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1040 - Auto Fill the Preparer Information
1 year ago
Updated
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| Info |
|---|
This article demonstrates how to |
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set up CrossLink 1040 to automatically complete the preparer information in a tax return. |
Follow the instructions below to successfully configure CrossLink 1040 to automatically add the preparer's information on a tax return:
Login to CrossLink 1040 with Admin Rights.
Click Database > Paid Preparers.
Next to the user whose information is to be used as a default, note the value in the Preparer ID column.
Click Close to close the Paid Preparers window.
Click Setup > Login Accounts.
Select the login used for the preparer selected in step 3 and click Edit.
In the Preparer Shortcut ID field, type or select from the list, the shortcut ID noted in step 3.
Click OK to save the changes.
| Tip |
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CrossLink 1040 will now auto-populate the preparer's information when creating new tax returns. |
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