Support CenterHow can I export forms from PaperlessPLUS Premier and import them into my tax program?
Users
In the Active Clients cabinet, select the client you want to export.
Do one of the following:
Click Export on the toolbar.
Click Actions Export.
Select the tax year in the drop-down list.
If necessary, browse to the preferred export location.
Note:Your installation path is used. To review it,click Tools Options Premier Export.
Select the check box next to the client folder to select all forms listed under the client folder, or select individual forms to export.
Note:Multiple clients can be selected and their applicable tax forms will be exported simultaneously. However, you will not have the option to select which of the applicable files will be exported, as allapplicable tax formswill be exported
Click Export.
Open and create the client's tax return.
Click Returns Import Data PaperlessPLUS.
Enterthe Tax Identification Number. Dashes are not needed.
Click Import.
SureFire Users
In the Active Clients cabinet, select the client you want to export.
Do one of the following:
Click Export on the toolbar.
Click Actions Export.
Select the tax year in the drop-down list.
If necessary, browse to the preferred export location.
Note:Your SureFire installation path is used. To review it,click Tools Options Premier Export.
Select the check box next to the client folder to select all forms listed under the client folder, or select individual forms to export.
Note:Multiple clients can be selected and their applicable tax forms will be exported simultaneously. However, you will not have the option to select which of the applicable files will be exported, as allapplicable tax formswill be exported
Click Export.
Open SureFire and create the client's tax return.
Note: The client's name and Tax Identification Number has to be in the return prior to importing.
Click File Import Import Return Data.
Notes
Only forms W2, 1099-MISC, 1099-R, 1099-DIV, and 1099-INT may be exported.
Forms K1 may also be exported, but only if the data was extracted from a 2-D barcode.
Tax forms must be processed in order to be available for export.
Tax data can only be exported from Active Clients.
Additional Information
Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo puedo exportar formularios de PaperlessPLUS Premier e importarlos a mi programa de impuestos?
Tags: install,setup