Support CenterHow do I export returns from SureFire Web Version (TWO) so the data can be carried forward in SureFire Install Version?
SureFire Web Version gives you the ability to export return data. The exported filecan then be used to carry forward data in SureFire Install Version andcreate returns for the next tax year. The exported file is password protected and encrypted. An email containing the password will be sent to the email address on record for theAdmin. The email address for theAdmin can be verified inSettingsManage Users. ClickEditon the row for theAdminuser name to view or change the email address.
Note: The following steps with images are available starting on page 40 in the TWO User Guide that is located on the Help menu in TWO.
To export returns, do the following:
Log in as theAdmin. This option is only available forthe rootAdmin, not a user with theAdministratorrole.
ClickTax Returns.
In theView More Actionslist, clickExport Returns.
Select the returns and clickExport.
To export all returns, clickSelect All.
ClickOK.
On theExport Return Statuswindow, do one of the following:
ClickCloseto continue working in SureFire Web Version and run the export in the background. Continue to step 7.
Wait for the export to completeand click the link to download the export. The name of the ZIPfile contains thedate and time the export was created. Continue to step 9.
If the status of the export is not complete, clickCloseand go back to step 3.
In theView More Actionslist, clickExport Returns Status.
Click the link to download the completed export. The name of the ZIP file contains thedate and time the export was created.
If the status of the export is not complete, clickCloseand go back to step 3.
Depending on your browser, the steps to open the downloaded filesvary. Once the files are open, clickExtract all files.
ClickExtract.
From the email that is sent to the Adminuser, copy the password into thePassword neededwindow.
ClickOK. If SureFire Install Version is installed and you want to make the return export data available, continue to step 13. If not,note the location of the files or copy them to a new location.
If you had documents or images associated withyour returns usingVault, you will see a Documents folder in addition to the return files. The Documents folder will contain sub-folders for each return containing the documents or images. These files will not be accessible in SureFire Install Version.
Select and copy all the files in the downloaded folder.
Browse to the drive where SureFire Install Version is installed and double-click theUTS(XX)folder (where XX stands for the year to import the date).
Double-click thePROFORMAfolder.
Right-click and paste the files.
You are now able to complete the carry forward process in SureFire Install Version.
Login as the Preparer user to create a new return, this will prompt a window asking for a carryover data, click yes and the return will load.
The exported file that you created will be available in SureFire Web Version for fivedays, or until a newExport Returnssession is initiated. The file is shown on theView More Actionslist asExport Return Status.
Additional Information
Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo exporto las Declaraciones de SureFire Web Version (TWO) para que los datos puedan ser trasladados a SureFire Install Version?
Tags: install,web,setup,getting-started