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1040 - Reduce the Number of Pages Printed when Printing Final Return
1040 - Bank App Does Not Appear on Return When Choosing a Bank Product
1040 - Change Access level to view or not view Non Owner Returns
1040 - Create and Assign a User Created Status Code
2 months ago
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Do you want to add a custom status for your tax returns? This article will demonstrate how to create and add a user-created status code. |
Overview
Create a New User-Created Status Code
Assign a User-Created Status Code
Follow the instructions below to successfully create/add a user-created status:
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Create a New User-Created Status
1. Log into CrossLink 1040.
2. Click Database > User Status Code.
3. Enter the new "Status" in the Status Code field and click Add.
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4. Enter a Description and click Save.
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Assign the Status to the Tax Return
1. Open a tax return.
2. Click Information and Status from the Attached Forms.
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4. Select the User Status Code.
5. Click OK.
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