl+F9 Auto Link Depreciation Worksheet Ctrl+Z Undo Text Entry Ctrl+Y Redo Text Entry Ctrl+C Copy Entry Text Ctrl+X Cut Entry Text Ctrl+V Paste Entry Text Ctrl+Delete Delete Entry Text Ctrl+A Select All Ctrl+F Find Ctrl+F3 Find Next Ctrl+L Replace Ctrl+E Go to Required Entry Alt+Enter Object Properties Ctrl+F10 Add Form/Display Form List Shift+F10 Copy This Form Shift+F9 Remove This Form Ctrl+Alt+W Go to Web Ctrl+T Show Forms Tree Alt+F1 Context-Sensitive Help Ctrl+H Print Checks Ctrl+S Send Federal/State Returns to... Ctrl+G Get Acks, Mail, and Updates Ctrl+D Run Diagnostics Ctrl+M Make E-Files Ctrl+B Backup to Disk Ctrl+R Restore From Disk

Function Keys   F1: Display Help F2: Save Return F3: Estimate F5: CalculatorF6: Show 2nd Form F7: Return Status F8: Override Entry F9: Link Form F10: Close Form/Return F11: Insert Variable   Alt+Insert: Inset a line Alt+F1: View Context-Sensitive Help Alt+F10: Sort Descending Ctrl+Page Up: Previous Page/Form Shift+F1: IRS Instructions Shift+F3: Un-Estimate Shift+F8: Un-Override Entry Shift+F9: Remove Form Shift+F10: Add New Copy Shift+F11: Pause Timer Ctrl+F10: Add New Form Alt+Delete: Delete a line Alt+F9: Sort Ascending Space Bar: Drop down list Ctrl+Page Down: Next Page/Form Ctrl+N: Start a New Return  Ctrl+O: Open Return Ctrl+Y: Open Return by SSN/EIN Ctrl+I: Apply for ITIN Ctrl+U: Change User Ctrl+Q: Search/Query for Taxpayer Ctrl+P: Print This Return Ctrl+F9: Auto Link Depreciation Worksheet Ctrl+Z: Undo Entry Text Ctrl+Y: Redo Shift+F8: Un-Override Ctrl+C: Copy Entry Text Ctrl+X: Cut Entry Text Ctrl+V:Paste Entry Text Ctrl+Delete: Delete Entry Text Ctrl+A: Select All Ctrl+F: FindCtrl+F3: Find Next Ctrl+L: ReplaceCtrl+E: Go to Required Entry Alt+Enter: Object PropertiesCtrl+F10: Add Form/Display Form List Shift+F10: Copy this Form Shift+F9: Remove Form Ctrl+Alt+W: Go to Web Ctrl+T: Show Forms Tree Alt+F1: Context-Sensitive Help Ctrl+H: Print Checks Ctrl+S: Send Federal/State Returns to...Ctrl+G: Get Acks, Mail and Updates Ctrl+D: Run Return Diagnostics Ctrl+M: Make e-files Ctrl+B: Backup to Disk Ctrl+R: Restore from Disk

The table below contains some commonly used keyboard shortcuts for SureFire (Install Version). For a complete list, please open SureFire and click Help Keyboard Shortcuts.   Keyboard Shortcut Command F1 Display Help F2 Save Return F3 Estimate F5 Calculator F6 Show2nd Form F7 Return Status F8 Override Entry F9 Link Form F10 Close Form/Return F11 Insert Variable Alt+Insert Insert a line Alt+F1 View Context-Sensitive Help Shift+F1 IRS Instructions Shift+F3 Un-Estim Alt+F10 Sort Descending Ctrl+F10 Add Form/Display Form List Shift+F10 Copy This Form Ctrl+Page Up Previous Page/Form Ctrl+N Start a New Return Ctrl+O Open Return Ctrl+Y Open Return by SSN/EIN Ctrl+I Apply for ITIN Ctrl+G Get Acks, Mail and Updates Ctrl+S Send Federal / State Returns       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mtodos abreviados de teclado en SureFire

When printing some my get an issue where it says library not installed. To fix this is first try a control panel repair. if that doesn't work rerun the TWTECH on the networked CPU.

Linking is the function of the software that allows information to flow from one form to another through links. With Linking, you can save time by not entering the same information over and over again. If you know that information that goes on a line would come from another form, try linking to it by doing the following: Set up a Link by right-clicking a field on a form, then select Link.          After you click Link, you will be taken to another window that gives you the option of establishing a link to a new form, or to view an existing link.       

You can use the Business Vehicle Worksheet to calculate the deductible amount of gas and other expenses for up to four vehicles per page.To complete the Business Vehicle Worksheet:  Go to Vehicle Wkt. Type the name of the individual or business at the top of the form.  For each vehicle, enter the description of the vehicle, business miles, and total miles.  SureFire calculates the percent of business use. You may skip the mileage entries and enter the percent of business use directly on the Business use percent line, if you wish. For each vehicle, enter your expenses.  The worksheet totals the expenses and calculates the deductible amount based on the percent of business use. Parking fees and tolls are added in at 100%. This worksheet can be duplicated if you have more than four vehicles. Press Shift+F10 to duplicate the form. Depreciation for these vehicles must be entered by linking from Form 4562 to a Depreciation Worksheet. Use a separate worksheet for each vehicle.

In the software when e-filing, the majority of states e-files are locked until the federal acceptance acknowledgement comes in. (NY,CA,OH and limited others) Allow you to e-file the state without waiting for the federal acknowledgement. Check your gets acks,mail and updates button every few hours after sending out your returns. This information applies to all years of the software that can be E-filed.       

To correct this problem, start with small adjustments. A margin adjustment of .25" is more than likely too large. A good starting value is .07", adjusting as necessary by +/- .01" or .02" until the printed labels are satisfactory.Using the Print to Screen option allows you to fine-tune the adjustments without wasting labels or paper. In addition, your printer must be set to print 60 lines per page for the labels to align properly.Hint: Set the top margin to .60" and the left margin to .50".Remember, it is best to make only slight modifications when attempting to correct misalignment of mailing label margins.

To correct this problem, start with small adjustments. A margin adjustment of .25" is more than likely too large. A good starting value is .07""

This indicates that the transmission has been sent, and the e-filed information (only--not the return data) has been erased. You do not need to re-create the e-file.   Note: If the e-files that were just transmitted were not erased, you can delete the e-file.   Clickthe Tools menu andselect Utilities/Setup Assistant Click File and select Erase e-files.... Select the e-files and click OK. Click Yes to the warning, (209) WARNING! These E-files will be permanently erased! Continue?     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje: "The e-files just transmitted have been erased' Despus de enviar archivos electrnicos en SureFire "

This common form will satisfy the income tax filing requirements for 19 of the cities that impose a city tax.The following cities accept the Michigan Cities Common Form as of 2010:Albion, Battle Creek, Big Rapids, Flint, Grand Rapids, Grayling, Hamtramck, Highland Park, Ionia, Jackson, Lansing, Lapeer, Muskegon, Muskegon Heights, Pontiac, Portland, Saginaw, Springfield, and Walker.To see a list of the abbreviations to be entered in box 20 of Form W-2, follow the steps below.To show a list of city abbreviationsIn a Michigan form, press F1.In the navigation pane, click the plus sign (+) next to Michigan.Click the link to Michigan city names for W-2.Enter the appropriate abbreviation for the city so any local withholding from that city will be calculated on MI form CF-1040ES. 

SureFire Users: Navigate to X:\UTSYY (X representing the drive the program is installed and Y the year) Locate the twwYY.exe Right Click and select sendto Desktop (create shortcut) Rename the file to SureFire 20XX (whichever year it is)   Note: You can also search for the application in the Start menu, and rick click on it and choose pin to taskbar. Windows 10 wont let you drag and drop anything from the search results.

On line 5a, Payer, link (F9) to the New Schedule B: Additional Dividend Statement. This form will allow you to enter up to 50 items. If you have more than 50 items, copy the Additional Dividend Statement by using Shift + F10 to bring up a new schedule.

If your check log doesn't print, you can run the Check Print Summary from the Reports List using date restrictions. This actually gives you better information than the check usage log.

Question: I filed my return, the payment has not been withdrawn from my bank account from the IRS in SureFire   Solution: Generally, the funds arewithdrawn on the payment date you specifyif your return has beenaccepted.If you still don't see the debit 7-10 days after your return has been accepted, you will need to callIRS e-file Payment Servicesat 1-888-353-4537.   If the payment date requested is a weekend or bank holiday, the payment will be withdrawnon the next business day. In that case, your bank may put a hold on those funds, and treat it as a pending transaction.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Se envi una declaracin de impuestos, pero el IRS no ha retirado el dinero de la cuenta

Can create labels and birthdays reports. List of all emails is not available, that info will be inside the return.

Q: Can we input a PIN to our computer program prior to receiving approval of our client to submit the return?   A: No, EROs must provide the IRS e-file Signature Authorization Form 8879 to those taxpayers who wish to authorize the ERO to enter the taxpayer's PIN. The taxpayer must review the return for accuracy and check the appropriate box in Part II to authorize the ERO to enter the PIN.       Q: Can we e-file a return that has a refund of over $10,000?   A: Yes, a return can be e-filed that has a refund over $10,000.00. When taxpayers are entitled to refunds, EROs who function as the return preparer should inform taxpayers that they have several options. Part of a refund may be applied to next year's estimated tax and the rest received as a Direct Deposit or paper check.       Q: Can we e-file a return for someone who has never filed before?   A: Yes, EROs can e-file a return for someone who has never filed before. The IRS e-file Program, however, is limited to tax returns for the current tax year and two previous years.       Q: Can I e-file a return for someone under 16 years old?   A: Yes, EROs can e-file a return for an individual who is under age 16.       Q: Is there still a restriction on using a PIN for a filer under 16 years old?   A: Yes, if the taxpayer is under 16 and a first time filer, the Self-Select PIN method cannot be used. However, the Practitioner PIN method has no age restrictions.       Q: Can a surviving spouse e-file a joint return?   A: IRS e-file Program is now accepting decedent returns. EROs can e-file a joint return on behalf of a surviving spouse. EROs can use both of the electronic signatures, either the Self-Select PIN or Practitioner PIN.       Q: Can a personal rep e-file for a deceased person?   A: Yes, a personal representative can e-file a return on behalf of a deceased person. If the deceased taxpayer is entitled to a refund, the personal representative must be sure to e-file Form 1310. The name and SSN of the personal Representative of Form 1310 must match name line 2 of Forms 1040EZ, 1040A, and 1040 when filing a decedent return.       Q: Can a trust officer e-file for a deceased person?   A: No, a trust officer cannot e-file a return for a deceased person. The IRS e-file Program does not accept returns filed by court-appointed individuals.       Q: Can we e-file Married Filing Separate returns?   A: Yes, EROs can e-file a tax return for taxpayers who are married but filing separate returns from the program       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Preguntas frecuentes sobre el nuevo Electronic Return Originator (ERO)

Login as Admin. Click Tools Utilities/Setup Assistant. Click File Return Explorer. In the Look In field, select the user name of the preparer having the issue. In File Options, select Tax Form Defaults. If you see a file X000000.000 listed, complete the rest of the steps. Replace X with the year of SureFire. Select Delete Files in the Action field. Ensure the file is selected by clicking on it in the File List. Click Delete.         Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Nuevas declaraciones que no muestran los cambios realizados en Tax Form Defaults antes de iniciar la declaracin en SureFire.

A Filter Criteria window should open after this message appears, allowing you to select what types of files you want to display in the Select Acknowledgement Files window (IRS Files, State Files, Printed Files, Email files, EFC Rejects, Bank Files). Check the options here to show the types of Acks you want listed.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "528 - No Acks match the selection criteria you have entered."" en SureFire "

On the Reports menu, select Acknowledgements. Once a dialog box appears, stating No acks match the selection criteria you have entered, click OK and you should see a Filter Criteria box; make sure all appropriate boxes are checked.   If some acks show up in the list, but not others, click the Filter button in the Acknowledgement window to check the filter.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:No hay acknowledgements para imprimir despus de la descarga

If you still cannot see your printer, you may need to delete some *.dll files.   To delete these files   Close any open internet browser windows. Right-click the Windows Start button (or Windows logo in the bottom left corner), and then click Explore or Open Windows Explorer. Navigate to theC:\Windows\Downloaded program files folder. Right-click the ocpCheckrenderer.dll file, and then click Delete. Click Yes to confirm the deletion. Repeat steps 4 and 5 for the printer information.dll file.       Once these files are deleted, open your internet browser, return to the OCP Web page, and reinstall the ActiveX controls when prompted.   Note: If you do not see the yellow information bar, pressing ALT+N puts the focus on this bar.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:No hay impresoras disponibles al configurar la impresora para Online Check Printing

This can occur when you logged in to a package of SureFire that does not have any associated reports.   You must be in the package to which you want the report to refer, such as the 1040 package for reports on 1040 return information.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:"No Reports are Available"" al seleccionar Lista de informes "

SureFire will automatically assume that the Net Operating Loss (NOL) is being carried forward unless you complete the carryback information on Form 1045.Click Add Form/Display List, select the Election Explanation form. Go to this form and press F1 for a cut-and-paste election statement or type in your own.This form is included in e-files, but if you are mailing your client's return, attach the statement to the paper return.

Requirements for Accuracy In order to get an accurate Non-Returning Client Log you must follow the steps below.   Before you start preparing live tax returns for this tax season you must run Carry Forward Prior Year Data from the Tools menu on all your returns.   This procedure creates a "J file" for each tax return you carry forward. The "J file" contains the data carried forward and is stored in the UTSXX\Proforma sub-directory. "J files" get their name from the fact that the first character of the file name is the letter J.   When you started each new return for a prior year client, you must choose to load the prior year data into the new return.   When you load the prior year data, the letter J in the file name is changed to the letter X. SureFire assumes that files beginning with the letter X represent clients who have come back to you for tax preparation. Files beginning with the letter J represent clients who have not yet come back and are, therefore, non-returning clients.   When you run the Non-Returning Client Log or Non-Returning Client Mailing Labels, SureFire scans the UTS12\Proforma sub-directory for files starting with the letter J. SureFire ignores files that start with the letter X, because they represent clients for whom you have already started a return. From the "J files" SureFire pulls the client names, addresses, phone numbers, and other information used in the Non-Returning Client Log or Non-Returning Client Mailing Labels.   Printing the Non-Returning Client Log   To print the Non-Returning Client Log, use the following steps:   Open the Reports menu, point to Non-Returning Clients, then select Non-Returning Client Log.                                                           Select the Non-returning Client List report and click OK. On the Report Criteria window, select the desired options. Some options will be disabled. Click OK to preview the list. To print on paper, click the Print icon at the top of the Print Preview window                          

Requirements for Accuracy   In order to get an accurate Non-Returning Client Log you must follow the steps below.   Before you start preparing live tax returns for this tax season you must run Carry Forward Prior Year Data from the Tools menu on all your returns.   This procedure creates a "J file"" for each tax return you carry forward. The ""J file"" contains the data carried forward and is stored in the UTS15\Proforma sub-directory. ""J files"" get their name from the fact that the first character of the file name is the letter J. When you started each new return for a prior year client

If you have a gray padlock showing in your Send Returns window next to a state return, this is an intended feature. This is to ensure that there are no mix-ups during transmission and that the state doesn't go before the Federal.  This padlock can be unlocked by sending the Federal return first, and letting that get accepted. Then, the padlock will go away and the State return will be ready for sending.

