Support CenterNon-Returning Client Report for SureFire
🔍 Non-Returning Client Report for SureFire
This article explains the requirements you must follow to get an accurate Non-Returning Client Log.
⚠️ Requirements for Accuracy
In order to get an accurate Non-Returning Client Log you must follow the steps below.
Before you start preparing live tax returns for this tax season you must run Carry Forward Prior Year Data from the Tools menu on all your returns.
📊 Step-by-Step Guide
Step 1: Run Carry Forward Prior Year Data
Use this when you need to ensure your Non-Returning Client Log is accurate.
Before you start preparing live tax returns for this tax season, run Carry Forward Prior Year Data from the Tools menu on all your returns.
Step 2: Understand the J file that is created
Use this to know what the carry-forward process generates and where it is stored.
This procedure creates a "J file"" for each tax return you carry forward.
The "J file"" contains the data carried forward and is stored in the UTS15\Proforma sub-directory.
"J files"" get their name from the fact that the first character of the file name is the letter J.
Step 3: When you started each new return for a prior year client
Note: The original article includes this heading, but no additional instructions were provided.
When you started each new return for a prior year client
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,setup