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1040 - Installing State Packages
2 years ago
Updated
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This article explains how to install state packages for the CrossLink 1040. |
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To prepare a state return, the state package for that state must be installed.
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Follow the instructions below to successfully install a State package:
Method 1 - Install the State Package from within CrossLink 1040:
1. Create/Open a tax return.
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4. Select the State form to be added.🖐 Note:
If the state is not currently installed, a dialog will open indicating the state package has been queued for delivery.
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5. Click OK > Close.
6. Click Close on the toolbar.
7. Click Transmit on the toolbar.
🖐 Note: If
If there are any tax returns in the queue that are not to be transmitted at this time, they can be unselected by clicking Filter.
8. Click Transmit. The state package will be downloaded.
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13. The state package is now installed.
Method 2 - Install the State Package using the Web Portal:
1. Open an internet browser and navigate to Web Portal.
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9. Click Transmit on the toolbar.
🖐 Note: If
If there are any tax returns in the queue that are not to be transmitted at this time, they can be unselected by clicking Filter.
10. Click Transmit. The state package will be downloaded.
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14. The state package is now installed.
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