Content Comparison

Skip to main content

...

1. CrossLink Professional Tax Solutions 

2.  CrossLink Online 

3.  Getting started

Top of Form

Bottom of Form

Articles in this section

• CLO - Service Bureau Setup

• CLO - Multi-Office Setup

• CLO - Introduction and Completing a Basic Tax Return

• CLO - Understanding the Login Type

• CLO - How to Create a Login

• CLO - Activating a New Login Account

• CLO - How to Activate Checks

CLO - Introduction and Completing a Basic Tax Return

2 years ago

Updated

This webinar recording focuses on accurately preparing a basic individual tax return – from entering the client's personal information all the way through to gathering signatures – in CrossLink Online.

...

2 out of 4 found this helpful

Recently viewed articles

• CLO - Multi-Office Setup

• Business - Importing Financial Data (.csv)

• Business - Importing Financial Data (Xero)

• Business - Supported States

• Business - Changing Entity Type

Related articles

• CLO - Understanding the Login Type

• CLO - Multi-Office Setup

• CLO - Service Bureau Setup

• 1040 - Installing CrossLink 1040

• TaxPass - Retrieve tax returns in CrossLink 1040

© CrossLink Professional Tax Solutions, LLC. All rights reserved. | KB Home | 800.345.4337 | Contact Us

Terms and conditions, features, support, pricing, and service options subject to change without notice.
Privacy Policy | Website Terms of Use | Social Media Disclaimer | SMS Messaging Terms