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How to start a New Return in SureFire


This information includes steps for the 1040 individual package. Some steps may vary slightly, depending on the package you use.

 

To start a new return, use the following steps:

 

Do one of the following:

Click the Start a New Return link on the home page.

Click the File menu and click Start a New Return.

Press the Ctrl+N keys.

Enter the primary Social Security Number for the tax return in the SSN box and press the Tab key.

If you are not carrying forward prior year data, enter the SSN again in the Re-key SSN box and click OK and the return will open.

If you carried forward prior year data for the SSN, SureFire displays a message box similar to the following:

 

Click Yes to load carry forward data.

If there is carry forward data and you select Yes to load it, the return loads at this point and you do not have to re-key the SSN.

Note:

By default, the Use SSN to name file feature is enabled. If this check box remains selected, SureFire automatically inserts the SSN in the File name box. If this check box is de-selected and the feature is disabled, you must enter a different file name in the File name box.

By default, the Prompt if Return not Carried Forward feature is disabled. If this check box remains deselected, you will not receive a prompt when starting a new return with a taxpayer SSN that was used in a return last year, but not carried forward. If this check box is selected and the feature is enabled, you will be prompted when you start a new return with a taxpayer SSN that was used last year.

 

Click Yes to carry forward and load data into the new return.

 

 

 

 

Additional Information

 

Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo empezar una declaracin de impuestos nueva en SureFire?



Tags: federal,form,install