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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

Or submit a support ticket



Tags: install,web,setup,getting-started