Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Skip to main content

...

  1. CrossLink Professional Tax Solutions 

  2.  CrossLink 1040 

  3.  Using CrossLink 1040

Top of Form

Bottom of Form

Articles in this section

See more

1040 - Adding an External Document to the Archive

1 year ago

 

Updated

Info

This article demonstrates how to add an external document (photo, word doc, etc.) to the Document Archive in a return.

 

Note

...

Max file size depends on the software year:

  • Xlink 11 and 12 - 1mb

  • Xlink 13 and 14 - 2mb

  • Xlink15 and above - 5mb

 

Follow the instructions below to successfully add an external document to the document archive:

  1. Open a return.

  2. Select Document Archive from the Attached Forms.

  3. In the Archived Documents Listing window, click on Import Document.

  4. On the Document Import screen click on the ellipsis (three dots) button.

  5. Select the file to be attached and click Open.

  6. In the Description field enter a brief description of the document being attached.

  7. Select the type of document you are attaching from the list.

  8. Click Ok to import the document.

 

 

 

 

 

Was this article helpful?

Yes No

0 out of 1 found this helpful

Recently viewed articles

Related articles

© CrossLink Professional Tax Solutions, LLC. All rights reserved. | KB Home | 800.345.4337 | Contact Us

Terms and conditions, features, support, pricing, and service options subject to change without notice.
Privacy Policy | Website Terms of Use | Social Media Disclaimer | SMS Messaging Terms