Support CenterSureFire: Carry Forward FAQ and Common Issues
🔍 SureFire: Carry Forward FAQ and Common Issues
This article covers common questions and issues related to Carry Forward in SureFire.
📚 What This Guide Covers
- What Carry Forward is
- How to carry forward prior year data
- How to copy prior year data into the current year return
- How to carry forward Users Groups, Tax Form Defaults, or other information
- Common error messages
- Other common carry forward issues
⚠️ Before You Begin
Before using Carry Forward, make sure you understand what data is being pulled from last year and what version of SureFire you are starting the new return in.
❓ Carry Forward FAQ
What is Carry Forward?
Use this when you need to understand what the feature does.
Carry Forward Prior Year Data pulls data from last year's return into a file that is readable by the current version of SureFire. When you start a new return for a client
How do I carry forward prior year data?
Use this when you need to bring last year’s information into the current year return.
How do I carry forward prior year data?
How do I copy prior year data into the current year return?
Use this when you need to ensure the current year return is populated from last year.
How do I copy prior year data into the current year return?
How do I carry forward Users Groups, Tax Form Defaults, or other information?
Use this when you need more than just return data carried forward.
How do I carry forward Users Groups, Tax Form Defaults, or other information?
❌ Common Error Messages
❌ Common Errors
- "No User selected. Exiting function.""
- Choosing all clients when carrying forward gives a bad package error
- I'm receiving an error message when starting a new return with carry forward information
- 113: Invalid batch form number when carrying forward prior year data
📝 Other Common Issues Questions
Is it possible to carry forward prior year state return data in SureFire (Install Version) or SureFire Web Version?
Use this when you need to know whether state return data can be carried forward in both versions.
Is it possible to carry forward prior year state return data in SureFire (Install Version) or SureFire Web Version?
Carrying forward a return with more than four dependents does not bring forward the Additional Dependent statement
Use this when dependent-related statements are missing after carry forward.
Carrying forward a return with more than four dependents does not bring forward the Additional Dependent statement
My office information is not carrying forward
Use this when office details do not appear in the new return after carry forward.
My office information is not carrying forward
Schedule E is not carrying forward in a return
Use this when a specific schedule does not populate after carry forward.
Schedule E is not carrying forward in a return
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,web,setup,getting-started