Support CenterHow to create Taxpayer Reminders in SureFire?
Note: This method of flagging last year's clients is available for all types of returns.
To create taxpayer reminders for last year's clients, use the following steps:
In order for the taxpayer reminders to work properly, you must have a note entered on the Preparer Use Form in SureFire xx ( Prior Year)
In SureFire current year, point to the Tools menu, select Carryforward and select Prior Year Data.
SureFire displays the Carry Forward Prior Year Data dialog box.
Make sure the Create taxpayer reminders check box is selected and click OK.
Follow the steps to carryforward your prior year data.
Click Start a New Return and enter the SSN or TIN.
SureFire displays a confirmation box.
Click Yes to load the carryforward data.
SureFire displays the Taxpayer Reminder.
Click OK and the return opens.
Notes:
By default, SureFire displays the Taxpayer Reminder each time the return is opened. You can deselect the check box on the General tab of the Setup Options if you do not want the reminder shown each time the return is opened.
If both a Flips file and Prep use reminders are present for a return, the Flips file reminder is displayed first, followed by the Prep Use reminder.
Additional Information:
Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo crear Recordatorios para Contribuyentes en SureFire?
Tags: install,setup