Image Description Support Center

Our Support number is: 1-800-516-9442
<- Back to Main Page

How do I modify existing preparer information for use on the tax return using SureFire?


The Preparer Information screen in Setup Assistant allows you to enter ERO/Preparer Information to be displayed on the Main Information Sheet or Form 8879 for 1040 returns.

 

You must be logged in asthe Admin user to accessthe Setup Assistant.What is SureFire Setup Assistant?

 

To modify existing preparer information for use on the tax forms, do the following:

 

Select the preparer you want to modify.

 

Click the View/Edit button.

 

Change any necessary information and click OK.

 

SureFire allows you to select a default preparer and default ERO. To do this, click the drop-down list below Default Preparer and/or Default ERO and select the one you want to be entered on your Tax Form Defaults.

 

 

 

 

Additional Information

 

Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo modificar la informacin de un preparador existente para usarla en una declaracin de impuestos en SureFire?



Tags: federal,form