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This article demonstrates how to generate your TaxPass App ID/QR Code in order for your customers to link directly to your USERID. |
In this article:
Generate TaxPass
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ID for CrossLink 1040
Generate TaxPass
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ID for CrossLink Online
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Generate
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TaxPass
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ID
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for
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CrossLink
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1040
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Follow the instructions below to activate your TaxPass
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ID/QR Code for CrossLink 1040:
1.
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Log in to CrossLinkTax.com.
2. Click Support > Mobile Site Management.
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3. Click the Green Plus icon to generate your QR Code/TaxPass ID.
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You can also Add your logo and Edit your tax office contact info from this section.
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Generate TaxPass ID for CrossLink Online
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Follow the instructions below to activate your TaxPass App ID/QR Code for CrossLink Online:
1.
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Log in to Crosslink Online or Crosslink Online Co-Branded with the Manager login.
2. Click the Profile Menu.
3. Click Generate TaxPass ID from the Profile Menu, or (continue to Step 3).
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3. Select Office Settings.
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4. Select TaxPass Application.
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5. Select Generate ID.
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You can also add an email address to receive TaxPass notifications and upload a customized TaxPass App logo.
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