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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

Or submit a support ticket



Tags: install,setup