You will see this icon most often when sending a return that include both the Federal and the State return. There are a lot of states that require that the Federal return be in Accepted status before the State return is allowed to be e-filed. This is signified by the padlock symbol in the Send Returns window.   When you receive the Accepted acknowledgment from the IRS for your Federal return, the padlock symbol will disappear, and the State return will be sendable.                                    

This can occur when the Return Type is marked as Paper on the Main Information Sheet. To solve the problem, open the return and change the Type of Return to E-file ONLY, and then re-create and transmit the e-file.  

Customer needs to update and validate the new EFIN with the new Registration Code on the Setup Assistant. Then refresh the Partner Verification data.

Go to SureFire and Click on HelpAbout Versionshould be35.01 or higher Verify windows system date and time Set Automatically is set to On even if it appears as the time is correct Right click the clock in the task bar Select adjust date time Make sure Set Automatically is On if Off turn it to On. Note it can sometimes take a few minutes to set/update Re-launch SureFire and navigate to ToolsUtilities/Setup Assistant Setup Setup Assistant Partner Verification Select Refresh Note if you select Details you should see all steps as connected successfully. You should see Partner Verification updated successfully:     If Partner Verification is still not updated navigate to C:\UTS20\Control Find ClientConnect.XML and rename to ClientConnect.XML.OLD. Re-open SureFire and re-download Partner Verification (Steps d-f from #2)   If you are still experiencing Partner Verification download issues after all three above are completed/confirmed, please contact customer support.

Verify that a valid card is the default payment method on the account via My Account

This issue happens typically for only two possible reasons. Either you had marked on the Main Information Sheet a state that hasn't been released yet and hit "yes" to try and purchase it, or your software isn't registered correctly. First, log in under the ADMIN username go to TOOLS > Utility/Setup Options > Setup > Setup Assistant and see if your EFIN and registration code is listed.  If it's not filled in, then fill it in. If your EFIN information is listed, then the only other possibility is you have accidentally entered a Full/Part/Non-Resident state on the Main Information Sheet without having the updates.

A Restore from Disk is when you take returns or information you've previously stored using the Backup to Disk tool from the same or another computer and load them on another computer. This is typically done using an external device like a flash drive or portable hard drive. You can find this option if you sign into your SureFire software as an Admin, then find Tools at the top and hover over Restore from Disk. You will have a few options to choose from depending on what kind of backup you created. After you click on which Backup you will be restoring, you will see a window that will ask you which returns you'd like to restore, also giving you the option of restoring all at once. This process may take some time depending on the volume of returns you are restoring. Once finished, a report will display, showing all that was restored.

To place a watermark on a form: After logging into the program go to Tools Select Utilities/Setup Assistant Click Setup Go to View/Edit print packets In the left-hand corner select the print packet you are wanting to edit, for example; file copy or taxpayer federal copy. Note: you cannot insert a watermark on signature copy, organizer packet or copies to be mailed.    Under Watermark options, check the checkbox next to Print watermark If you want the watermark to say anything besides "FILE COPY" also check the checkbox next to Custom Watermark and insert your desired text next to Watermark Text Click save   Watermark will now appear on all forms under the chosen print packet.

This error does not affect the return. SureFire is required to use a third party DLL file to print the 5500. This print process is significantly slower than the SureFire print process. The error seems to be most prevalent when the user exits SureFire too quickly after printing the 5500.  

This error does not affect the return.   SureFire is required to use a third party DLL file to print the 5500.   This print process is significantly slower than the SureFire print process.   The error seems to be most prevalent when the user exits SureFire too quickly after printing the 5500.         Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Posible error despus de imprimir una declaracin de impuestos 5500 Employee Benefit Plan usando SureFire

Pre-Acknowledgement loans will be available starting the beginning of January.

This can occur when you are missing the INVOICE.H3 file. Contact customer service to have the file put in your mailbox.

In the return, locate the Client Letter in the tree view on the left, and then right-click the Client Letter. In the shortcut menu that appears, select Print This Form. When the Print dialog box appears, click Print.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Imprimir la carta del cliente (Cliente Letter) solamente

This occurs because we changed the default from Global to Print Job to help prevent users from inadvertently creating or modifying the print packets that were set up for them.   If you want to change this behavior, the first time you choose your print packets, choose the Global option under Save Options. If you only have print packets in the Admin user, you need to do this from the Admin user name. If you have print packets set up for each user, you need to do this the first time you print a return for that user.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Los Paquetes de impresin (Print Packets) imprimen por defecto el File Copy (Copia del archivo).

For example, you might log in with the ADMIN profile and then open a return located in the Guest user name. The Guest user name only has a File.PFL file located in it. You print the return without selecting Global in the Print dialog box. Every PFL file under ADMIN is now deleted except for File.PFL.       To resolve:   Remove all .PFL files from all users other than Admin. If you need new .PFLfiles for the Admin usera fresh copy can be located in UTSXX/PacketFiles.     Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Paquetes de Imprimir no estan para Admin al imprimir declaraciones de impuestos con otros usuarios en SureFire

To solve this problem, you need to change the DPI Setting in Windows to Normal. To change the Windows DPI Setting to Normal   Right-click in an empty area of your Desktop, and then select Properties On the Settings tab, click Advanced Change the DPI Setting at the top of this dialog box to Normal size (96 DPI) Click OK in the Advanced Settings dialog box, and then click OK to close the Properties dialog box.

To solve this problem, you need to change the DPI Setting in Windows to Normal.   To change the Windows DPI Setting to Normal   Right-click in an empty area of your Desktop, and then select Personalize. Select Display from the lower left menu. Click Set Custom text size (DPI) from top left menu. On the Scale to this percentage of normal size, select 100% from the drop down menu. Restart your computer for the changes to take effect.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:La ventana "Print Preview"" se muestra en blanco en SureFire "

This can occur when SureFire was installed when a virus scanner was running. To resolve this problem, reinstall the program with the virus scanner disabled. Once SureFire is reinstalled, be sure to re-enable your virus software.

When this has been observed with the HP LaserJet driver, the problem was resolved by changing the printer driver. Changing the driver to an HP LaserJet latest driver should work well.   "Adding" a new driver printer to the system (through the Add Printer wizard), devoted solely to SureFire, will allow you to continue to use the print driver as it is in other applications.  

This can occur when your printer is set to use a Windows driver instead of a PCL driver. To correct the problem, follow the steps below. To change your printer driver:   Click the Windows Start button, point to Settings, and then click Control Panel. In the Control Panel window, double-click Printers and Faxes. Right-click the appropriate printer, and then select Properties. Click the Advanced tab, and then click New Driver. In the Add Printer Driver Wizard window, click Next. In the Manufacturer list, select HP, and then select a driver in the Printer list that matches your printer name, or else any driver ending with PCL6. Click Next, and then click Finish. In the Driver drop-down list, select the driver you just installed, click Apply, and then click OK.   You should no longer have this problem printing Form 706 returns. If the problem persists, contact Customer Support at 866-641-WISE (9473).  

To solve this problem   On the File menu, click Printer Setup Select the PCL: Use this method if you are experiencing printer problems option, and then click Finish Print from the Print Preview window.  

Brother MFC 4450 Should work with Windows Print Method selected in Sure-Fire printer setup.   Okidata Okipage 6E   Open the Status Monitor (the Okidata software that came with the printer). Select the Preferences or Printer menu (whichever is listed).   On the Layout tab, change Emulation from Hy-Per-Windows to HP LaserJet 4.   Note: If you are having trouble with an Okipage 6E in XP, see this page on the Okidata support site: http://my.okidata.com/idocs2.nsf/(IDoc+ID+Lookup)/OKI2896?opendocument Okidata Okipage 8W   Should work with Windows Print Method selected in Sure-Fire printer setup.   Okidata Okipage 10E   Open the Status Monitor (the Okidata software that came with the printer). On the Printer Setup tab, select the Printer menu. On the Layout tab, make sure Emulation is set to HP LaserJet 6.   Note: If you are having trouble with an Okipage 10E in XP, see this page on the Okidata support site: http://my.okidata.com/idocs2.nsf/(IDoc+ID+Lookup)/OKI2896?opendocument Okidata Okipage 10EX   Open the Status Monitor. On the Controls tab, select the Emulation tab. Select PCL.   At the Control Panel for the printer, take the printer offline. Select the Level 1 menu, and then click the Personality tab. Click Emulation, and then select HP PCL6.   Xerox WorkCentre XD100 Select Windows Print Method in SureFire printer setup Xerox Docuprint 12P Emulates the HP LaserJet IIP. Try LaserJet II or IIP driver  

Note: Blank copies of scannable state forms can not be printed in this way since they are intended only for computer-generated tax returns. Scannable forms completed by hand or with a typewriter are NOT acceptable for paper filing.   To print blank forms, use the following steps:   Open the File menu, point to Print and click Print Blank Forms. Select the package for which you want to print forms from the Package drop-down list. Click the desired form(s) under Available Forms and click the Add button. Click Print to print the forms.       To Add Blank Forms to Be Printed   Select the tax package containing the blank forms you want to print. Click the plus sign to expand the list of forms. When the list is expanded, a minus box appears to the left of the list. Select one or more forms from the Available Forms box that you want to print. Click Add to move these to the Forms to be Printed box. You can also double-click the form name to move the form to the Forms to be Printed box. To select a form, click it. To select multiple forms, hold down the Ctrl key while you click. Select the number of copies you want to print. Use the up and down arrows in the Copies box. The default number of copies to print is one. Click Print to print the forms.       To Remove Forms from Forms to be Printed   Select the forms(s) that are not to be included in the Forms to be Printed box and click Remove. You can also double-click the form name. This action moves the selected form to the Available Forms box. Click Remove All to remove all forms from the Forms to be Printed box. This action moves all of the forms to the Available Forms box.       To Preview Blank Forms   Print Preview is an excellent way to preview tax returns before you print a hard copy. Preview displays the forms on-screen first. You may then print from the Print Preview window. From the Print Preview window you can print forms that are           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Imprimiendo formas en blanco.

This can occur when you have a different printer selected as your default.   To set your printer as the default printer On the File menu of SureFire, click Printer Setup. Under Default Printers,make sure you have your printer selected for each of the drop-down boxes labeled Returns, Reports, Checks, and Labels. Click Save and Close. Try printing again.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cuando imprime en SureFire las letras imprimen muy pequeas.

In order to run mailing labels, you must have a database entry. SureFire does not create a database entry until you create the actual return. To do this, you can either pull up your prior-year SureFire program and run mailing labels out of it, or you can run the mailing labels report from the Non-Returning Client Log. To do the latter, you first run Prior Year Carryforward. Before beginning any returns, run the Non-returning Client Log option from the Database menu in the current year's software, and then select the Mailing labels option.

In order to run mailing labels, you must have a database entry. SureFire does not create a database entry until you create the actual return.   To do this, you can either pull up your prior-year SureFire program and run mailing labels out of it, or you can run the mailing labels report from the . To do the latter, you first run Prior Year Carry forward. Before beginning any returns, run the Non-returning Client Log option from theReports menu in the current year's software, and then select the Mailing labels option.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Impresin de etiquetas para clientes (Mailing Labels) del ao anterior

If the SureFire Network setup option is selected, each computer (workstation) running SureFire on a network will have its own setup file, named SETUP.workstation;(e.g. SETUP.101), in the UTS directory. This file will contain the defaults for each workstation, so each may use a different default printer. This is based on workstation number, not user name, however, so a preparer logging into a different workstation will be using the printer defaults for that workstation rather than the defaults from their own "home"" workstation.   For example:   Workstation 101 set up to print to an HP LaserJet 4L. Workstation 102 set up to print to a Xerox Docuprint P12. User 1 logging into SureFire on workstation 101 will be using the HP LaserJet 4L. User 1 logging into SureFire on workstation 102 will be using the Xerox printer.       Note: The user's initial forms

How do I get prior year registration codes if the software asks me for them?You will want to use the following EFIN and registration information for each tax year that you don't have a registration code listed on your account.  Since you can't e-file any of the previous years (since IRS only allows current 3 year's for e-filing) then you can just use the information listed below to be able to paper file those prior year returns. Use the EFIN 070743 for each year's registration code listed below. This 'unlocks' Sure-Fire so that all functions and packages are available. Using these EFIN and registration code combinations will disable e-filing capabilities and will not be able to import backups from your regular EFIN if you have never registered TaxWise using that EFIN in the past. Enter this EFIN in the Setup Options (or Setup Assistant) window. Then register Sure-Fire with the code that corresponds to the release year. Note: If the software asks for a Key Code, enter TWYY (where YY is the year of the software). Year Registration Code 2004 DHBNAHNF 2005 MUOKNUKS 2006 KKEKPMIM 2007 2222-22JN-Q4M8-XT24-7XKV or QQF4-2223-QAM8-EB22-PF2C 2008 CSXA-CAAB-YAVG-JBAA-HAN8 2009 UUK9-7778-UEPC-JF77-VRC2 2010 PPRG-EEEV-PEV8-ZFEE-9272 2011 ACCC-CCCC-PCT7-ZACC-Q696 2012 WWWW-WWWW-4WQD-2MWW-XXCZ 2013 WVVV-VVVV-2VI8-LWVV-OVLG  2014 TNNN-NNNN-GNAI-5TNN-OH8H 2015 MMMM-MMSZ-382J-QFMV-GIBW  

How can I get access to prior year tax software versions?? We offer pre-installed module versions by purchasing our "Archive" license from us which is $249.  This would include all years back to 2008 with all states/updates preloaded.  These all have been 100% tested on Windows 10 machine to be working from our Archive Version.  However, we only provide limited support for the Archive version (because of operating system restrictions). To order this option, simply give us a call into our sales department and say you want to purchase the Archive Prior Year software option we offer. Do you have free options instead of the $249 option?? If you do not want our Archive version, you can get the prior years for 100% free by manually downloading everything. You will need to log into your http://support.taxwise.com account directly and go under Download > Taxwise Software, then to download your updates you will need to go under Download > Program Updates AND Download > Module Updates. We do not provide any support at all for the manually downloaded version of Taxwise.

Delete password.XX where XX is the tax year and replace it with a blank file named password.XX (you can create a text document and just rename it, making sure to rename the file extension).  Some years you also have to get the sstorage file and do the same.  I’d try doing just the password file first and if it doesn’t let you in, then do sstorage as well. Keep in mind that when you do this you usually have to recreate all users.

