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1040 - Auto Complete EFIN and ERO
1 month ago
Updated
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This article demonstrates how to configure CrossLink 1040 to automatically complete the EFIN/ERO information in a tax return. |
Follow the instructions below to successfully configure CrossLink 1040 to auto-complete the EFIN and ERO information:
1. Log in to into CrossLink 1040 with administrator rightsAdministrator Rights.
2. Click Setup > Office Setup.
3. Select the E-Filing tab.
If the EFIN is present in the Default EFIN field:
4. Make a note of the EFIN.
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If the EFIN is not present in the Default EFIN field:
5. Enter the desired default EFIN in the Default EFIN field.
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7. Click Database > EF Originators.
If the EFIN from step 4 exists in the EF Originators list:
8. Skip to Step 12 below.
If the EFIN from step 4 does not exist in the EF Originators list:
9. Enter the EFIN from step 4 in the ERO’s EFIN field and click Add.
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11. Click Save.
12. Click Close.
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Congratulations 🎉 the software is now configured to automatically complete the EFIN information on all new tax returns. |
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Existing returns will contain the EFIN information that existed when they were created. You can refresh the EFIN on the returns to get the updated EFIN record |
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