Support CenterHow do I import return data into a return in SureFire?
Import Return Data
The Import Return Data feature enables you to import pertinent data from Client Write-Up and PaperlessPLUS into an open tax return which willmake preparing tax returns for your clients easier, faster, and more accurate than ever before. In Client Write-Up, you can assign specificaccounts/balances to tax lines within the return. Client Documents and return data such as W-2s and 1099s can also be imported from yourPaperlessPLUS software.
Client Write-Up Export and Import Procedures
Assign Tax Lines in Client Write-Up by doing the following:
Open the desired client in Client Write-Up.
Click the Activities menu, click Exports, and then click Tax Export.
Note: Client Write-Up displays the General Ledger Tax Interface dialog box.
Confirm the Client Entity for that client (Individual, Corporation, Partnership, Trust, Nonprofit).
Select SureFire as the Tax Interface, then select the Tax Year.
Click Continue.
Note: Client Write-Up displays the Assign Tax Lines to General Ledger Accounts dialog box.
Drag and drop the tax line assignments from the Select List to the appropriate general ledger account in the Destination List.
Click Export (Client Write-Up selects the appropriate folder to export to).
Click OK.
Import Accounting Data
Once you have assigned tax lines in Client Write-up, use the following steps to import the accounting data into SureFire:
Open SureFire 20XX.
Start a return for the client.
With the return open, click the File menu, click Import, and then click Import Return Data.
Note: SureFire loads the data you imported from Client Write-Up into the open return.
Additional Information
Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo importo los datos de una declaracin de impuestos en SureFire?
Tags: install,setup