If a User is showing forms set to "Private Forms" and they can't add forms like normal, it's because they don't have access to those private form lists.  To unlock a user do the following:   Click on Tools > Lock/Unlock Private Forms List Take the user to the side that is needed (lock vs. unlocked) Click Ok and Closeout of the return and go back in The user can now view forms (unlocked) or can't view forms (locked)                                                      

To print acknowledgements immediately after the communications session: Click Communications Get Mail, Acks, Updates. Select the acknowledgements you want to print. Note: To quickly select all acknowledgements, press Ctrl+A then press Space. Click OK. Click Details to print the acknowledgements.       To print an acknowledgement at a later time: Click Reports Acknowledgements. Any acknowledgement that has not been printed shows the word False. Select the acknowledgements you want to print. Click OK to print those acknowledgments.   Note: If all acknowledgements have been printed, you will receive a message stating that no acknowledgements exist for the selected criteria. To reprint acknowledgements, use the following instructions.     To reprint acknowledgements: Click Reports Acknowledgements. Click OK to show the Filter Criteria dialog box. Select Printed Files. Click OK. You will see a list of all printed acknowledgements. Select the acknowledgements you want print. Click OK. Click Details to reprint the acknowledgments.   If you want the program to show only acknowledgements that have not been printed, follow the steps below.     To show only unprinted acknowledgements: Click Reports Acknowledgements. Click Filter. In the Filter Criteria dialog box, clear the Printed Files check box, and then click OK. Click Cancel.       To set up automatic retrieval of acknowledgements: Log in as the Admin user. On the Tools menu, click Schedule Auto Events. Select Enable Auto Get Acks. Select the workstation and time interval. Click Save. Close and reopen SureFire for the changes to take effect.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Procesamiento e impresin de acknowledgements

When you run the Prior Year Carry Forward (PYCF)in SureFire, the prior year's SureFire returns are accessed and you then select which returns to carry forward. These returns are loaded as PRF files in the PROFORMA folder inside your SureFire program folder.   The carry forwardprocess also populates the database for your Non-Returning Client List (NRCL). The NRCL, found on the Reports menu, provides mailing labels and a list of returns you have carried forward but not yet started in the current tax year. If you carry forward a return after you have already started it and do not create a new return loading the PYCF data, it will appear on your Non-Returning Client List. Avoid carrying forward returns that you do not intend to delete and start over.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Archivos PROFORMA y Avance del ao anterior (Prior Year Carry Forward)

To resolve this problem, you need to run Setup.exe as described below.   Note: If you are not the Administrator on your computer, you need to first turn off User Account Control in Windows. For information and instructions on doing this, see the Microsoft Web site.   To run Setup.exe Right click the Start button, and then click Explore. Navigate to the X:\UTSxx\Updates folder (where X: is the drive on which SureFire is installed, and xx corresponds to the tax year of your program), and double-click the Setup.exe file. In the Updated dialog box, which now shows the correct version number for the update you had downloaded and installed, click OK.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:El programa no se actualiza-SureFire

Go to the Schedule B, line 5a and link (F9) to the Additional Dividend Statement. Enter the qualified dividends in the appropriate column of this statement. See the F1 help for this form for more information.

Quick Search To Find and Open a Return Search by Full SSN or EIN   To search by a full Social Security number or Employer Identification number, use the following steps:   Press Ctrl+Q to open Search/Query for Taxpayer. Enter the taxpayer SSN or EIN. Click Search or press Enter. The Query Results window for the tax return will open immediately. If the Edit Return button is enabled on the Query Results window, you can click it to open the return.   If you are logged in as the user who owns the return, the return will open. If the return is located in another user's directory you will be prompted to change to that user name. If the user name you are changing to is password protected you must know and enter the password. When you click OK on the Change User window, the return will open.   Search by Partial SSN or EIN   If you enter a partial SSN or EIN and follow the same steps given above, a list of returns matching the criteria will appear in the bottom part of the Search for Taxpayer window. Double-click the desired return to open it. If another user owns the return you will be prompted to change to that user name first.   Search by Taxpayer Last Name (1040 Returns Only)   To search by a taxpayer's last name, use the following steps:   Press Ctrl+Q to open Search/Query for Taxpayer. Enter all or part of the taxpayer last name in the Taxpayer's Last Name box. Click Search or press Enter. If there is only one return with that taxpayer last name and you are logged in as the user who owns the return, the Query Results window for the tax return will open immediately. If there is more than one return that meets the criteria a list of returns matching the last name or partial last name will be shown in the box at the bottom of the window. Double-click the desired taxpayer. If the Edit Return button is enabled on the Query Results window, you can click it to open the return.   If you are logged in as the user who owns the return, the return will open. If the return is located in another user's directory you will be prompted to change to that user name. If the user name you are changing to is password protected you must know and enter the password. When you click OK on the Change User window, the return will open.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Bsqueda rpida para encontrar y abrir una declaracin de impuestos

Below are circumstances that can cause this error:    The 000000i.chk file may have been deleted from the directory. Either replace it in the UTSxx (where xx is the tax year of your program) directory or reinstall the software to restore this file.    An e-file/RAL acknowledgment may have been improperly renamed. Check the ACK and RAL directories for acknowledgements not named according to the 8.3 naming convention (eight characters-period-three characters) and rename them correctly.    Alternately, using the Wide List in the Print Acknowledgement window will allow you to see and print even improperly named acks. You must change Wide Form=0 to Wide Form=1 under the Acknowledgement Options heading in setup. to change to the Wide List, as the Range Check Error prevents you from seeing this option in the Print Acknowledgement window.    There may have been a PDF attached to the return, but the attachment was either moved or renamed before the e-file was transmitted. To solve this problem, rename the attachment to the original name; move it back to the original location; or remove the attachment altogether.    The filename and EIN in the return may not match if you are using the EIN to name the file. You can locate the problem return by erasing all e-files, opening each return, re-creating the e-file for it, and then attempting to transmit each one until you encounter this error message.

To resolve the error, you need to delete the .PFL files. To delete the .PFL files Log into Sure-Fire as the Admin user. On the Tools menu, select Utilities/Setup Assistant. Click File, and then select Return Explorer. In the Show drop-down box, select Packet Form Lists. In the Action drop-down box, select Delete Files. Click Select All, and then click Delete. Click Yes in the Confirm dialog box, and then click OK.   These files will automatically be re-created the next time you edit the print packets.

To uninstall a module: Click Tools Utilities/Setup Assistant. In the Utility window, click Tools Uninstall Modules. A window will appear listing the federal, state, and bank modules currently installed on your system. Select the package(s) you wish to uninstall. Click OK. A message will tell you when the process is complete.   To download a module: Go to the SureFire Solution Center website. Log in with your Client ID, User Name, and Password. Click the Downloads dropdown. Click on Program Updates. Download the module (1065, 1040, etc in question).

"Could not Flush record"" while opening or editing returns in SureFire. Close the SureFire program. If you have a network install

The IRS allows 5 days to retransmit returns that were sent prior to the due date, butwere rejected. If the filing deadline is April 15th, then you would have until April 20th to correct a return that wassubmittedbefore the deadline,but then rejected. This 5-day perfection period also applies in years where the filing deadline has been changed from April 15th.   If the taxpayer chooses not to have the electronic portion of the return corrected and transmitted to the IRS or if it cannot be accepted for processing by the IRS, the taxpayer must file a paper return. In order to be filed timely, the paper return must be filed by the later of the due date of the return orten calendar days after the IRS gives notification that the electronic portion of the return is rejected or that it cannot be accepted for processing. The paper return should include an explanation of why the return is being filed after the due date.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazos el da de la fecha lmite

It’s common that a dependent may need to be removed from a return, be it from them filing their own return, or already being claimed. Whatever the case may be, it’s a little more than just deleting their information. If you need to remove a dependent’s information you will need to… Delete their information from the Main Information Right-click on one of the empty fields in the removed dependent’s section and select Delete Row. This ensures that when sending the return via e-File, it does not reject due to missing dependent information.

In some cases, some fields should be empty despite the program marking it as missing important information.  What you can do is highlight the field and hit the F3 key on your keyboard, or right-click the field and select Estimate from the menu.      This will "estimate" the line and remove it as a field missing required information.  

Simply right click on the form that you wish to remove in the Forms Tree and select Remove Form. You will then be shown a message stating which form (along with the associated pages) will be removed. If you are unable to remove forms from a return, there could be a couple reasons: The return was started/has gone through the interview process and the Interview form is present stating that the form is required. The form that is attempting to be deleted is required by another form/field elsewhere in the return.  

SureFire uses line C for any royalty income from K-1 P/S (partner/shareholder) Worksheets. The form displays the words "FROM K-1" in the Address field when there is royalty income coming from one or more K-1 P/S Worksheets.                             If the client has K-1s, fill in a K-1 worksheet for each before completing Schedule E. If the client does not have K-1 income, you can use this line for a third property. However, you cannot link to Rental Worksheet for this line.

Yes. On reporting the Employer Health Ins, it is to be reported in Box 12 with a code of DD. We added this with our 2011 End of Year update. We added the amount in the W2 Box 12/14 Info found on the Taxes tab of the employee to have it included on the W2. Setup the deduction with the DD code in the Tax Reporting setup. Make sure to add the deduction to the employee. Steps to setup the deduction:   Go to the Payroll or ATF Payroll Menu --> Deductions -->New Deduction Check the Employer Contribution box Click on the Calculation tab Click the Tax Reporting box In the W2 Box select 12 - Miscellaneous From the Box 12 Code select DD-ER Health Cvrg Click Ok, Click Ok, Click Close  

This may result from running an older version of a report that has been updated. Make sure you are running the most recent version of SureFire.   This could also result from database records with empty Created date fields. The report filter will omit these returns if the Date filter criteria is set to Created. You can try running the report with the Date report criteria field changed to something like Edited or Accepted to see if the correct totals show.   Finally, database information could simply be missing. To resolve this problem, re-process your acknowledgements and then run the DBRepair.exe file with the Populate DB from Returns option checked.   To restore database information   Re-process your acknowledgements by selecting the Communications menu, and then clicking Get Acks, Mail and Updates. When the process is complete, click Close in the Electronic Filing Center dialog box. Close SureFire. Right-click the Start button, and then click Open Windows Explorer. Navigate to the X:\UTSXX (where X: corresponds to the drive where SureFire is installed, and XX corresponds to the tax year of your program) directory, and then double-click the DBRepair.exe file. In the DB Repair window, select the Populate DB from Returns check box. Click Start repair. When the repair process is complete. close the DB Repair window.       Open SureFire and confirm that the problem has been resolved. If not, contact Customer Service at 866-641-9473.

Reprinting The check initially printed was damaged or was not printed correctly. You have possession of the original check. In this scenario, you can Reprint the check, write Void on the original check, and then return the voided check to the bank. SureFire allows you to print a check as many times as you need, provided you answer the on-screen questions correctly. (The first time you print a check, you are asked "Are there any checks in this session to void?" If you keep answering "Yes" to this question and highlighting the SSN, you will be able to keep printing over and over.) If you indicate that there are no checks to void, you are prompted to send that check print data back to CCH. At this point, you would go to REPRINT CHECKS to print another check. You can reprint the check as many times as you need, provided you answer the question correctly about voiding. In order to reprint a check, you must have possession of the original check. If you do not, follow the bank's procedure to reissue the check instead of reprinting it. This is also the procedure to follow if a check is lost, mislaid, stolen, destroyed, or misappropriated. To reprint a check, you need the SSN and the authorization number (which can be obtained by pressing F7 while the return is open), and then clicking the Checks tab. You also need the original check amount and check number. When all the information has been gathered, select Reprint Checks from the Bank menu in SureFire, and then follow the screen prompts.

To reset your e-signature password, do the following: Clear your browser history. Log into SureFire as Admin. Go to Tools> e-Signature > e-Signature Document Center Home. Select the desired account. Click Next. Under the Signature Password field, click the forgot password  Verify your user name is correct, then click Continue for new Password/Pin. Click Continue on the Credential Recovery window. Click Close this Window on the Email Authorization window. Close the browser. Click the password reset link provided in the e-Signature Password Recovery Authorization email. Click Continue for new Password/Pin. Enter your new password. Enter the new password again to confirm. Click Continue. A Password/Pin has been successfully changed message will display. Close your browser. You can now log in to your e-signature account with the new password.Notes: The link to reset your password/pin is only valid for 15 minutes. Verify the correct account is displaying before clicking next to enter your password. This applies to all years of the SureFire software enabled with E-Signature.

If the right forms are not printing... ...You need to verify the Print Packet setup. To verify Print Packet setup   On the Tools menu, select Utilities/Setup Options, point to Setup and then select View/Edit Print Packets. Make sure the print packet lists the form you want to print with the correct number of copies. If the print packet is correct, but you are still not getting the desired output, try Print Completed Forms. If Print Completed Forms is already checked, de-select it, remove all selected forms and set up the forms from the defaults.   If nothing is printing at all, or the output on the page looks strange... ...Make sure the correct printers are selected in Setup Options and try PCL printing To make sure the correct printers are selected   On the Tools menu, select Utilities/Setup Options, point to Setup and then select Setup Options. On the Printer Setup tab, make sure the correct printer is selected next to Returns, Reports; Check Printing; and Label Printing. Switch from Windows: Standard for the most common printers to PCL: Use this if you are experiencing printer problems. Select Save as Workstation Defaults, click Next, and then Finish. If the problem persists, go back and click the box below PCL for Autoload soft fonts each time a tax return is sent to the printer. If the problem persists, try Classic Print. If this does not work, proceed to check printer settings outside of SureFire. For example, there may be multiple versions of the same printer, and the correct one is not selected.   Printing Checks   Make sure the printer driver is up to date and the PCL version. If the printer is on a network, then make sure it is set up as a local printer using a custom-defined Standard TCP/IP port (see below) using a PCL driver, printer-specific if possible. If the customer you are using Online Check Printing, make sure you are using a 32-bit version of Internet Explorer and that "https://taxwise.com" is included in the Trusted Sites zone of your IE Internet Options. The security level for this zone should be Medium or below.   General printer troubleshooting outside CCH SFS products   Update the driver or add a second copy of the printer for troubleshooting In Windows 7 or Vista, make sure your printer is supported. Many older printers were not given updated drivers for these later versions of Windows. If you are unsure if the driver is PCL, check the manufacturer's Web site for PCL or PCL compatible drivers (we have included certain major-manufacturer Web sites at the bottom of this document, for your convenience). Note: Dell refers to its PCL-compatible drivers as XL and its post-script-compatible drivers as XPS.     Try finding the most up-to-date driver for the printer at the manufacturer's Web site. Add a second copy of the printer with the new driver. If it works, switch the driver on the original printer to the new one.     To change the Printer Properties   Right-click the printer and select Printer Properties. On the Advanced tab, try changing the spool settings: Spool print documents so program finishes printing faster; Start printing after the last page is spooled; start printing immediately; or Print directly to the printer.     Is the printer on a network? Set it up as a local printer using a custom Standard TCP/IP port To set up a local printer using a custom Standard TCP/IP port   Make sure the port is not an Internet Port (http://xxx.xxx.xxx.xxx). If it is, add a new printer. Select Local Printer attached to this computer, but do NOT select "automatically detect". Select Create a new port, and then choose Standard TCP/IP port. When the Standard TCP/IP Printer Port Wizard comes up, click Next. Enter the IP address of the printer in the Printer Name or IP Address field, and then click Next. Select the printer-specific driver, not a universal driver, and then print a test page.     Selected printer manufacturer support sites   Dell – http://support.dell.com HP – http://www.hp.com/#Support Brother – http://www.brother-usa.com/Support Canon – http://www.usa.canon.com/cusa/support Kodak – http://support.en.kodak.com  

Restoring the Print Packet files is only available once you select Packet Form List Archives in the Show field.   If you have made changes to your print packet and wish to revert back to the prior version, use the following steps:   Login as a user assigned to Admin. Click the Tools menu and Utilities/Setup Options (Utilities/Setup Assistant for SureFire 2014 or newer). SureFire displays the Utility. Click the File menu and Return Explorer. Select the appropriate user name from the Look in: field. Select Packet Form List Archives in the Show field. SureFire displays the backup files in the File List. Select the appropriate file you wish to restore from the File List. Select Restore a File from the Action field. Click the Restore button. Click the Close button to return to the Utility.       Your print packet has now been restored to the previous version.

