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First log into your admin username After you are logged into the admin, you will need to go to the top-right of the website and click where it says ADMINISTRATOR click on that then go to SETTINGS Click on Manager Users and now you will create a new username When you type a new username, you will need to also see the User Role(s) box on the right. You will need to add the two roles of "SuperUser" AND you must set them as a LICENSED USER status.Quick Information About RolesAdministrator - do NOT set this to a preparer or even your username because you may lose access to some features as a preparerSuperUser - This allows this username to Create Returns, Create and Send E-FilesReturnPreparer - Can Only Create ReturnsInterviewer - Can Only user Interview ModeCheckPrinter - This allows this username to have ability to print checksLicensedUser - You only have so many "Licenses" to add to users so they can actually log in to the system.  If you ever get an error message saying "You are not an authorized user" this means they were NOT set as a "Licensed User"As of 2016 Tax Year, you can use the "Admin" username to preparer returns if you wish to do so for ONLY tax years 2016 and newer.  We still highly recommend just creating a separate username to create returns under for security purposes. Once you create the username, the user will get an email sent to them with their new temporary password.

Please follow the instructions below to set up your Tax Form Defaults or Return Templates on the TWO (Web Version) tax software.  Anything you change in the Tax Form Defaults will automatically apply to every NEW return you do after making the change.  Existing returns you will have to change manually. Lets set up your Tax Form Defaults for your office.  For this, you will need to log in under your "admin" username. Once you are logged into the system under the "admin" username, click on Administrator on the Top Right corner again, and go under Settings. Now you will need to click on Return Templates on this page. Once you click on Return Templates, you will need to create a New TemplateWe recommend for "Name" just typing in Default, and for description just putting "Default" and then making sure to check the box for "Set as default" After you Save your new template, you will see it listed.  You will need to click the Edit Icon next to the template so you can make changes that looks like a Pencil Icon. Now you will see a default tax return.  Any changes you make here will affect every NEW return you do from here on out.  After you are done making your changes and save your settings you will need to make sure to click the [Assign] button and assign this template to all the users you wish to use these settings for.Great list of forms you can add to the returnMain Info8879Price*Note - for the Price sheet, you don't have to itemize out all your pricing.  You can just set a flat rate for 1040.  This form will not cause a diagnostic or e-file error.  You can also change these values later on per return.You can do this by clicking on the (+) or Add Form on the left side where forms tree is*Note - Tax Preparers will default their own preparer information (such as PTIN information) by logging into their username and going under Settings on the top right corner and going into General Settings.  They will get the following window.  Preparer ID we recommend just setting your initials in this box.

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.

you receive one of the following messages:

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.

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.

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.

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.

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.

This can occur when you are using a 64-bit version of Internet Explorer (IE). You must use the 32-bit version of this browser.Any 64-bit version of Windows using IE7 and IE8 may have two versions of Internet Explorer. To determine if this is the case, click the Windows Start button, and then point to All Programs. If you see two listings for Internet Explorer, one with 64-bit beside it, make sure you are only using the other version of the program for Sure-Fire Online.If you are using IE8 with SureFire Online, you should also be using compatibility mode. To turn this mode on, click the button that looks like a broken sheet of paper to the right of the address bar in Internet Explorer, to the left of the Refresh button.

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.

A Michigan amended return cannot be e-filed in TWO.

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?

By default, the three roles listed below are not allowed to use the override feature:   Interviewer Return Preparer Reviewer   Log in as the Admin user (or any user assigned the administrator role) and select the roles you want to allow the ability to override entries. These changes affect all users assigned to the specific roles you are allowing to use the override feature.

To create a SureFire Web Version desktop shortcut Right-click in a blank area of your desktop, point to New, and then click Shortcut. In the Type the location of the item box, enter https://twonline.SureFire.com, and then click Next. In the Type a name for this shortcut box, enter SureFire Web Version, and then click Finish.   You will now be able to double-click this shortcut to open SureFire Web Version.

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

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?

