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2.  CrossLink 1040 

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Articles in this section

• 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 - Customizing the Disclosure and Privacy Letters

2 years ago

Updated

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Follow the instructions below to successfully customize the letters:

1. Click Setup > Client Letters.

2. In the Client Letters pane, click Privacy Letter.

3. In the Sections panel, click the area you want to customize.

4. Make the necessary changes and then click Save on the File menu.

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