Caution: Returns restored from backup disks overwrite returns with the same name on your hard drive. Any changes made to a return since the last backup will be lost when you restore an  older copy from your backup device.    To restore backed-up returns:   On the Tools menu, select Restore from Disk. Select the drive and directory of the backup file, and then click OK. Select the user names that contain the backed-up returns. You must highlight the name of each user you want to select. (To select multiple users, hold down CTRL, and then click each file name. To select all users, click Select All. When you have selected the desired users, press ENTER or click OK.  Select the returns to restore. You must highlight select each return you want to restore. To select multiple returns, hold down CTRL and click each file name. To select all returns, click Select All. When you have selected the desired returns, press ENTER or click OK.        

If you have accidentally deleted a return, don't worry, it's not too late! You can get deleted returns back, and it's fairly simple. All you will need to do it go back to the main dashboard and click the "Start A New Return" window. Next, type in the SSN of the return that was deleted, a message should appear stating: "This return was previously deleted - would you like to restore the deleted return?" Click Yes to the message above and the return should open to the state that it was in before it was deleted.

  If you lost all of your data and needed to do an emergency recovery with multiple users and a lot of files this is where you wanna be. Once we have download and transferred the files to you, you will need to go through a few steps to get everything back. You need to download the software and make sure that it is up to date by checking program updates and module updates.Once you do that you want to go ahead and create all of the same users inside of the software.                Now you will close the program and take the folder with the returns in it and put them into the [Guest] folder.    Once you have copied the returns you want to back out to the UTSXX folder. Once here you want to find the dbrepair file.              Once you open the dbrepair you want to check the box for populate DB from returns and then hit start. After this process is complete it will say done and you just want to close this window.                Now you will reopen the program and log in under the Admin. MAKE SURE NOT TO OPEN ANY FILES. On the return list, it will show what user created the file and the name of the file. For this example, I moved the file name and user name columns to the left of the return list.                          Now we want to export the list so that we can easily sore the information. This is especially useful for recoveries that have a lot of returns. Make sure to select the excel spreadsheet before exporting. Then hit the export box by the green checkmark. When you export the file it will save it into the Admin folder. Go into the admin folder and file the file marked ReturnGridExplorerand open that file.                            During the next step, we recommend adding new folders into the guest folder that has the same names as the users you had to create in the software.  Now that you have added those folders into the guest folder, you want to open the other window that has the excel spreadsheet and reference that information to know which file needs to be located in the specific user folder. From here you want to take all of those files you have separated and put them in the actual user folder under the corresponding user.                                    Once you have moved each file into the corresponding folder you can reopen the program and open the files. NOTE - If you go to open the file and its blank, that means you didn't put the return under the correct username that created the return!  

First verify that no user on your network currently has this return open. If they do then this is not an error.   If no one on the network has this return open then see the following steps. To correct this problem, you need to delete the ratstorage.dat file after closing SureFire on all workstations.   To delete the ratstorage.dat file   Close SureFire on all workstations. Navigate to the X:\UTSxx folder. Right-click the ratstorage.dat fileand then select Rename.Then just add .old to the back so it readsratstorage.dat.old Click OK to confirm the Rename.   You will no longer receive this error when opening this return.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "Return locked by another user"" al abrir una declaracion en SureFire "

Make sure no one is working in the program and have the program completely closed on all workstations before following these steps.   Copy all the returns to the user name that created the returns. If you cannot remember the username that created them, place the returns in thefolder requested by the customer, and then skip the following steps and see the next section. Right-click theWindowsStartmenu, and then clickOpen WindowsExplorer. Navigate to theX:\UTSXXfolder (whereX:is the drive on which SureFire is installed, andXXis the tax year of the program), and runDBRepair.Note:SureFire must be closed before running the DBRepair utility. Place a check mark in thePopulate DB from returnscheck box. Click theStart repairbutton. If you do not remember what user folder the returns were in originally: Move all the returns into the folder matching the username the Customer requests. With all the returns in thefolder that the customer requestsclick on the start menu of Windows and typeRun. Open the Run application and type "X:\UTSXX\DBrepair.exe c""Replace the Xs with the relevant drive letter and year numbers respectively. Allow DBRepair C to complete after hitting the Start Repair button. Now all returns will populate and exist under the user name of the folder they were placed in.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

This occurs when a SureFire Install Version location brings forwardyour setup files from SureFire 2012. The Alternative Preparation Solution (SafetyNet) was new for 2012 and the carryforward for the setup file did not take this into consideration. Ifyour IRS site brought forwardthe setup files from 2012, the SafetyNet URL is pointing to the 2012 service instead of the 2013 service.   This will be resolved in the 28.02 program update scheduled to be released the week of January 27th, 2014.   You can also manually edit and change the year in the URL to resolve this issue.   Note: If you have multiple Setup files, you will have to edit each one.   To edit the URL:   Right-click on the SureFire 2013 desktop icon. Click on Properties. Click the Open File Location button (or Find Target for Windows XP users). Locate the Setup.0 file. Right-click on the file. Click on Open With. Choose Notepad and click OK. The Setup.0 file will then open in Notepad. Locate the [Communications] section. Locate the TWO Return Transfer address. Once you locate the address, change the 2012 to 2013 in that address line. Click the "X"" in the top right-hand corner to close the Notepad window. A pop-up window will appear asking if you want to save changes. Click Save. "

Run DBRepair: Right-click theSureFireicon. SelectOpen File Location. Double-clickDBRepair.exe. Selecteach check box in the top half of the window. ClickStart repair.

How do I fix returns that are stuck in EFile Batched status on the Return List screen? If they are marked as eFile Batched more than likely you just fix it by going in the Tax Software and go under Communications > Send Federal/State and hit the button for "unbatched" and send them off 1 by 1... Something caused issue either an anti-virus or internet related issue... If they aren't listed there, you will need to look them up 1 by 1 on the Return Query on the http://support.taxwise.com website and see if they were actually sent, if they were you can click [Rehang] to rehang the acknowledgment to fix your software to update correctly to the latest status.. If they were never sent, or don't show up on the EFC Return Query, you will need to follow instructions in our Knowledgebase for "Fix Pending Ack Error"

Install SureFire program update and modules.   Click on communications Click on Program update Click on communications Click on module updates   Now we can run diagnostics in SureFire

To unlink the state:   Add state forms into the return. Locate the "Do you want to electronically file this return?" section (will appear in red) on the state form. The second line reads Check here if you want to file this return as unlinked; check that box   Run diagnostics, create the e-file for both federal and state returns. When transmitting returns both will be active to send.  

Once all information has been entered, click Next to verify fee information and additional services.   Accepting Payments with iTransact   You receive client payments quickly and easily when you accept credit card payments through the iTransact service. With an iTransact account, you can offer your clients the option of using a credit card as a method of payment. Paying by credit card is convenient for them and profitable for you! Payments are received without the risk of insufficient funds associated with checks.   You must apply with iTransact on the SureFire Solution Center in order to offer this service.   Once you have be approved to offer this service, use the following steps to accept payments:   Note: Make sure your company's iTransact Client ID is entered on the Office Information screen of Setup Assistant.   Click the iTransact link near the bottom of the Price Sheet in the applicable return. SureFire launches the Secure Payment Form in an internet browserwindow. Complete all applicable information on form and click Submit Securely.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Configuracin de iTransact en SureFire

Problem   The Setup Assistant window appears every time SureFire is opened.     Resolution   Log into SureFire as theAdminuser. ClickToolsUtilities/Setup AssistantSetupSetup Assistant. Click on theRegister Softwaretab. Enter your EFIN and press theTab keyon your keyboard. ClickRegister Code. Note: If your Registration Code doesn't populate automatically, enter the code and clickRegister Code. ClickSave and Close. OR: Standalone: Close SureFire Navigateto C:\UTSxx (where xx represents the year of the program that is having the problem) Locate and delete setup.0 Open SureFire and fill out the Setup Assistant Network: Close SureFire Navigateto ?:\UTSxx (where ? is the letter of the mapped network drive) Locate and delete setup.0 and setup.xxx (where xxx is the workstation number of the computer) Open SureFire and fill out the Setup Assistant Make sure to select Save as Workstation Defaults       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:La ventana de Setup assistant se despliega al abrir SureFire.

First, you will need your http://support.taxwise.com log in information.  If you do not have this information, please make sure to log into http://surefiretaxsoftware.com and click SIGNIN After you are on the Dashboard click on Get Help > Request Reset and request a reset for your login information.  Once you do this it will be emailed to you. Now that you have your login information you will want to go to: https://support.taxwise.com/myinformation/PaymentMethods

Deleted ratstorage.dat and rattime.dat

Application failed to open because side by side configuration is incorrect" in SureFire. If you receive this error it indicates that the program executable file (.exe) needs to be replaced.Resolve this error by following the steps below: Open the drive where SureFire is installed. Open the UTS(YY) folder  (where YY is the tax year) Right click on the TWW.exe (Green TW Icon) file and choose Delete. (if the .exe will not delete, reboot the system.) Open the Updates folder. (i.e. C:\UTS(YY)\Updates) Double-click and run Setup.exe.  This will populate a new TWW.exe file.    

This can occur when there is a conflict between Sure-Fire and a particular device driver. For the HP Laserjet 1100, change the printer driver to an HP LaserJet 4L or HP LaserJet 4 driver.   To change your printer driver   Click the Windows Start button, point to Settings, and then click Control Panel. In the Control Panel window, double-click Printers and Faxes. Right-click the appropriate printer, and then select Properties. Click the Advanced tab, and then click New Driver. In the Add Printer Driver Wizard window, click Next. In the Manufacturer list, select HP, and then in the Printer list, select HP LaserJet 4L or HP LaserJet 4. Click Next, and then click Finish. In the Driver drop-down list, select the driver you just installed, click Apply, and then click OK.   If you need to scan, choose Add a printer (select the HP LaserJet 4L or LaserJet 4 driver), then set that printer as the default. You can change back to the original driver quickly by navigating to the Printers folder rather than having to change drivers again.  

or this workstation cannot access the drive on which it is installed. This process cannot continue.""

To resolve this issue, close the open files, and make sure the software is closed on each workstation. If you find it open on any workstation, close the program and try again.   Standalone Installation: If your software is not open on your computer, you can resolve the issue by rebooting the computer, or by manually closing the open files on the computer.   Network Installation: If your software is not open on any workstation, you can resolve the issue by rebooting the server, or by manually closing the open files on the server.

The Solution Center by default is set to show up every time you click the tab in the software called "Solution Center".It is treated as a browser, so if you visit another page on the tab and click the "Home Tab" to go back the software, your Solution Center page will not automatically come back up.To Fix this, simply press the "Home" button located above the browser page.  

The SSN was entered in multiple return files in error. Deleted the bad return files.

Uninstall and reinstall the modules associated with the return in question.

This is a common error seen when accessing returns or function in the Desktop software without having the latest program update. To ensure you are always up to date, please go to COMMUNICATIONS > GET PROGRAM UPDATES. This will start a short download if you are missing any updates. After the update is complete, close and reopen your SureFire program to apply!    

Note: Preparation of business returns requires the installation of the Desktop software with all updates applied! Need to prepare a business return, such as a 1041, 1065, or maybe an 1120? It's just a simple as opening a new 1040 return! In order to get started, please follow the steps below: Sign in to the software as a User that is authorized to start new returns (Guest and all SuperUsers can do this by default)      After signing in, the Select Package window will appear. This is where you will need to select the type of return you want the software to open when starting a return.                                  Now, you will be able to start a return like normal. When starting a return that is a business return, notice the fields have now changed from asking for a SSN to needing the EIN of the business.                                      And that's all there is to it! After entering the EIN and selecting OK, you will be greeted with the needed forms for the return type you are preparing.    

To start a return without a TIN   Make sure you are in the Individual Package. Press CTRL+I, or select Apply for an ITIN from the File menu. Sure-Fire then opens a new return, completing the SSN and entering it as needed in SSN fields.

Some states may require you to input a county or business code when filing the state return with the SureFire Software. Since each state's codes are different, you can use the F1 help options to find the codes for the state needed. When in the return, if you have the field selected that needs the code, you can press F1 on your keyboard and it will open a window with the codes on it, or a link that will take you to them.                                                   You can also get the HELP screen by going to HELP along the toolbar of the program and then selecting HELP (F1.)    

Often, what seems like an incorrect calculation can be corrected by changing entries in other fields used to calculate each amount.All state modules have a help file that offers guidance on proper data entry for each form. To see this help file on the screen, you must have a state form open and then press F1. This solution may be to alter where or what you enter on federal forms to have the information carry over properly to the state return.Also, make sure the state abbreviations are entered appropriately in the State Information section of the Main Information Sheet and Forms W-2 and 1099, and that the asterisk boxes next to the state abbreviations are used properly.

This may be due to the entries on certain lines of the state form, or the linked Federal form. The help file for each state form offers instructions on completing most lines. To see this information, open a state form and press F1. This will tell you exactly how to enter items on the Federal return to have them carry properly to the state return. Make sure state abbreviations are correct on the Main Info sheet as well as W-2/1099 and other forms and make sure the asterisk boxes next to the state abbreviations are used properly.

This can occur when you have not entered the correct state abbreviation in the State box on the Main Info sheet, or on the W-2/1099 form itself. To access state help, press F1 on any open state form.