It is not possible to E-file a return with $0 income. SureFire Web Version requires some type of income reflected in the 1040 Pg 1 in order to create e-files.   Workaround for extensions: Enter $1 on line 1 and the button activates. Remember to remove this amount on actual return submission.

E-File Validation Errors are special, specific, and often vague errors that you can receive even after you've run Diagnostics and no errors were found. Sometimes you can click on them, and they will usually take you to the form that's having an issue. Keep in mind that if you have multiple copies of the same form, it may not always take you to the specific form with the issue, so be sure to check all relevant forms. Below is an example of an e-file validation error you may come across, and how to resolve it.                        This begins with InCareOfNm, which gives us a small clue as to what line is experiencing an issue. The next term The value 'FIRST LAST' tells us which text is wrong. If the value is '' that typically means there is missing information in the referenced field. So for this error, we know to look at the Name Line 2 field on the Main Information sheet.                           Now in this example, the referenced text FIRST LAST is incorrect. It is incorrect because on the Name Line 2 field, names must be entered in a specific format. The name should be entered as % FIRST LAST.  

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

E-Filing in the Online software is very similar to the process for the desktop software. While in the return, and only once the return has been completed, find the Diagnostics button and click it to check the return for any issues. If there are any diagnostic errors present, they will be shown in red and will be clickable. Clicking these errors will take you to the issue in most cases. If there are no errors, you may then click on the Create E-File button along the bottom of the Diagnostics window. After a short period of time, you will receive a notification in the top-left corner informing you that your E-File is Created.  Afterwards, click on the Send E-Files tab and you will find your created e-files listed here and ready for sending. 

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

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

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. "

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.  

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.

For a form to be included in a template, you must mark an item as required or make an entry in a field. To mark an entry as required, put your cursor in that field, and then press CTRL+SPACEBAR.   For example, if you want to add Schedule D to a Form 1040 template, you might mark line 1A as required.  

The Forms Tree is the pane on the left when you have a return open. This window shows you detailed information about the forms in your return, more specifically which returns have been completely filled out, which require more information, and which aren't being used in the return.                                                     The return cannot be filed if there are any forms marked red in the Forms Tree. Forms that are not being used should be looked over, if they are not needed in the return it might be best to remove them.  You may add forms to the return by clicking on the + button at the top of the Forms Tree, you may also remove forms by clicking on the - button. This will present you with a list of forms in the return that are available for removal. Select the form(s) you want to remove and click Delete.                                                     Lastly, you may also print your return or specific forms with the Printer symbol at the top of the Forms Tree. Keep in mind that this will not send the print job directly to your printer, but will instead prompt you to view and download a PDF version of the return or forms you printed.    

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

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

You will not be able add the client letter to the print packet in SureFire Web Version. To print a letter for a SureFire Web Version client letter do the following: 1. Open a tax return. 2. Click Client Letters. 3. Select a letter from the Custom Templates or Predefined Templates. 4. Click Print Letter. 5. Make any changes to the print properties if applicable, and click Print. 6. Click Close to exit out of the Client Letters.

Log in to SureFire Web Version : Click on Start a new Return Enter the SSN from the previous year (twice as required) Click on Go to Tax Forms Click on Carry Forward Prior year data Popup message will let you know Carryforward data exist for the client Select the option to carryforward the data. Repeat the steps for all returns that were e-filed in the prior year.

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?

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?

