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Tags: web,setup
Web Demo Defaults
📚 What This Guide Covers
This tutorial shows you how to set up default preparer information in the Web Demo of the SureFire software.
- Settings - Accessing the general settings menu
- Overrides - Setting up a default return template
- Verification - Starting a new return to see the defaults in action
📊 Step-by-Step Guide
Step 1: Access Settings
Click on the demo username in the top right corner and select Settings from the dropdown menu.
Step 2: General Settings
Click on General Settings to proceed to the next screen.
Step 3: Enable Template Override
Check the box for Override default return template.
Step 4: Enter Default Info
Fill out the template with your default preparer information.
Step 5: Start a New Return
Go back to the Dashboard and click Start New Return.
Step 6: Enter SSN
Enter a social security number (e.g., 010101010) to begin the return.
Step 7: Verify Defaults
Scroll to the bottom of the Main Info sheet to see your defaulted information automatically filled in.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: web,setup