Support CenterSureFire: Frequently Asked Questions
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.
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