A quick way to find out if any of your Social Security benefits may be taxable is to: Add one-half of your Social Security benefits to all your other income, including any tax-exempt interest. Compare the total to the threebase amounts below: $25,000 - for single, head of household, qualifying widow or widower with a dependent child or married individuals filing separately who did not live with their spouse at any time during the year $32,000 - for married couples filing jointly $0 - for married persons filing separately who lived together at any time during the year If your total is more than the base amount for your filing status, then some of your benefits may be taxable. For more on this topic visit IRS.gov.   Notes: Social security benefits include monthly retirement, survivor, and disability benefits. They do not include Supplemental Security Income (SSI) payments, which are not taxable. Whether or not your Social Security income is taxable depends on your total income, including your Social Security plus any other income. Generally speaking, if your only income is Social Security, you probably don't make enough money to be required to file a federal tax return. For those with additional sources of income, the key figure is the Modified Adjusted Gross Income (MAGI). The MAGI includes half of your Social Security, plus other sources of income. Once your MAGI exceeds the base amount for your filing status ($32,000 for Married Filing Jointly, otherwise $25,000), at least part of your Social Security income becomes taxable. The taxable portion of your Social Security income increases once you reach additional MAGI threshholds.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo determino si mis Beneficios del Seguro Social (SSA-1099) estn sujetos a impuestos en SureFire Web Version?

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 .

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 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?

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

Check the box "Check to take calculations offline 16

Step 1 - Export the returns from Client ID XXX (XXX is the Client ID you are moving the returns from) Login to the prior year TWO as the Admin user. Go to Tax Returns View More Actions Export Returns Select All and click Export. TWO will create a zip file with all the returns files showing as J files to upload/import. There will be a password for the files sent to the admin email address. Click on the link to download the zip file when it ready. Go to the download location, right click and extract the files. Enter the password from the email to complete the extraction. Highlight all the J files and right click Send to Compressed Zip folder. Rename the folder or leave it as the J file that was used to auto name the file. Step 2 - Upload the files to Client ID XXX(XXX is the new Client ID (CID) you are moving the returns to) Login to the Solution Center under the new CIDhttps://support.SureFire.com/ Click onDownloads Conversions. Locate the heading "Upload Converted Files to SureFire Web Version"" Click on choose files

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?

This videocovers resetting the SureFire Support Site password.       Resetting Admin Password   If the admin user forgets their password prior to failed login attempts:   Click the Forgot username or password? link provided on the login screen. On the Reset Password screen, enter your Client ID and Username, and clickNext. SureFire displays message to check your email. The admin user will receive an email with a temporary password. Return to the login page of SureFire Web Version or Support Site,and use the temporary password to log in to SureFire Web Version or Support Site. You will be prompted to change the password.   How to access the Password Center in the SureFire Solutions Center? Please go to the SureFire Solutions Center (You do not need to log in to access the Password Center) You will see detailed instructions on how to reset the password of the SureFire Solutions Center, SureFire Install Version and SureFire Web Version, these instructions include videos.

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?

Using Admin,log in to SureFire Web Version. Click Manage Users. SureFire Web Version will display the User Manager window.   Select the user name,click Edit.   SuperUser and Licensed User roles must be on the Assigned Roles section to create a tax return and e-file.   When finished, click Close.   SureFire Web Version will display the Message from webpage window. Click OK.

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.

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?

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.

Log in to the Tax year you want to log in under and make sure your under the ADMIN username (only ADMIN can export data) Once logged in click on ALL CLIENTS On the top right of your Client List, you will see "Manage Return List" click on this Then click on CUSTOMIZE COLUMNS Find the Address and CLICK AND MOVE it onto the screen with the other COLUMNS Now you will see the address listed, and you can now go bottom right corner of Return/Client List and click Export CSV/XLS

Login to the Tax year you want to log in under and make sure your under the ADMIN username (only ADMIN can export data) Once logged in click on ALL CLIENTS On top right of your Client List you will see "Manage Return List" click on this Then click on CUSTOMIZE COLUMNS Find the Address and CLICK AND MOVE it onto the screen with the other COLUMNS Now you will see the address listed, and you can now go bottom right corner of Return/Client List and click Export CSV/XLS  

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.

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

Acknowledgements Once an e-File has been submitted, the IRS, state and bank will send an acknowledgement to let you know if the return was accepted or rejected and, if rejected, what you can do to correct the return   To view acknowledgements, use the following steps: 1. Click e-Filing. 2. Click View Acknowledgements. 3. Click the tab of the type of acknowledgement (IRS, State or Bank) you want to view. 4. Notice the Status column indicating acceptance, rejection, or sent to the IRS for each acknowledgement. 5. Click Print All to print the acknowledgement.

