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• Crosslink 1040 Exporting Restricted Field Codes

• 1040 - Printing Checks

• 1040 - Electronically Filing Federal and State Returns

• 1040 - Capturing a Signature on Topaz

• 1040 - Adding an External Document to the Archive

• 1040 - Keyboard Shortcuts

• 1040 - Adding a State Return

• 1040 - Status with Prep Fees Report

• 1040 - Status by Modification Date Report

• 1040 - Printing a Client Telephone List

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1040 - Use SSN or EIN for File Name When Saving Returns to .PDF

10 months ago

Updated

By default, the software will use the Last Name (1040)/Business Name (Corp) when saving a PDF copy of the return. This article will guide you on how to set up the software to use the primary SSN or business EIN as the default file name.

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