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To locate your User ID, complete the following steps:

  1. Open the Cloud Client.


    NOTE: If the Cloud Client will not open, please email us at support@crosslinktaxtech.com for assistance.

  2. The User ID will be displayed on the left side of the Cloud Client.

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  1. Login to the tax software.

  2. The User ID will be displayed on the left side of the Work In Progress Summary Page.

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