Logging In
Logging Into the Cloud Client (Hosted)
Windows Security Login Attempt Failed
Software Navigation
Accessing Reports in the Tax Software
Adding Reports To Quick Reports List (WIP)
Checking the Status of a Tax Return
How to Upload a Binary Attachment
How to Locate Your CrossLink User ID
How to Copy a Tax Return to Training
How to Process a Payment in the Tax Software
Discounting a Tax Return on the Invoice
Printing & Signing
Printing and Signing a Tax Return (Hosted)
Printing Checks from the Tax Software
Printer Not Showing? Cloud Client Users (Hosted)
Saving a Return From Document Archive
How to Sign a Tax Return (Signature Pad / Hosted)
Capturing a Paid Preparer Signature (Hosted)
Capturing an ERO Signature (Hosted)
Printing Acknowledgment Letters
Capturing a Paid Preparer Signature (Desktop)
Capturing an ERO Signature (Desktop)
Interview Mode
Adding Forms in Interview Mode
Transmitting
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Software Navigation
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Printing & Signing
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Interview Mode
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Transmitting
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