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

Go to Sch 1 pg 1 line 8z, enter a description and amount. You can use F9 to link to wkt 7.

Hello, Your web version has been completely set up  Please follow all instructions below to make sure you are setup correctly. Please don’t assume that it will be 100% easy for you; please read EACH step and EACH paragraph carefully!  First, you will need to log-in as the Administrator to setup your account. Once you log in, it will ask you to create a new password. The easiest way to log in with the password is just to copy 'n paste it into the password box on the website. After you are logged in, you will need to go to the top-right of the website and click where it says ADMINISTRATOR click on that then go to SETTINGS Click on Manager Users and now you will create a new username When you type a new username, you will need to also see the User Role(s) box on the right.  You will need to add the two roles of "SuperUser" AND you must set them as a LICENSED USER status. Quick Information About RolesAdministrator - do NOT set this to a preparer or even your username because you may lose access to some features as a preparerSuperUser - This allows this username to Create Returns, Create and Send E-FilesReturnPreparer - Can Only Create ReturnsInterviewer - Can Only user Interview ModeCheckPrinter - This allows this username to have ability to print checksLicensedUser - You only have so many "Licenses" to add to users so they can actually log in to the system.  If you ever get an error message saying "You are not an authorized user" this means they were NOT set as a "Licensed User"As of 2016 Tax Year, you can use the "Admin" username to preparer returns if you wish to do so for ONLY tax years 2016 and newer.  We still highly recommend just creating a separate username to create returns under for security purposes. Once you create the username, *Note - the password for the new username will be the exact same as the username itself the first time logging into the systemFor Example - If you set the new username as "jimmy" the default password first time logging in will be "jimmy".  Example 2 - If the username you created is “JoSh” with a capital “J” and also a capital "S" then the default password first time logging in will be “JoSh” with a capital “J” and a capital "S" (case sensitive)Example 3 - If the username is "RickSmith" then the password first time logging in will be "RickSmith" Lets setup your Tax Form Defaults for your office.  For this you will need to log in under your "admin" username.  Once you are logged into the system under the "admin" username, click on Administrator on the Top Right corner again, and go under Settings. Now you will need to click on Return Templates on this page. Once you click on Return Templates, you will need to create a New TemplateWe recommend for "Name" just typing in Default, and for description just putting "Default" and then making sure to check the box for "Set as default" After you Save your new template, you will see it listed.  You will need to click the Edit Icon next to the template so you can make changes Now you will see a default tax return.  Any changes you make here will affect every NEW return you do from here on out.  After you are done making your changes and save your settings you will need to make sure to click the [Assign] button and assign this template to all the users you wish to use these settings for.Great list of forms you can add to the return Main Info8879Price*Note - for the Price sheet, you don't have to itemize out all your pricing.  You can just set a flat rate for 1040.  This form will not cause a diagnostic or e-file error.  You can also change these values per return.You can do this by clicking on the (+) or Add Form on the left side where forms tree is*Note - Tax Preparers will default their own preparer information (such as PTIN information) by logging into their username and going under Settings on the top right corner and going into General Settings.  They will get the following window.  Preparer ID we recommend just setting your initials in this box.  

How to unlock/reset Admin username for Web VersionYou must goto HTTP://surefiretaxsoftware.net and on the login screen simply click on [Forgot Password] and a new one will be emailed to you How to unlock/reset a created user in Web Version You must first log into the ADMIN username in order to UNLOCK/RESET password for a Preparer username that has become "locked" After you login under ADMIN, click on [Administrator] on top right corner and click on Settings Click on [Manage Users] then find the username that is locked, or password has been forgotten and hit RESET next to it. Once you do this, the password will now be an exact copy of the Username, case-sensitive For example - if the username is BoBsToNe then the password will be: BoBsToNe After you login the first time using the default password, you will be forced to create a new, unique password  

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?.  

