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Copying tax form defaults between users
🔍 How to Copy Tax Form Defaults Between Users
This guide explains how to copy tax form defaults from one user to another in Sure-Fire.
📊 Step-by-Step Guide
Step 1: Log in as Admin
Log in to Sure-Fire as Admin.
Step 2: Open Setup Options
On the Tools menu, select Utilities/Setup Options.
Step 3: Return Explorer
Select File, and then click Return Explorer.
Step 4: Choose Tax Form Defaults
In the Show drop-down menu, select Tax Form Defaults.
Step 5: Select the source user
In the Look in box, choose the user name from which you want to copy files.
Step 6: Choose the copy action
In the Action drop-down box, select Copy Files to Another Location.
Step 7: Select the destination user
In the Copy to drop-down box, select the user name to which you want to copy the tax form defaults.
Step 8: Click Copy
Click Copy at the bottom of the window.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
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