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Tags: install
EIN database
📚 What This Guide Covers
This guide explains how to carry information forward to next year using the EIN database in SureFire Tax Software.
⚠️ Before You Begin
You will need access to SureFire and the Tools area where Utilities/Setup Assistant is located.
📊 Step-by-Step Guide
Step 1: Open Utilities / Setup Assistant
From the top menu, go to Tools, then select Utilities/Setup Assistant.
Step 2: Start Setup
In the window that appears, select Setup, and then choose Setup Assistant.
Step 3: Transfer configuration from last year
On the left side, find Configuration Settings and transfer your information from last year.
Step 4: Import/export (if applicable)
It can also be imported/exported within the software.
❌ Common Errors
Note: The EIN database cannot be manually edited.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install