Why am I unable to create e-files in SureFire? - After running diagnostics, the e-file button is greyed out.
🔍 Why am I unable to create e-files in SureFire? - After running diagnostics, the e-file button is greyed out.
SureFire Web Version users are unable to e-file individual returns from the desktop program. SureFire Web Version users should use the Mark to Transfer button to transfer the return to SureFire Web Version before e-filing.
⚠️ Before You Begin
Ensure the active user is assigned to a security group that can create e-files. Users assigned to the Preparer group cannot create an e-file.
📊 Step-by-Step Guide
Step 1: Log in as Admin
Use this when you need to access setup and security settings.
Log into SureFire as Admin.
Step 2: Open the Setup Assistant
Use this to reach the user group assignment area.
Click Tools Utilities/Setup Assistant.
Step 3: Start Setup Assistant
Use this to begin editing setup options.
Click Setup Setup Assistant.
Step 4: Go to the Groups Users tab
Use this to find the specific user who cannot create e-files.
Select the Groups Users tab.
Step 5: Select the user and open View/Edit
Use this to edit the security group assignment for the user.
Select the user that is unable to create e-files then click View/Edit.
Step 6: Assign the correct security group
Use this to grant permission to create e-files.
Select SuperUser or ReturnManager from the Assigned group list and click OK.
Step 7: Save changes
Use this to apply the updated permissions.
Click Save and Close.
✅ Success!
Note: This user will now be able to create e-files.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,web,setup,getting-started
Support Center