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

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

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.

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?

On the K1 P/S line 20 :

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

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)

If you still cannot see your printer, you may need to delete some *.dll files. To delete these files   Internet Explorer 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 the C:\Windows\Downloaded Program Files folder. Right-click the checkrndererobject.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 Internet Explorer, 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.    

The online software has been updated. E-files can now be created and returns may be printed.  This update affects the online software only and does not include the desktop software.

There are several reasons why a site may be experiencing slowness.   Below is an excerpt from the SureFire Online Requirements lesson hosted on the Practice Lab:   Cable Hi-speed - This is shared technology among an area, not a one-to-one Internet connection. If your site is in an area that has heavy Internet usage in the afternoon, you may notice the connection speed is faster in the morning than in the afternoon. A real-world example of this is if you notice your connection speed slowing down when school is out if your site is in a neighborhood community.   DSL - This is a one to one Internet connection, but the speed per computer is going to be dependent on how many computers are accessing the Internet at one time. For example: I have DSL, but if all three of our computers at home are accessing the Internet at one time, my speed can drop from 2.1 mbs to 500K depending on what the others are doing. Most companies that offer DSL offer pricing options. Typically the cheaper your monthly rate, the slower the connectivity.   T-1 - This is typically used on a campus or shared between businesses. This type of Internet speed is used by the group of sites that may have a corporate sponsorship. For example: Corporation A sponsors 26 sites in the local area. The sites share an Internet plan with Corporation A. This means that each site is allowed to use a portion of the Internet bandwidth that is coming into Corporation A.   Select the type of Internet you are using. Select the state where you are currently located. Enter your EFIN. Click Start Test.   After you click Start Test, you will see the results screen. Minimum speed recommendation is 800 kilobytes If your Internet speed is not meeting the minimum required speed then you may want to consider using Classic Mode. Classic Mode turns off entry level calculations and allows you to move through the program faster. The Classic Mode feature turns off the auto-calculation feature. The preparer will need to select Save Return to manually refresh the data in the tax return.   There are a few questions you should ask at your facility, such as:   What type of Internet Connection do you have? Do you run backups of the system? If so, around what time? Is the Internet connection a shared connection? What are the peak times at your facility?

Shortcut keys The following table details the shortcut keys available in Sure-Fire Online: Here are the keyboard shortcuts for the web version of Sure-Fire: F1: Opens the Sure-Fire help file. F3 or Ctrl+Spacebar: Estimates and un-estimates an entry. F8 or Ctrl+Enter: Overrides an entry (Override rights must be enabled). F9: Links the current line on the current form to another form. F11: Hides the internet browser toolbar. Ctrl+C: Copies the information from an entry box for future placement elsewhere in Sure-Fire. Ctrl+E: Jumps to next required entry. Ctrl+I: Inserts the information from an entry box into another entry box in Sure-Fire CTRL+P Pastes the copied text into the selected box

Issue is corrected by not allowing Browser do auto fill.   Go to Google Chrome settings Search AutoFill Turn off AutoFill for Address Close Google Chrome Open Chrome Login to Support.SureFire.com Login again to process bank products.

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

How do I reset the ADMIN user password for the Sure-Fire Web Version Tax Software?   First, you want to try and access the latest tax year by going to http://surefiretaxsoftware.net and clicking the current active Tax Year Next, you will simply click on the [Forgot Password] Next, you will enter your Client ID and the username: admin You will receive an email sent to you with a new temporary password to use.  You must copy the password BETWEEN the quotes "" and do NOT copy the quotes "" themselves apart of the password! After you have entered the new temporary password, you will be asked to create a new one.   How do I reset a password for a Username I created for myself or another employee / preparer for the Sure-Fire Web Version Tax Software? Simply log in under the ADMIN username and then click Administrator located on top right corner of the page, then go under Settings Next, simply click on Manage Users and you will get a popup to Create a New User, or you can click RESET next to the Username you wish to reset the password for.  If you need to change the email for their account, simply click EDIT next to their username.