All states have a help file that contains state instructions. To get state instructions, open a state form on your screen and press F1. Pressing F1 will bring up the help file for that particular state. The information in this file will tell you exactly how to enter information on the Federal return to carry correctly to the state return. If there is a particular box to check on a Federal form, such as a 1099-R, or a code that needs to be entered on a W-2 for information to flow over to the state, Sure-Fire help will guide you through that process. Also located in the Sure-Fire help screen on the states, are "Tax Tips" for that state. These will give you helpful information on a form by form basis.  

To find the state instructions you want, open the state form in SureFire, and then press F1. This brings up a Help file that is customized to that state. The information there explains how to enter information on your Federal return to make sure it is correctly carried to your state return. Help files also offer links to the appropriate state Web sites.Within the F1 Help for each state, there is also a section of Tips for each state form. These give SureFire-specific instructions for using each form in the state package.

To solve this problem, you need to remove the state from the Main Information sheet in the return, and close the form. Then, go back and re-add the state.       

The first time you click All Returns, you need to select the Include Returns From All Users check box in the upper right corner to see the returns for all users.

Add the client letter, once it has been added click on letters at the top of the program and them select open letter, Cletter folder will open navigate to the letter

Base Better Best Operating System Windows 10 Windows 10 Windows 11 Processor 2.8 GHz processor Intel core i5 or better and equivalent processors Intel core i7 or better and equivalent processors Memory (RAM) 4 GB 8 GB 8 GB Available Hard Disk Space 3 GB 5 GB 10 GB on solid state drive Computer Monitor (Display) 1024x768 1024x768 or higher 1920x1080 (1080p or 1080i) Internet Browser Google Chrome or Microsoft Edge Google Chrome or Microsoft Edge Google Chrome or Microsoft Edge Printer (Microsoft Windows Compatible) Inkjet (non-W-2/1099 forms); Laser (W-2/1099 forms) Inkjet (non-W-2/1099 forms); Laser (W-2/1099 forms) Laser       What is the difference in Base, Better and Best configurations? Base: SureFire will install and run correctly in this minimal configuration, but performance may not be suitable for some users. Better: Enhances performance and application response times to meet the needs of most SureFire users. Best: Recommended for optimum performance, especially for users who prepare complex returns or large numbers of returns.   Operating Systems Windows 8.1 will no longer be supported by SureFire. Microsoft will end support on Jan. 10, 2023, so Windows 8.1 will no longer receive vital security updates after this date.   Can SureFire be installed on network attached storage (NAS) devices? Due to performance and stability issues with some NAS devices, we do not support the installation of SureFire on these devices.   Browser Support Microsoft Edge Google Chrome   *This product uses .NET Framework 4.8

Fix the broken entry: Uninstall SureFire on the affected computer. Map a network drive on the affected computer. Reinstall SureFire from the mapped network drive. Delete the broken shortcut: In cmd prompt (run as Administrator), enter the following commands: cd \ cd users\public\desktop rd /S /Q taxwis~1 For Refunds Today, the file name will be refund~1 instead of taxwis~1 For multiple icons, increase the number at the end.   To find the file names if the taxwis~1 doesn't work, use dir /x to list the files in the directory and then use rd /s /q and then the file name.

1.0 - Adding a Bank to a return       To bring up the bank forms, select Bank Products as the type of return on the Main Information Sheet, then check the appropriate bank. If the bank is installed correctly, the forms will appear in the tree view automatically.       2.0 - Installation   If you are using multiple stand-alone computers (not on a network), you must install this update on all computers using SureFire. If SureFire is on a network, the program must be closed at ALL workstations for the update to be applied correctly.   2.1 - If you downloaded and installed from theSureFire Solution Center   When you ran the executable file the bank was installed, so no additional steps are necessary. The state will be available in SureFire. However, if you have other non-networked computers using SureFire, you must install the bank on those computers also. To do so, first transfer the update to removable media, and then install the update from the removable media. Instructions for transferring and installing are included in this document.       2.2 - If you downloaded from the Electronic Filing Center   After downloading, the bank should have installed to your computer automatically. If the bank did not install automatically, follow the steps below.   To install the bank after downloading   Open SureFire and log in as a user having administrative rights Click Tools, then Utility/Setup Options. Click Tools, then Install Module Updates. A screen listing available bank updates will appear. Click to highlight the bank you want to install. If the bank is listed more than one time, press and hold CTRL as you select each file, which represent updates to the software, and then click OK. When you see the message Module Updates Applied, click OK to go back to the Utility Program.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Instrucciones para la instalacin de la actualizacin bancaria de SureFire

Yes, we will accommodate the allocation of expenses to income for beneficiaries in the 1041 package. In addition, the preparer will have the choice of allowing the program to automatically calculate this by prorating income to expenses or if desired, you can go into the Distribution Worksheet in the 1041 package and press F9 at the top of the form to the Deduction Allocation Worksheet and allocate the expenses in any way you wish.

When opening SureFire in Windows 10 you receive a 221 database error followed by ODBC: Driver does not support this function. To resolve this error: Right-click the SureFire Install Version icon and select Run as administrator. If the issue persists, run the Control Panel Repair utility. If the above instructions do not resolve the issue, SureFire will need to be re-registered with the operating system. You can do this by uninstalling and reinstalling the program.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:SureFire no se abre despus de actualizar a Windows 10.

To resolve this problem, you need to run Setup.exe as described below.   Note: If you are not the Administrator on your computer, you need to first turn off User Account Control in Windows. For information and instructions on doing this, see the Microsoft Web site.   To run Setup.exe   Right-click the Start button, and then click Explore. Navigate to the X:\UTSxx\Updates folder (where X: is the drive on which Sure-Fire is installed, and xx corresponds to the tax year of your program), and double-click the Setup.exe file. In the Updated dialog box, which now shows the correct version number for the update you had downloaded and installed, click OK.

The fix for this issue was include in the last NJ Business module update. Please update module.

Make sure the Software is updated to the latest version. Un-install and re-install module if necessary.

This is a known reported issue that was corrected with State Individual CA Module V4.0 that was released on 02-20-2023   Please update module and create efile.

This can happen when the user has multiple accounts. Signix will disable all accounts except the Admin's. Please make sure to use only one email for E-signature.

Information stored in the EIN database can be carried forward to the next year's software. It can also be imported/exported within the software.   Note: The EIN database cannot be manually edited.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Base de datos en SureFire de EIN

Referred to McAfee Support for further assistance.

This can occur when brackets or parentheses, such as ]}, been deleted from a portion of a letter. For example, if you modified the part of a letter that usually reads, INSERT CORRECT STATE ADDRESS. SEE F1 HELP FOR ADDRESSES]}, make sure not to delete the ]} (or any other brackets or parentheses) from the Edit view.If you are stuck in the Preview mode of the Client Letter and you are unable to edit the letter for this reason, you have two choices:Remove the offending letter, and then modify it again.Add a new letter, and change to the Edit view. Then you can open the offending letter and add the ]} wherever it is missing. You can then remove the new letter and try to print or preview the modified letter again.

This can occur when brackets or parentheses, such as ]}, been deleted from a portion of a letter. For example, if you modified the part of a letter that usually reads, INSERT CORRECT STATE ADDRESS. SEE F1 HELP FOR ADDRESSES]}, make sure not to delete the ]} (or any other brackets or parentheses) from the Edit view.   If you are stuck in the Preview mode of the Client Letter and you are unable to edit the letter for this reason, you have two choices:   Remove the offending letter, and then modify it again. Add a new letter, and change to the Edit view. Then you can open the offending letter and add the ]} wherever it is missing. You can then remove the new letter and try to print or preview the modified letter again.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:SureFire se bloquea al previsualizar o imprimir

Installing or opening SureFire Install Version software for tax year 2018 or prior is not supported on a computer system running Microsoft Windows 11 operating system. Microsoft Windows 11 operating system and the prior years of SureFire Install Version are not compatible, and may encounter a Blue Screen error and have the system shut down or restart. It is advised to install or migrate program years 2018 and prior to a system running Microsoft Windows 10 or older to act as an archive system and allow continued access to these software.

1.) Close SureFire 20YY (YY being the year of the software you are troubleshooting.)   2.) Open Task Manager   3.) In the Background processes area, end any task that has "twwYY.exe"" in the name

With the program opened, Click Viewmenu. Select Use Large Icons.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Los iconos grandes de SureFire han desaparecido.

To resolve this problem: Ensure that SureFire is not opening a window off-screen. Open Task Manager by pressing Ctrl+Shift+Esc. Right-click TWWxx.exe in the Processes list (where xx corresponds to the 2-digit year). Click End task. Close Task Manager. Click the Windows Start icon or Type here to search box on the taskbar. Type Services and press the Enter key. This will open the Services window. If Remote Access Connection Manager is not running, right-click on it and click Start. If Telephony is not running, right-click on it and click Start. Close the Services window and try the communications session again.   Note: By right-clicking each of these services and choosing Properties, the services can be set to start automatically by changing the Startup type to Automatic.   If both of the services above were already running, the HOMEPAGE.XML file in ?:\UTSxx\TWHomepage may be corrupt (where ? is the drive where SureFire is installed). Deleting it should resolve this issue. SureFire will regenerate a new HOMEPAGE.XML when you open the program again.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:SureFire se bloquea despus de la sesin de comunicaciones

This can occur when the program shortcut has been moved or deleted, whether by accident, PC cleanup software, or an antivirus program. A new shortcut can be created from the program executable in the UTSxx folder (where xx is the 2-digit year of SureFire).   See our Knowledge Base solution detailing how to add an icon for SureFire to your desktop.     This can also occur when SureFire is installed on a workstation without using a mapped network drive, such as the Network tab (previously My Network Places) in File Explorer. To correct this problem, you must uninstall SureFire, map a network drive, then reinstall from the mapped network drive.   See our Knowledge Base solutions detailing: How to map a network drive in Windows How to uninstall and reinstall SureFire             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Icono de Acceso Directo al programa SureFire no se muestra despus de la instalacin en una estacin de trabajo (Workstation)

This can occur after a large database update, when the DCR takes longer to generate. Do not force SureFire to close during this process.   This can also occur when a SureFire dialog box has popped up, but it is obstructed by another program window. You can check this by trying to switch over to another program currently running, and then switching back to SureFire.   If SureFire still seems to be frozen when you do this, follow the steps below to determine if SureFire is frozen.       To determine if SureFire is frozen   Right-click the Windows Start button, and then click Explore or Open Windows Explorer. Go to the UTSXX/Transmit folder (where XX is the tax year of your program). Look at the entry in the File Size column for the TXMaster file (where X is the last digit of the tax year). Press F5 to refresh the view. If the file size changes after refreshing, SureFire is still running. Once the file stops growing, the DCR should appear.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:SureFire parece congelado en lugar de mostrar DCR

To place a SureFire shortcut on your desktop: Browse to ?:\UTSxx ?:\ is the drive on which SureFire is installed and xx is the 2-digit year. Locate twwxx.exe Right-click on twwxx.exe and select Send To Desktop (create shortcut). Note: These steps will work for all years of SureFire.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:El icono de acceso directo de SureFire no se encuentra en el Desktop

Problem What is Carry Forward? How do I: How do I carry forward prior year data? How do I copy prior year data into the current year return? How do I carry forward Users Groups, Tax Form Defaults, or other information? Common Error Messages "No User selected. Exiting function."" Choosing all clients when carrying forward gives a bad package error I'm receiving an error message when starting a new return with carry forward information 113: Invalid batch form number when carrying forward prior year data Other Common Issues Questions Is it possible to carry forward prior year state return data in SureFire (Install Version) or SureFire Web Version? Carrying forward a return with more than four dependents does not bring forward the Additional Dependent statement My office information is not carrying forward Schedule E is not carrying forward in a return   Resolution What is Carry Forward? - [Return to Top] Carry Forward Prior Year Data pulls data from last year's return into a file that is readable by the current version of SureFire. When you start a new return for a client

This article addresses the following questions:   What is an EFIN and why do I need one? What is a PTIN and why do I need one? What is a Client ID Number and why do I need one? What is a Registration Code and why do I need one? How do I get a copy of the invoice for my SureFire software? How do I get training for my software purchase? How do I get support for SureFire? Where do I enter 1040 tax data in the return? How do I reset my password? When will the forms I need be released? When can I E-file for my state? How do I get information on Bank Product offerings?   Questions Answers 1.) What is an EFIN and why do I need one? - [Return to Top] Your Electronic Filing Identification Number (EFIN) is provided by IRS E-Services and is required to E-file tax returns. Once you have obtained your EFIN, you will need to upload it to the SureFire support site along with a copy of your IRS EFIN letter.   If you already have an EFIN, you will need to upload the EFIN letter youve received from the IRS. Instructions on how to upload the EFIN letter can be found here.   If you dont have an EFIN or the IRS EFIN letter, you will need to obtain one from the IRS. Instructions can be found by visiting the IRS e-Services page or by calling 866-255-0654.   2.) What is a PTIN and why do I need one?- [Return to Top] The Preparer Tax Identification Number (PTIN) is issued by the IRS and is required of all preparers. It is used to keep your preparer account information current and to receive communications from the IRS Return Preparer Office. A PTIN can be applied for and obtained by visiting the IRS PTIN page.   3.) What is a Client ID Number and why do I need one?- [Return to Top] Your Client ID is a number assigned to you by Wolters Kluwer. This Client ID will be used to register your software, gain access to certain sections of the Solution Center and allow you to dial into support. You should receive an email containing your Client ID shortly after purchasing your software.   4.) What is a Registration Code and why do I need one?- [Return to Top] Your Registration Code is issued by SureFire and is required to login to the SureFire support site, login to SureFire Web Version the first time, register your SureFire Install Version software and to reset your Admin password. Shortly after purchasing your SureFire software, you should receive your Registration Code in an email from us.   If you have previously logged into the SureFire support site as an Admin user and have created a password, you can find your Registration Code here.   If you have not received your Registration Code after having purchased SureFire, you will need to have your Client ID on hand and contact our support team at 866-641-9473. Once obtained, please be sure to keep both items in a safe place for future reference.   5.) How do I get a copy of the invoice for my SureFire software?- [Return to Top] To obtain a copy of your invoice, visit the SureFire Support Site. Under Account Services, select Billing Detail and enter a date range to search for your invoices during that time frame.   6.) How do I get training for my software purchase?- [Return to Top] To register for a SureFire training event, visit our Events page and sign up for one of our SureFire training sessions.   For information on how to get started with SureFire, visit the SureFire Getting Started page.   To access a library of informational training videos, visit our Education Library for SureFire Install Version here. SureFire Web Version users can visit the SureFire Web Version Education Library here.   We also have a Knowledge Base found here that you can use to find helpful articles on a variety of topics.   7.) How do I get support for SureFire?- [Return to Top] To get help with your new software, please visit the SureFire Support Site. On the SureFire Support Site, you will find the phone number and hours for support listed as well as a link to live chats. Live chats are also available in Spanish.   Other self-help links on this page include the SureFire Blog, Knowledge Library, Latest News and the Onboarding Libraries. Also, you can always access helpful information directly within the SureFire software under the Help menu which can also be accessed by pressing the F1 key.   If you are having issues navigating the SureFire Support Site, be sure to visit our Knowledge Base. From the SureFire Support Site, select the Knowledge Base link. The Knowledge Base offers many helpful articles such as how to navigate the support site, how to view and change billing methods, where to access COA requests and view invoices.   8.) Where do I enter 1040 tax data in the return?- [Return to Top] Each product comes with a helpful guide that can be found under Program Help. To access these guides, be sure to search for Guide to Entering 1040 Tax Data under the Help tab. This will tell you where to enter information and access various forms within SureFire.   9.) How do I reset my password?- [Return to Top] Only SureFire Install Version administrators can reset passwords. Under the File menu, select Reset Admin Password. You will need your Client ID, EFIN and Registration Code. Once this info is provided, the Admin user account password will be reset to blank. When you log back into SureFire, the system will then ask you to create a new password.   For all other SureFire Install Version users, you will need to contact your companys SureFire administrator to have them reset your password.   SureFire Web Version users can reset their password directly from the SureFire login page. On the login page, select Forgot username or password and follow the prompts to reset your password.   10.) When will the forms I need be released?- [Return to Top] To find out when forms will be released, visit the SureFire Support Site. Under Quick Links, select Forms Release Schedule and select the jurisdiction you need to view the form status.   11.) When can I E-file for my state?- [Return to Top] To find out when you can E-file in your state, visit the SureFire Support Site. Under Quick Links, select Module Delivery and E-file Dates. Enter your login credentials, select your jurisdiction and you will see the estimated and actual release dates as well as estimated and actual E-file release dates.   12.) How do I get information on Bank Product offerings?- [Return to Top] To learn more about our Bank Product partners and programs details, please be sure to visit our Settlement Solutions page for more information.

