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How do I create or edit the Return Stage options list in SureFire?


A Usercan create a special user-defined history list called the Return Stage Options list.

 

This list enablespreparers to assign a stage to a return, such as Missing W2, Missing Spouse Signature, Paid in Full, or whatever meetsbusiness needs.

SureFire will display theReturn Stage asa column on the Existing Tax Returns window when selectingreturns for editing, printing, or creating e-files.

SureFire willdisplay the Return Stage on the Query Results window for each tax return.

 

 

To create oredit the Return Stage List, complete the following:

 

Log in as the Admin userto create this list.

Click ToolsEdit Tax Form Defaults.

SureFire will display the Edit Tax Form Defaults window.

Select the package you want, then click OK.

SureFire will display theConfirm window.

Click Yes to continue.

ClickReturn Stage Edit Return Stage Options.

Enter ormodify the options list.

Whenfinished entering ormodifying list entries, click OK.

SureFire addsentries to the Return Stage Options list.

 

 

 

Additional Information

 

Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo creo o edito la lista de opciones de Return Stage en SureFire?



Tags: install,setup