If you want to view the current status of a sent return, the software allows you to quickly check on your returns. For Rejected returns, you can even find out why they were rejected. While signed into your online software, go to your Tax Returns tab. You should see all of your returns listed. Whether they were Rejected or Accepted will show as an underlined word.                                  A smaller window will open giving you some information about the return. You can click the blue More Info text in the window to actually open the return query in another window. You may have to sign into the software again, afterwards you will see the return query window. In this window, enter any SSN/TIN and you can view details about the return.                            

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. "

First thing to do is to login to your web based software. Once logged in go to tax returns. Next you will want to click on print returns. When you click on print returns it will pull up all of your returns. Select the one you want. Unfortunately at this time you can only creat on PDF at a time. When creating multiple PDF's it will not work properly. Once you have selected the return you can then click submit in the bottom right of the selection screen. After this it will say that the return is ready to be printed. Now you will be taken to another screen where it will tell you that it is generating the PDF. You will have to wait a few seconds while it shows in que. Leave this screen open as it will switch and say get document. When this happens you want to go ahead and click on that link. When clicking on that link it should open a new tab in your browser. If it does not, it is most likely due to not allowing pop ups for the site. If you have a little emblem with a red x, you will want to click on that to allow pop ups for this site. If your pop up wasnt blocked you will now be able to see the new tab that will have your selected tax return. If it doesn't load right away, be patient it will generate after it load the information. Simple click on the download arrow to save it to your computer. After this you want to select where you want the file to be saved. once that is done click save. Now you have saved a PDF to your computer.

When seeing the Send Failed message after attempting to send an e-File, this is usually due to one of two reasons: The first reason is there is a state entered twice onto the Main Information sheet in the return. Simply make sure the state is entered only once and re-create the e-File for the return.                   Another issue could be that the current account signed into the SureFire program has been deactivated. If you believe this is the case, please contact us at 866-686-7211 for assistance.

When you are signed into the Online Check Printing website for the first time, you will need to ensure that your printer is setup to print your checks correctly. You can follow these steps to ensure that your printer is ready to go on day one. First, sign into the OCP website. Once signed in, navigate to Configure Printer. When first setting it up, choose the orientation that describes the way you would load paper into your printer. Next, leave the offsets at 0 to get a base of where your printer is printing at stock settings. Next, load normal, blank paper into your printer and print out the check template. Take the template and a blank piece of check stock, while holding them together up to a light source, see if the text from the template lines up with their designated locations on the stock. If you need to, navigate back to where you can adjusts the offset and change as needed. Note: Negative numbers will move the stock left for Horizontal and down for Vertical. positive numbers will move the text to the right for Horizontal and up for Vertical. Increments of 10 will move the text a total of one inch.

Many state returns will ask for county-specific codes that are not listed directly on the form. To find these codes, simply click on the ? symbol in the top-right corner of your screen and click State Help.                                                                          

Our TW Online Development team noted that this issue is resolved. if this is not accurate.

The workaround is to input at least $1 of income into the return and this will allow the e-file to be created.

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.

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

You cannot edit or delete a template in either production or training that was sent by another location. You can create a new template based on the Master Template. Detailed instructions for creating or modifying templates can be found by clicking the Training Sessions 

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

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

  To help highlight some of the features in our software we have put a small tutorial together. After logging in to the demo we recommend setting the default user up.  First, click on the top right under the demo username you are using. Then go down to settings. Once in the settings, you will only get one option for selection. The general settings. Click there and you will be taken to the next screen.                                                             From here we can set up your default preparer. Just check the override default return template box.                                 Once you check that box you can then fill it out with your default information. For example, I used Frank Sinatra. Now that that is filled out, let's go to the dashboard and start a new return. For my dummy return, I used 010101010. You can use whatever number you want for the demo, just remember that the SSN must match to start a new return. Now if you scroll down to the bottom of the main info sheet you will see the defaulted information.

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?

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.

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.