Support Center

<- Back to Main Page

How I can enter Preparer ID in SureFire and what it is? - What do I enter?What is a Preparer ID

---

The Preparers ID can be any combination of letters and/or numbers, such as the preparers first name, initials, or SSN. This entry is case-sensitive. In order for SureFire to recognize the Preparers ID, you must enter it exactly the same way it was entered originally. For example, if the Preparers ID was originally entered as Sadie, SureFire will not recognize SADIE or sadie

 

1. Log onto SureFire 2017 as the Admin user

2. Click on toolsSetup/Setup Assistant

3. Click on Setup\Setup Assistant

4. Add the preparers on the preparer information tab

Provide the preparer with the preparer ID. They will enter the ID on the 8879 or on the main info and the preparer information will be pulled in on the return.

Tags: install,setup