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  1. CrossLink Professional Tax Solutions 

  2.  CrossLink 1040 

  3.  Using CrossLink 1040

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1040 - How to locate the status of a Bank Application

2 years ago

 

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This article explains how to look up information on a client’s Bank product application from within CrossLink 1040.

 

Follow the instruction below to successfully locate the status of a bank application:

1. Click Quick on the toolbar. 

2. On the Query Return Status window that opens, enter the desired SSN and press the Search button.

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3. Click on the Bank Application tab to see the Bank Status for this return.

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