      Minimum Recommended Optimal Operating System (OS) Windows 7 (w/ all service packs installed) Windows 8.1/10 (w/ all service packs installed) Windows 10 (w/ all service packs installed) Processor (CPU) 1.0GHz processor 2.8 GHz processor Intel Core i5 or AMD Equivalent processor Memory (RAM) 2GB 4GB 6GB+ Disk Space 1GB 3GB 3GB+ on Solid State Drive Display Resolution 1024X768 1280x720 1920x1080 Printer Inkjet with PCL Laser with PCL Laser with PCL Notes: Due to limitations of the OS, Windows Education and Windows S variations are not supported. Microsoft .NET Framework 4.5.2 and Internet Explorer 11 are required. Windows XP and Windows Vista are not supported.  

This is working as designed. Client Connect updates the database and the returns pull from the database. If you open a return and not Tax Form Defaults, you will see the correct fees.   Client Connect/Partner Verification definition:Verifying your partners Use the Partner Verification area to download settlement solution elections and fees, as well as additional partner services, such as Versicom and Protection Plus. By downloading your settlement solution fees automatically on this screen, you no longer have to enter the fees manually in the Price Sheet in the software, saving you time and possible EFC mis-matched fee rejects.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Las formas de impuestos por defecto muestran que los cargos son $0

This field was used to show whether the return was paper filed or e-filed, but was removed by Development because the E-File Information section provides more accurate information. A better indication of paper or e-file is to use the Sub ID (Submission ID)field.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Return Query ya no muestra el tipo de declaracin en SureFire 2014 o posterior

This is how forms print if you have purchased an E-File Only package. To remove this watermark, you would need to contact customer support to purchase a package that includes paper-filing of returns.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:El mensaje Taxpayer Copy se imprime en las formas sin importar el paquete de formas que elija.

Download link for TeamViewer Mac OS: http://download.teamviewer.com/download/version_8x/TeamViewerQS.dmg    

The Interview Users group has the same rights as a user assigned to the Super User group, except when a user assigned to this group starts a new return, the Tax Interview opens instead the standard New Return dialog box. To assign the Interview Users role:   Log in as the ADMIN user On the Tools menu, select Utilities/Setup Options. On the Setup menu of the Utilities Program, select Security Manager. On the Users tab, select the appropriate user, and then click Modify. Select the Interview Users group, click Add to the Assigned Groups, and then click OK.  

Run theDBrepair.exe program. You can find it inside the folder Y:\UTSxx (where Y represents the drive where SureFire is installed and xx is the year of the program). Mark the check box Populate DB from returns'. Click in Start Repair. Close DBrepair. Note: SureFire must be closed to run DBrepair. Open SureFire, now you should be able to see all the returns on the list.

If a return appears to be stuck in Transmitted status and does not show up in the Return Status tool, follow these steps: Browse to ?:\UTSxx\TRANSMIT. ? is the drive where SureFire is installed. xx is the year of SureFire that you are using. Locate files with EA or EI in the name followed by the TIN of the return that needs to be re-transmitted. Create a new folder named OLD. Right-click on any blank space in the window. Click New Folder. Right-click on the new folder, and selectRename. Rename it to OLD. Move affected EA and EIfiles to the OLD folder. Open the return in SureFire. Run Diagnostics and re-create the e-file. Send the re-created e-file.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:La declaracin de impuestos se muestra enviada a EFC en SureFire pero no fue recibida por EFC.

To resolve the issue, do the following: Close SureFire. On the desktop, right-click an empty space and select Display settings. Under Scale and layout, select 100% from the Change the size of text, apps, and other items drop-down list. Re-open SureFire to complete the password change or update.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Los botones Save y Cancel no se muestran cuando trata de cambiar o actualizar una contrasea en SureFire

This can occur when there is a return of size 0 KB in the database.   To resolve this issue: Open the UTSxx folder (where xx isthe 2-digit year of SureFire). Open the Users folder. Check each user folder for any 0 KB files. Create a new folder and name itDamaged Returns. Move the 0 KB file into the Damaged Returns folder.   Another issue might be an attached PDF is too large of a file, such as when they attach a 1099-B to a form 8354.(The limit of file size is 1Mb, where 1,000Kb equals 1Mb. So 26,000Kb is equal to 26Mb, far too large. They will need to paper file if this is the case.)       You should now be able to transmit your e-files successfully.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:La transmisin omite enviar declaracin de impuestos cuando se transmiten archivos electrnicos en SureFire

If you are getting a message that says "This Program is being updated. Please exit immediately and reenter after the update has been applied." To fix this issue simply go into the UTS18 folder. Once in the folder find the files labeled mutex.dat and update.dat and delete them.  Once deleted you can open the program and redownload the updates.

From the admin user, go to tools, click lock/Unlock private forms list, and moved the locked user to unlocked users.

Uninstall/Reinstall the program to correct this issue.

Toll-Free Tax Info Hotline PLUS (TFTI+) through Versicom allows your clients to receive the up-to-the-minute status of their tax return or Settlement Solution by an automatically generated text message or e-mail. TFTI+ is a service that is integrated with SureFire through a third party: Versicom. Your clients also have access to a toll-free phone number and website to check their return status at their convenience. TFTI+ works seamlessly with your SureFire software. Once you've purchased TFTI+ from your sales representative and e-filed your client's tax return, our Electronic Filing Center will automatically send required return information to Versicom each time a processing milestone is met, providing them with the latest status of the client's tax return and Settlement Solution. Taxpayers can call 866-730-2274 to check the status of their return.

This issue is caused by a failure of your SureFire program to connect successfully to the EFC.This is generally caused by your firewall software or a setting in another installed program.Please use the steps below to resolve the issue.   Firewall settings   Open your firewall software and set an exception for the SureFire program. Make sure that your firewall allows bidirectional communication through port number 443, which is used by SureFire.   Note: Other Microsoft products that use embedded Web technology, such as Outlook, also have a Work Offline option. Sometimes using this mode in one of these products will also cause other products to use the Work Offline mode. Changing this mode in IE should resume Online Mode in other applications.   Test your connection to the EFC outside of SureFire   Following this URL will also test your connection to the 2012 Electronic Filing Center:https://ws.SureFire.com/efc/2012/efcservice.svc   Note: For the 2013 EFC (or other years), simply change the year shown in the URL above, e.g.:https://ws.SureFire.com/efc/2013/efcservice.svc   Computer date   You should also ensure that the date on your computer is set correctly. If it differs from the date on our system, you may be unable to connect.   Default Browser       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Demasiados reintentos u otros problemas para conectarse a EFC

TX will need to be removed from the State Information section of the Main Info sheet.

The program appears to be opened it twice in error. Closed SureFire (all programs of that year) to fix the issue.   If program does not close after clicking X force to close using task Manager On Windows search box type: Task Manager       On tax Manager look for SureFire click over and then click End task.

Login as the Admin user. Click the Tools menu, then select Utilities/Setup Assistant. From the Utility, click the Setup menu, then click Setup Assistant. From Setup Assistant, click the Groups Users tab. Click the user you wish to unlock and click the View/Edit button. To unlock the account, remove the check box beside Account Locked and click OK. The user account is no longer locked.

If after you run diagnostics on a return, the E-file button is grey in color and you are unable to click on it, there are a few things that could be wrong. The first thing to check is if you are updated.                                                 To update the program go to Communications on the main page of the program after logging in, then to Get Program Updates. Ensure to go through the entire update process for the updates to be applied. If that does not fix the issue, the user that you are signed in as may not have E-Filing privileges. To check this: Sign in as Admin, navigate to Tools>Utilities/Setup Assistant. From the Utility Window, select Setup>Setup Assistant. In the Setup Assistant, go to the Groups and Users option on the left, highlight your user and select View/Edit. Here, you will be able to see what group your user belongs to. Most users may want to be set to SuperUser to reduce restrictions. This issue can also be caused by the program not being able to validate the Registration Code for the installation of the software. To manually do this: Sign in as the Admin user, then go to Tools >Utilities/Setup Assistant. From the Utility window, select Setup>Setup Assistant. Here, you will see fields for your EFIN and Registration Code. Ensure these are entered and then click verify. This is all that needs to be done so afterward, select Save and Close. If you are still unable to E-file contact customer service to continue troubleshooting.  

Note: This includes IRS Modem customers.   This can occur when the EFC address, which should appear between the Contacting UTS brackets in the Details log shown above, was not carried forward into the 2009 setup files. To resolve this problem, you need to delete all the Setup files in the UTSxx directory.   To delete these files:   Close SureFire. If on a network, close the program on all workstations. Right-click the Start button, and then click Explore.   Navigate to the X:\UTSxx folder (where X: is the drive on which Sure-Fire is installed, and xx corresponds to the tax year of your program).   Right-click each file called setup (with any file extension, such as setup.0), and then click Delete. Click Yes to confirm each deletion.   When you have deleted each of these files, open SureFire. When prompted to carry forward last year’s setup information, click No. Click No to any other carry forward prompts.

To correct this error, uninstall the module mentioned in the error message, then download and install it from the Solution Center.   Click Tools Utilities/Setup Assistant. Click Tools Uninstall Modules in the Utility window. Select the module that is giving the error and click OK. Click OK when the process is complete. Close SureFire. Go to ?:\UTSxx\Mailbox and remove files that contain STU at the beginning of the filename. Note: (? is the drive where SureFire is installed and xx is the 2-digit year of the software) Reinstall the module from the Solution Center.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:No se puede convertir el mdulo US en un enlace correcto al crear un E-file con SureFire

Verify the user rights. Go to tools, utility/setup assistant, setup and setup assistant. Click onGroups and Users.Check the user rights for the user that cannot click on the e-file button. If they have the preparer user then that is the issue. Preparer does not have e-filing rights.

Go to UTSXX (XX is the year) Locate DBrapair.exe Run DBrepair Mark Populate DB from returns only Close, and now can edit SSN in return

Close SureFire (on all computers if on a network). Open UTSxx. Open the Updates folder. Run setup.exe.

This can occur when the ActiveX settings on your computer are not correctly configured to allow SureFire to function properly. You need to enable Scripting and ActiveX controls for SureFire Install Version software.   To enable Scripting and ActiveX controls for SureFire Install Version   Right-click the Windows Start button, and then click Explore. Navigate to the X:\UTSxx\TWhomepage folder (where X: is the drive on which SureFire is installed). Right-click the index1.htm file, point to Open with, and then select Microsoft Edge or Google Chrome. If prompted to allow ActiveX controls and plug-ins to run, click Yes. If prompted to allow a script to access ActiveX controls, click Yes. If you see a yellow warning bar above the SureFire home page, click it, and then select to always run these add-ons. Close Edge or Chrome, and then re-open SureFire.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:No puede iniciar sesin en SureFire

To make sure the SureFire icon is pointing to the correct location: Right-click on the SureFire icon. Select Properties. Verify the Target and Start In fields have the correct path. Notes: The Target path will look similar to C:\UTS20\tww20.exe. Substitute the drive letter shown in the example with the drive letter that SureFire is installed on if different. The Start In path will look similar to C:\UTS20\. Substitute the drive letter shown in the example with the drive letter that SureFire is installed on if different.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:No se puede abrir SureFire usando el cono en el escritorio.

If the banks forms does not print out as part of the packet, adjustment will need to be made in the Print Packet to include the bank form to be printed.   Please follow these steps to include bank forms as part of the print packet: Open theToolsmenu in SureFire. SelectUtilities/Setup Assistant. In the Utility window, open theSetupmenu. SelectView/Edit Print Packets. Select the Packets from the list (Signature Pages, File Copy, Taxpayer Federal Copy, Taxpayer State Copy, Federal Copy to be Mailed, State Copy to be Mailed ). On the left side of the window, select Bank Forms under Available Forms. Click on Add button in the middle, this will transfer the forms to right side. Click on Save .

This featur will be fixed in Tax year 2020. Will function as designed for 2019.

PressAlt+Spacebar. PressM. Use the mouse and/or arrow keysto move the window to the desired location then pressEscto release the window. If that does not seem to have any effect, do the following: PressAlt+Spacebar. PressR. PressAlt+Spacebar. PressM. Use the mouse and/or arrow keysto move the window to the desired location then pressEscto release the window.

Your EFIN must be set or changed in Setup Options before you can register . For instance, if you had a CCH SFS-issued fake EFIN, when you get your actual EFIN from the IRS you must have it added to your account. A new registration code from us is generated so you must change your EFIN in Setup Options first. The Register Software window opens after you click Finish in Setup Options so that you can input your new registration code.

