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How do I install federal


πŸ” Title: How do I install federal

To download and install federal, state, and bank modules for SureFire:

⚠️ Before You Begin

Please note the following before you start:

  • Make sure SureFire is closed on all workstations before running the downloaded installer.

πŸ“Š Step-by-Step Guide

Step 1: Open the SureFire Solution Center

Use this when you need to download the modules.

Navigate to the SureFire Solution Center.

Step 2: Log in

Use this to access downloads for your account.

Log in using your Client ID, Username, and Password.

Step 3: Go to Downloads

Use this to find the module updates.

Click Downloads at the top of the page.

Step 4: Choose the correct module type

Use this to download federal, state, or bank modules.

Do one of the following:

  • For federal modules, click Product Updates.
  • For state modules, click State Updates.
  • For bank modules, click Bank Updates.

Step 5: Select the correct tax year (if needed)

Use this to ensure you download the correct year’s modules.

By default, the current year will be selected on the next page. To download modules for a prior year, select the appropriate year from the dropdown list as seen below:

 

 

πŸ“ Note

When switching between pages, the year will always default to the current tax year. For example, if you are downloading 2019 Federal Updates and navigate to the State Updates page, you will need to select 2019 again in the dropdown list.

Step 6: Download the module

Use this to start the download for the module you want.

Locate the module that you wish to install and click the download icon beside it.

 

 

πŸ“ Note

The release notes icon contains the release notes for the adjacent module. Release notes document important information about the module update, including addressed issues and form changes.

Step 7: Save the file

Use this to download the installer to your computer.

Click Save File.

Depending on which web browser you are using, the download should be displayed either along the bottom of your browser or towards the top-right, as seen below:

 

 

 

Step 8: Close SureFire

Use this to prevent conflicts during installation.

Make sure SureFire is closed on all workstations.

Step 9: Run the downloaded installer

Use this to begin the installation process.

Run the file that was downloaded in steps 6 and 7.

If prompted with a security warning, click Yes.

Step 10: Complete the Welcome and Install prompts

Use this to install the module to the correct computer.

Click Next in the Welcome window.

Click Install [module] to this computer.

Click Next.

Step 11: Select the SureFire drive letter

Use this to ensure the module installs to the correct location.

Select the drive letter on which SureFire is installed.

Click Next.

Step 12: Exit the Setup window

Use this to finish the installation wizard.

Click Exit on the Setup window.

Step 13: Confirm and choose ReadMe option

Use this to decide whether to view the ReadMe file.

In the Confirm Window, do one of the following:

  • Click Yes to view the ReadMe file.
  • Click No to exit.

 

 

 

πŸ“ž 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