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Creating User-Defined Drop-Down Lists

🔍 Creating User-Defined Drop-Down Lists

This guide shows you how to create a drop-down list for a non-calculated field in SureFire Tax.

📊 Step-by-Step Guide

You can do this for any field whose entries are not pre-defined by SureFire. All users are able to see the lists created by the Admin user.

To create a drop-down list for a non-calculated field:

Log in as the Admin user.
On the Tools menu, select Edit Tax Form Defaults, and the choose the appropriate package.
Right-click the field for which you want to create a list, and then select Edit History List.
Create the list you want, and then click OK.
Repeat steps 3 and 4 for any additional field lists

❌ Common Errors

If you don’t see the list options you expect, double-check that you are logged in as the Admin user and that you selected the correct package under Edit Tax Form Defaults.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket

Tags: install,setup