Right click on description Mark the column you are missing or want to add If boxes are all marked Adjust each column just like you would adjust a excel column with your mouse. Now will see all rows correctly

Only run this on the latest of SureFire. This will repair the prior year as well once run once. If on a Network Drive be sure to do this on the main computeronlyonce all instances of SureFire are closed for that year in the office.   Uninstall and Reinstall SureFire: Rename UTS20XX folder to UTS20XXOLD (where XX is the number of year of the program, for example 20, or 21) in the Drive where SureFire is saved. Click on the Windows Start Button, Go to Control panel Programs and Features. Find the most current year of SureFire, select it, and click "Uninstall program."" Rename folder back to original name (UTS20XX). Inside of the UTS20XX

Get to the Utility window by going to Tools at the top of your program window, then select Utilities/Setup Assistant. To uninstall a module:                              In the Utility click Tools, then Uninstall Modules. A window will appear listing the Federal modules, states and bank(s) currently installed on your system. Select the package(s) you wish to uninstall. Click OK or press Enter. A message will tell you when the process is complete.   To reinstall a module you have uninstalled:   Simply go under Communications > Get Module Updates while logged into the Tax Software   The Federal module, state and/or bank updates are now installed. When you close the Utility and go back to SureFire, the Federal module, state and/or bank software will be available.   NOTE - If the normal reinstalling of the module doesn't fix the issue, you may have to do a 'full clean' reinstall of the module. In order to do this, follow these steps:   Uninstall the Module like normal as mentioned above by going under Tools > Utility/Setup Options > Tools > Uninstall Module Once this has been done go into C:\UTSXX\MAILBOX folder (XX being last 2 digits of the year, for example, UTS16 would be 2016) Scroll all the way to the bottom of this folder look for, and delete, any files starting with STU (should be in alphabetical order) Once you have done this go inside the tax software and do Communications > Get Modules Updates    

To uninstall SureFire (Windows Vista) Click the Start button, and then click Control Panel. Double-click Programs and Features. Select Sure-Fire 20xx (where xx corresponds to the tax year of your program), and then click Uninstall.                To uninstall SureFire (Windows 7, Windows 8) Click the Start button, and then click Control Panel. Click Programs, and then click Uninstall a program in the Programs and Features section. In the list, select Sure-Fire 20xx (where xx corresponds to the tax year of your program), and then click Uninstall.   

Some common media our users favor for storing or backing up their clients returns are CD-R/CD-RW discs, USB thumb drives, or separate backup hard drives.   If you have difficulties backing up your data or other issues, we recommend contacting the manufacturers of your media for further assistance.      

When a password for an account is entered incorrectly multiple times, the account can be locked and will deny any further attempts at logging in. Your ADMIN user can remove this lock from a user account with ease. Sign in as ADMIN and select TOOLS at the top and select UTILITIES/SETUP ASSISTANT Then from the next window, click SETUP and then select SETUP ASSISTANT. This will open up your Setup Assistant. From here, we want to select GROUPS & USERS on the left to open our user management window. From here, double-click the user you would like to edit to open their user details. Find the ACCOUNT LOCKED box in the top left and uncheck it. Verify the password and then click OK. Ensure you click SAVE & CLOSE on your way out.

This is a visual error. The updates are installing properly. To confirm installation of the states, you can add the state abbreviations to the Main Information Sheet. This will display the state forms loaded in the SureFire forms tree.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "Updating Error - Missing module type..."" cuando instala actualizaciones de SureFire "

To update the Registration Code  In years 2014 and newer, follow the below steps:   Click Tools at the top of your program window Select Utilities/Setup Assistant Click Setup and then Setup Assistant From here, click on Register Software on the left Enter your EFIN and registration code, then click on Validate Registration Code.          For 2013 and prior years, follow the below steps:   On the Tools menu, click Utilities/Setup Options. In the Sure-Fire Utility, select Setup and then click Setup Options/Assistant. On the Company tab, enter the new EFIN. Click Next until you arrive at the Color Setup tab. Click Finish. Enter your new Registration Code and then click OK.  

If you purchase PPR but you later want to upgrade to an unlimited version of SureFire and your PPR charges (not including filing fees) will meet or exceed the full retail price of the desired SureFire package (such as Federal 1040 and your resident state), contact your salesperson to convert your installation from PPR.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo cambiar su paquete de PPR (Pago por declaracin de impuestos) al paquete ilimitado?

This can occur when the u2ltw.dll file is missing from the C:\Program Files\Business Objects\common\2.8\bin folder. To correct this problem, you need to download the attached u2ltw.dll file to the C:\Program Files\Business Objects\common\2.8\bin folder and restart TaxWise.To download the attached file Right-click the file attached below, and then click Save Target As. Navigate to the C:\Program Files\Business Objects\common\2.8\bin folder, and then click Save. Restart your TaxWise program. u2ltw.dll

This can occur when the u2ltw.dll file is missing from the C:\Program Files\Business Objects\common\2.8\bin folder. To correct this problem, you need to download the attached u2ltw.dll file to the C:\Program Files\Business Objects\common\2.8\bin folder and restart SureFire.   To download the attached file Right-click the file attached below, and then click Save Target As. Navigate to the C:\Program Files\Business Objects\common\2.8\bin folder, and then click Save. Restart your SureFire program.   You are now able to run reports without receiving this message.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "URL u2ltw.dll that implements function"" al intentar obtener un reporte en SureFire "

Note: If you do need to file the change of address form, Form 8822 is found in the Miscellaneous package in Sure-Fire because it can be used for multiple packages.You must indicate this form as either Business or Individual. If you select the Individual check box, you must enter either T for taxpayer, S for spouse or J for a joint return. Information will carry over from the Main Information Sheet.This form may be used to change both home and business addresses. It must NOT be attached to the client's return. The appropriate check boxes in Parts I and II should be selected.Mail this form to the appropriate IRS center, per the IRS instructions. Press SHIFT+F1 for IRS instructions.

You may apply for a PTIN only if you are a paid tax return preparer. If you use a PTIN, you will meet the requirement under IRC section 6109(a) (4) of furnishing your identifying number on returns you prepare. The PTIN cannot be used in place of the Employer Identification Number (EIN) belonging to the tax preparation firm.   Use the Form W-12, to apply for a PTIN (PDF). You can complete this form online at https://www.irs.gov/pub/irs-pdf/iw12.pdf before printing and mailing it. (Adobe Reader is required.)             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Uso de PTINs en SureFire

A robust tool included in the Surefire Tax software is the Return Explorer. What this allows you to do is move, rename, delete, and manipulate returns in the software. Here is how to access the Return Explorer in the SureFire software: Be signed into either the Admin account or the user that created the returns that you wish to adjust. Select the Tools drop-down menu at the top. Click on Utility/Setup Assistant. (Utility/Setup Options for 2013 and below) In the Utility window that appears, choose File, then File Explorer.

The Return Query is a tool that can be used to check on returns that you have e-filed. It works together with your Acknowledgements to keep you informed on the status of your e-filed returns. You may also check on Rejected returns to find out why they were rejected and how to fix them. Find this tool by clicking File in the top left corner of your program window, then select Search/Query for Taxpayer...  After clicking that, you will be taken to a window with multiple search options and filters to assist you in finding a specific tax return. Once found, you may click on the return to view the Statuswindow. In the Status window, you can view various information about the return such as when it was sent, when it was received, how much earned income there was, etc. To view the rejections, click on the Reject tab and it will show you all pending rejections for that return. Below is an instructional video on how to open the Return Status window and go over its functions.

Send your copy ofPrintManager to client PC.   On your PC Go to C:\UTSXX\PrintManager Right click on PrintManager, click on copy Past a copy to your desktop to send to client PC. Using GoToAssist, click on tools Click on send files Save folder to client PC desktop   On Client PC Go toC:\UTSXX\PrintManager or Network location Right click on PrintManager, click on rename Rename Prinrmanager to Printmanager.old Locate the Printmamager folder on client desktop Right click on PrintManager, click on cut PastePrintManagertoC:\UTSXX\PrintManager or Network location on client PC.

The eFile Cabinet software is a third-party application that SureFire does not support. However, you can use the Print Return in PDF Format feature in the Print Manager to convert returns to PDF format, and then save the files in your eFile Cabinet software.

The verification code can only be between A-F and 0-9

For instructions on opening Return Explorer, see our article detailing how to delete a tax return using Return Explorer in SureFire.   The following table describes the actions you can perform in Return Explorer.   Return Explorer Action Definition Copy Files to Another Location This action allows you to copy Tax Form Defaults, Private Forms lists, Print Packet Form lists, History lists, and User-Defined History Lists. You cannot copy tax returns to another user. The Admin user can copy any type of user file except tax returns. Delete Files This action allows you to delete tax returns and other files. SureFire allows you to restore the return after deletion, if needed. Move Files to Another Location This action allows you to move tax returns and other files from one user name to another. When a file is moved it is no longer available in the original location. Rename a Return This action allows you to change the file name of an existing tax return. SureFire automatically puts a two-character code at the beginning of a tax return. This file name indication shows the tax year and tax package. When you rename a return, do not type this code as part of the new file name. Restore a File This action is only available once you select Packet Form List Archives in the Show field. SureFire makes a backup copy of your print packet before any changes are made. Restore a File allows a user assigned to Admin or Return Manager to restore the print packet back to the options you had set before making changes.       Sorting the File List   Files in Return Explorer can be sorted in the following ways:   File Name -lists the file name of the tax return or file SSN/EIN - lists the SSN/EIN of the primary taxpayer Taxpayer Name - lists the name of the primary taxpayer Package - lists the package type of the return Return Type - lists the type of return (E-file, Paper) Preparer Id - lists the preparer id that created the return Return Stage - lists the return state assigned to the return Return Status - lists the status of the return Edited - lists the date and time stamp when the return was last edited           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Qu acciones puedo realizar usando Return Explorer en SureFire?

SureFire Pay-Per-Return Fees: Individual(1040) E-filing of federal and companion state - $20 Additional States - $12 per state Business and Specialty(1065, 1120, 1120S, 1041, 706, 709, 990) Federal and companion state - $35 (includes e-filing for 1065, 1120, 1120s, and 1041) Additional States - $18 per state https://www.wolterskluwer.com/en/solutions/SureFirePay-Per-Return Packages         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cules son los mdulos y precios admitidos para SureFire Pay per Return (PPR)?

The following templates are available in SureFire:   Letter templates for each tax package except Miscellaneous, available in English and Spanish. A template that provides a cover sheet for individual returns (Indiv Cover Sheet.CL). This cover sheet is designed to be used alone, not with a third-party folder or envelope. A template that provides a cover sheet for business returns (Business Cover Sheet.CL). This cover sheet is designed to be used alone, not with a third-party folder or envelope. Templates for cover sheets and slip sheets compatible with folders and envelopes from Nelco.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Qu Client Letter Templates estn disponibles para SureFire?

An ACK or Acknowledgement is a term that is used a lot by both preparers and the technical team . An acknowledgement is the term used to describe the message the IRS sent back to you (the tax preparer) indicating that they have received the return, and it has been either accepted or rejected. You receive an acknowledgement anytime a federal or state return is accepted or rejected. You may view all of your currently received acknowledgements by going to Reports at the top of the program window, then select Acknowledgements. This function will list all acceptances, rejections, and IRS e-mails to keep you updated on various bits of information. When viewing acknowledgements, they may appear like below, with information about multiple taxpayers, and the results of both state and federal returns.

The abbreviationDBA means Doing Business As, which isthe business entity/name.   Examples:An individual named John Smith doing business under the name Smith and Associates, Inc., or a company named Worldwide Widgets, Inc. doing business under the name WW Widgets.   Note: If your client does not have a DBA name, leave this line on the tax form blank.   For more information see the Small Business Administration - choose your business name.   Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cul es el significado de la abreviatura DBA?

Remove return from users folder Move return to deskop Run DBrepair Put return back in users folder Run DBreair C in command prompt Now can open return

To complete the registration with SureFire, the computer language will need to be set to English. For step-by-step instructions on changing the system default language, see the Microsoft article onchangingthe default input language for Windows. Note: Once the SureFire registration process is completed, the language setting can be changed back.

In order to fix this error, download updates from the SureFire Solution Center, do the following: Close any open tax returns on all workstations. If any returns are open, updates will not be installed properly. Click the Solution Center Knowledge Base tab in the software to access your SureFire Solution Center. Then, click Launch SureFire Solution Center or go to http://support.SureFire.com. Click Product Updates under the Preparer Solutions section. Log in with your client ID, user name, and password. Click the Download icon to download the latest SureFire programupdate and save the modules to your Windows desktop or another easy-to-remember location. Click the Download icon to download the latest federal module update for the return type that you are attempting to prepare and save the modules to your Windows desktop or another easy-to-remember location. Once the modules aredownloaded, close SureFire completely on all workstations. Navigate to the location where yousaved the files, and then double-click it to install the updates in the same order that they were downloaded. You can now open SureFire and resume starting a new return.     Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Al iniciar una nueva declaracin, aparece el error "Invalid Tin Length"" "

The New Program for the upcoming tax season usually comes out the week of Thanksgiving for you to download from support.SureFire.com

For the most current addresses for mailing federal and state tax returns see, Where to File Paper Returns With or Without a Payment.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:A dnde envo una declaracin de impuestos en papel con o sin un balance?

This applies to 2016, 2015, and prior years.   Note: This information can also be found in the form instructions in Sure-Fire. To access these instructions while using Form 1120 or 1120S, press SHIFT+F1.   If the corporation's principal business, office, or agency is located in: And the total assets at the end of the tax year are: Use the following address:   Less than $10 million and Schedule M-3 is not filed   Department of the Treasury Internal Revenue Service Center Cincinnati, OH 45999-0012   Connecticut, Delaware, District of Columbia, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont, Virginia, West Virginia, Wisconsin $10 million or more or less than $10 million and Schedule M-3 is filed   Department of the Treasury Internal Revenue Service Center Ogden, UT 84201-0012   Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Hawaii, Idaho, Iowa, Kansas, Louisiana, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oklahoma, Oregon, South Dakota, Texas, Utah, Washington, Wyoming Any amount Department of the Treasury Internal Revenue Service Center Ogden, UT 84201-0012   A foreign country or U.S. possession Any amount Internal Revenue Service Center P.O. Box 409101 Ogden, UT 84409-0012  

Note:  To access these instructions while using Form 1065, press SHIFT+F1. IF the partnership's principal business, office, or agency is located in: And the total assets at the end of the tax year are: Use the following Internal Revenue Service Center address:   Form 1065 with Schedule M-3 attached Any amount Department of the Treasury Internal Revenue Service Ogden, UT 84201-0011   Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont, Virginia, West Virginia, Wisconsin   Less than $10 million   Department of the Treasury Internal Revenue Service Cincinnati, OH 45999-0011   Any of the above $10 million or more Department of the Treasury Internal Revenue Service Ogden, UT 84201-0011   Alabama, Alaska, Arizona, Arkansas, California, Colorado, Hawaii, Idaho, Iowa, Kansas, Louisiana, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oklahoma, Oregon, South Dakota, Texas, Utah, Washington, Wyoming Any amount Department of the Treasury Internal Revenue Service Ogden, UT 84201-0011   A foreign country or U.S. possession Any amount Internal Revenue Service P.O. Box 409101 Ogden, UT 84409  

The IRS and state tax agencies approve forms for e-filing at various times during the early part of the filing season. The forms are available for download shortly after we receive approval to release the final versions.   You can visit theModule Delivery andEfile Datespage on the SureFire Customer Support Web site athttps://www.cchsfs.com/ModuleStatus/ to determine the current status of particular e-fileable forms.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Qu formas del IRS y del estado estn aprobados para la presentacin electrnica en SureFire?

