Support CenterHow do I create a user-defined history list in SureFire?
To create a user-defined history list, do the following:
Log in as the Admin useror as a user with appropriate rights.
Click Tools Edit Tax Form Defaults.
Double-click the tax package you want to use.
Click Yes on the confirmation message that reminds you changes only affect subsequent returns.SureFire displays the Main Information Sheet or page 1 of the main form.
Right-click the field for which you want to create a user-defined history list.
SureFire displays a shortcut menu similar to the following:
Click Edit History List.
The following illustrations depict creating a user-defined history list for the Preparers Use field 3 on the Preparer Use Form of the 1040 package. You can use the same steps to create a user-defined list for any field, provided the field does not already have a pre-defined history list.
SureFire displays the User Defined History List window.
Type each item you want to add in the Add an item to the list box and click Add.
SureFire displays the items you added in the list.
Make any modifications to the list you have created by choosing from the following options:
When you finish adding items to the list, click OK.
SureFire closes the User Defined History List window and returns you to the open form in Edit Tax Form Defaults mode.
The illustration below shows the user-defined list created in this example:
SureFire saves your user-defined lists in a file that can be copied, moved, or deleted using Return Explorer. You can use Return Explorer to copy the file to or from a removable disk, which enables you to copy the lists to other non-networked computers in your office. A user-defined history list file is identified by the *.uhl extension.
The Edit History List feature is available in actual tax returns to the Admin user or a user with appropriate rights.
Additional Information:
Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo crear una lista de historia definida por el usuario ( User Defined History List ) en SureFire?
Tags: install,setup