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How do I make the e-file button available if it is greyed out in SureFire?


🔍 How do I make the e-file button available if it is greyed out in SureFire?

If the e-file button appears grey and won’t click after you run Diagnostics, this guide will help you identify the cause and fix it.

⚠️ Before You Begin

You may need to:

  • Log in as an Admin to update a user’s security group.
  • Open the state form for the return if the state must be paper filed.

🧩 What’s Happening (Problem & Cause)

Problem: The e-file button appears grey and is unclickable after running Diagnostics in SureFire.

Cause: This can occur when:

  • The active user doesn’t have the necessary rights to create an e-file. Users’ rights are determined by their security group.
  • The state return needs to be paper filed.

📊 Step-by-Step Guide

Step 1: Check and update the user’s security group (if needed)

Use this when the e-file button is grey because the user doesn’t have rights to create an e-file.

  1. Log in as Admin.
  2. Click Tools Utilities/Setup Assistant Setup Setup Assistant Groups Users.
  3. Select the User name that doesn’t have rights to create an e-file.
  4. Click View/Edit.
  5. On Assigned Group list, select SuperUser.
  6. Click OK Save and Close.
  7. Log in as the user that was trying to create the e-file.
  8. Open the desired return and click Diagnostics.
  9. The e-file button should now be visible and function as expected.

Step 2: If Diagnostics says the state must be paper filed

Use this when you run Diagnostics and receive a message that the state return must be paper filed.

  1. Open the state form.
  2. Select the No checkbox for the question Do you want to electronically file this return?
  3. Run Diagnostics.
  4. The e-file button should now be visible and function as expected.

âś… Success!

After completing the steps above, the e-file button should be visible and function as expected.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install,setup