State       Individual MeF       Corporate       S-Corp       Partnership       Fiduciary         AK               Not Supported     Not supported   Not Supported                 AL       Yes - prior 2       Yes - prior 2       Yes - prior 2       Yes - prior 2       Not Supported         AR       Yes - prior 2       Not supported       Not supported       Not supported       Not Supported         AZ       Yes - prior 2                               Not Supported         CA       Yes - prior 2       Yes - prior 2       Yes - prior 2       Yes - prior 2       Not Supported         CO       Yes - prior 2       Yes-prior 2       Yes - prior 2       Yes- prior 2       Not Supported         CT       Yes - prior 2       Yes       Yes       Yes       Not Supported         DC       Yes - prior 2       Not Supported       Not Supported       Not Supported       Not Supported         DE       Yes - prior 2       Not Supported       Not Supported       Not Supported       Not Supported         FL               Yes - prior 2       Yes- prior 2                         GA       Yes - prior 2       Yes - prior 2       Yes- prior2       Yes - prior2       Not Supported         HI       Yes - prior 2                                         IA       Yes       Not supported       Not supported       Notsupported       Not Supported         ID       Yes - prior 2       Yes       Yes       Yes       Not Supported         IL       Yes       Yes -prior 2       Not Supported       Not Supported       Not Supported         IN       Yes - prior 2               Not Supported       Not Supported                 KS       Yes - prior 2       Yes - prior 2       Yes - prior 2       Yes - prior 2       Not Supported         KY       Yes       Not Supported       Not Supported       Not Supported                 LA       Yes - prior 2       Yes       Yes                         MA       Yes       Yes - prior 2       Yes - prior 2       Yes - prior 2       Yes         MD       Yes - prior 2       Yes - prior 2       Yes - prior 2       Yes - prior 2                 ME       Yes - prior 2       Not supported       Not supported       Not supported       Not supported         MI       Yes - prior 2       Yes - prior 2       Not supported       Not supported                 MO       Yes - prior 2       Yes       Yes       Not supported       Not supported         MN       Yes - prior 2       Yes - prior 2       Yes - prior 2       Yes - prior 2       Not supported         MS       Yes - prior 2       Yes       Yes       Yes                 MT       Yes - prior 2       Not supported       Not supported       Not supported       Not supported         NC       Yes - prior 2       Not supported       Not supported       Not supported                 ND       Yes - prior 2       Not supported       Not supported       Not supported       Not supported         NE       Yes - TY2013+                                         NH                                                 NJ       Yes - prior 2       Yes       Yes       Yes       Not supported         NM       Yes - prior 2       Not supported       Not supported       Not supported       Not supported         NY       Yes - prior 2       Yes- prior 2       Yes - prior 2       Yes - prior 2       Yes         NYC       Yes - prior 2       Yes - prior 2       Yes - prior 2       Yes - prior 2                 NV                                                 OH       Yes - prior 2                               Not supported         OK       Yes - prior 2       Not supported       Not supported       Not supported       Not supported         OR       Yes - prior 2       Yes - prior 2       Yes - prior 2       Not supported                 PA       Yes - prior 2       Yes - prior 2       Yes - prior 2       Yes- prior 2       Not supported         RI       Yes       Yes       Yes       Yes       Not supported         SC       Yes - prior 2       Yes - prior 2       Yes - prior 2                         SD                                                 TN       Yes       Yes - prior 2       Yes - prior 2       Yes - prior 2       Not supported         TX       Yes - TY2008+       Yes - TY2008+       Yes - TY2008+       Yes - TY2008+                 UT       Yes - prior 2       Yes       Yes       Yes       Not supported         VA       Yes - prior 2       Yes - prior 2       Yes       Yes       Not supported         VT       Yes - prior 2       Yes       Yes       Yes       Yes         WA                                                 WI       Yes - prior 2       Yes - prior 2       Yes - prior 2       Yes - prior 2       Yes - prior 2         WV       Yes - prior 2       Yes       Yes       Yes       Not supported         WY                                                 Federal       Yes - prior 2       Yes - prior 2       Yes - prior 2       Yes - prior 2       Yes     Legend:   Yes - prior 2: Agency software support rolling Prior 2 tax years. Yes: Agency or software only began supporting e-file for this prior year. Most likely, these types will transition to "prior 2"" status next year. : Either this tax type does not exist for this state

SureFire Web Version users are unable to e-file individual returns from the desktop program. SureFire Web Version users should use the Mark to Transfer button to transfer the return to SureFire Web Version before e-filing.   Ensure the active user is assigned to a security group that can create e-files. Users assigned to the Preparer group cannot create an e-file. To enable a user to create e-files: Log into SureFire as Admin. Click Tools Utilities/Setup Assistant. Click Setup Setup Assistant. Select the Groups Users tab. Select the user that is unable to create e-files then click View/Edit. Select SuperUser or ReturnManager from the Assigned group list and click OK. Click Save and Close. Note: This user will now be able to create e-files.

Some possible explanations for this are:   Administrators are not able to create new returns. Change the user to one that is not an administrator by selecting File Change User. If you originally registered the software with a CCH-SFS-assigned EFIN and you now have your actual IRS-assigned EFIN, contact Customer Service to change your EFIN and have a new registration code generated. The selected user may not have permission to create new returns. To resolve this problem, follow the steps below.   To enable a user to create new returns: Log into SureFire as Admin. Click Tools Utilities/Setup Assistant. Click Setup Setup Assistant. Select the Groups Users tab. Select the user that is unable to create new returns then click View/Edit. Select SuperUser or ReturnManager from the Assigned group list and click OK. Click Save and Close. Note: This user will now be able to create new returns.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Por qu no puedo crear nuevas declaraciones en SureFire?

This can occur when you upgrade to Microsoft Windows 10.   To correct this issue, do the following: Close SureFire. Click Start Computer. Navigate to the drive SureFire is installed on. Open the UTSxx folder(where xx is the year of SureFire). Open the TWTech folder. Double-click setup.exe and follow the prompts.   One the setup process completes, launch SureFire and open the return.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Por qu no puedo abrir declaraciones en SureFire despus de actualizar a Microsoft Windows 10?

Check the order in the View/Edit Print Packets screen.   To check the order in the View/Edit Print Packets screen   On the Tools menu, select Utilities/Setup Options. Select Setup, and then select View/Edit Print Packets. Select the Organizer packet in the top left drop-down box. Highlight Organizer forms and use the red arrows to the right of the form list to change the order. Click Save when finished.     Try deleting Organizer.PFL from the user name experiencing the problem (unless it is the Admin user having the problem).   To delete the Organizer.PFL file   Right-click the Windows Start button, and then select Explore or Open Windows Explorer. Navigate to the UTSxx/Users/Username folder on the drive where SureFire is installed (where xx is the two-digit tax year of your program, and Username isthe affectedTW user name). Right-click theOrganizer.PFL file, and then select Delete. This user name will now use the Organizer form list found in the Admin user name.     Next, check your printer's Control Panel options.   To check printer Control Panel options   Click the Windows Start button, point to Settings, and then select Printers and Faxes. Right-click your printer, and then select Properties. Check the Advanced tab for a Print spooled items first option. If unchecked, put markthe check box for that option.   Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Los Client Organizers imprimen fuera de secuencia.

Follow setup one or step two   Step #1 Unchecked the Federal return button within the print wizard Now can just print Federal to PDF Same for the State   Step #2 If want to print both Federal and State Do NOT click on print to PDF Change printer to Microsoft PDF Top right click on PDF

Preparer will need to contact the IRS.   Background for invalid EFIN   You may have an On-Line Tax Preparation EFIN that begins with 10, 21, 32, 44, or 53. These EFINs are assigned for On-Line Tax Preparation.On-Line Preparation is where an ERO inputs returns on an Internet-based program, or files the return using software that is designated as On-Line Preparation (such as TurboTax). This is different from the professional software that CCH Small Firm Services provides.   Question 2d of IRS Form 8633, Application to Participate in the IRS e-file Program, asks the following:Will you transmit individual or business income tax return information prepared by a taxpayer using commercially purchased software or software you provide through an on-line Internet site? (On-line Provider)   Which means:An Online Filer should not be chosen unless you intend to allow taxpayers to self-prepare returns by entering return data directly on commercially available software, software downloaded from an Internet site and prepared off-line, or through an online Internet site. Taxpayers using the Internet to file their tax returns may also be filing through an ERO.   If you answered YES to this question, you were issued an On-Line EFIN. To resolve this problem, you need to contact Andover Service Center for correction. You can also revise your Form 8633 through the IRS e-Services page, at http://www.irs.gov/taxpros/article/0,,id=109646,00.html. The IRS will then issue a new EFIN to you.   No matter what method you choose, you need a new EFIN. After revising the Form 8633 online, you can call the Andover IRS Service Center at 866-255-0654 to make sure the problem is fixed. Select option 1 on the first menu, and then select option 1 on the second menu. IRS e-Help Desk personnel can drop the on-line EFIN and add you back as an ERO.         Additional Information:     Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Por qu recibo el mensaje que mi EFIN no es vlido cuando se procesan las declaraciones por lotes para la transmisin de archivos electrnicos usando SureFire?

Why doesn't clients return show up on the IRS.GOV website for the "where is my refund?" even though I show its been accepted?This can happen mostly because of 2 reasons:   The AGI amount entered in doesn't match because the IRS did an adjustment It was flagged for review for either fraud or other items. No, there is no possible way it was a 'glitch' in the system, the IRS specifically sent back the acknowledgement with that specific SSN attached saying it was accepted.  You can also see the EFILE SUB ID number for the specific acknowledgment for the return in the program by opening the return and clicking on Tools > Return Status and it will be listed in the middle next to SUB ID.  You can also print this screen for your client.   If you are using the WEB Version of the program, simply click on 'Accepted' then 'More Info' from the Return List and see this information when you look up the SSN and look at the acknowledgment.

Go into the Communications>Send Federal/State returns to..., then click the Filter button. Remove everything from every box except 'Show returns with blank dates.' Then click OK and close the communications window. After this, you should be able to backup all of your returns.    

Select Install a new instance then click Next. The current year's installation will continue as normal.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:El asistente de instalacin "Workstation InstallShield"" solicita instalar varias instancias de SureFire "

ERC operation is not allowed. ErcOK is false. The ability to transmit a statement with an ERC is not activated for this EFIN.   PPR operation is not allowed. PprOK is fake. The ability for PPR system access is not enabled for this EFIN.   Transmit and update operations are not allowed.UtsOK is fake. It usually happens when you don't have a valid credit card on file.   Login age rejected. Previous SureFire version.   You must use SureFire xx.xx or higher to stream. This is the minimum version you can stream.   Your Entry is invalid This EFIN has not been entered into our customer database or the EFIN was once entered, but has since changed.     Other reasons why you can't transmit, or the reasons behind some of the above messages include:   You don't have a credit card in your account. The card you have registered with us has expired. Your credit card identification number is missing from our files. You have been deactivated due to a refund or for lack of a payment.     You can take care of many of these situations without contacting customer service credit card information can be entered and updated on our support site and updates for the program are also available there.

An update to the range of valid ITINs became effective on April 2011. Affected taxpayers must file a paper return for the tax year 2010. For the tax year 2011 returns, your Sure-Fire software will be updated to reflect the new ITIN range. For more information, see the General ITIN Information page on the IRS Web site: https://www.irs.gov/individuals/international-taxpayers/general-itin-information

The attached document contains the terms and conditions for the Money Clip Prepaid Visa. To download the attached file   Right-click the Money Clip Cardholder Agreement 2012.pdf file, and then click Save Target As. Select Desktop from the Save in the drop-down box, and then click Save.   Once the download is complete, navigate to your desktop. Double-click the Money Clip Cardholder Agreement 2012.pdf file for terms and conditions.  

      W-2 Originals W-2 Corrections   Federal W-2 Federal Corrected W-2   Federal W-3 Federal Corrected W-3 Annual Withholding report for the following states: AL, AR, AZ, CA, CO, CT, DC, DE, GA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NY, OH, OR, PA, RI, SC, UT, VA, VT, WI, WV Forms that will not be included in the e-file, but will not prevent the e-file from being created:   All state W-2/W-3 equivalent forms.   Other Limitations Payroll 2012 allows you to create e-files only for tax year 2012. Returns for prior years must be created with the appropriate product for that year. Payroll 2012 cannot create state correction files. For information on correcting state annual withholding reports, please contact the applicable state agency.  

This error may occur during setup after you've installed the 2013 SureFire software or earlier. To resolve this error, navigate to the first page of the Setup Options and ensure that the EFIN you've entered at the top is the same EFIN you're entering in the Register Software window.                                      

This can occur when the date on your computer is not accurate. To correct this problem, you need to correct your computer's date. Refer to the Help information for your Windows operating system for instructions.   This can also occur you are transmitting an e-file created more than 24 hours ago. To correct the problem, re-create the e-file before transmitting within 24 hours.   To avoid the error in the future, you should make sure to transmit e-files within 24 hours of creating them.   This is for the 2014 software, later years will automatically require old E-Files to be updated before they can be sent.

  How do you unlock or reset the Admin Password for Installation Desktop Software?Step 1. You need to fail to log into the admin username 7 times before you can reset.  This means you need to try to log in 7 times and see the following error box, or one that says "Account is locked" at least 7 times first. Step 2. Log into https://surefiretaxsoftware.com and find your registration code.  You will need to enter in your Software Registration code WITHOUT the dashes as the password for the reset. For example, if my registration code is: K50Y-A55J-P5J6-CX55-QHSY After I do step 1 and fail the password 7 times for the ADMIN username I will need to enter the password: K50YA55JP5J6CX55QHSY NOTE - To make your life easier, I recommend copy and pasting your Registration Code into NOTEPAD first, then simply removing the DASHES and make sure you have no extra SPACES around the password to make it easier to Copy and Paste into the Password box in the software. IRS Regulation changes These new password requirements are because the IRS passed new Software Security Regulations on ALL software manufacturers.  This doesn't just affect our software, but every professional tax software on the market.Users are required to reenter their password after being logged into Software for 24 hours regardless of activity.Users are required to reenter their password after 30 minutes of inactivity in Software.

For resetting the admin in the 2017 software, when your account is locked or you forgot your password, you will want to login in with the wrong information 4 times. On the fith try you will get a prompt that should look like this. Simply click yes and it will take you to the next screen. After clicking yes, you will be prompted with the admin password reset screen which will look like this. If you are unsure of this information or simply don't have it, login to the Sure Fire website to get the information needed for reset. Once logged in you should be at the "dashboard". On this screen you will see your information needed for the password reset. Once you get all of your information, type it into the password reset and hit enter. Then you will go back to the main sccreen and login without a password and you will be prompted to change you password.