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  1. CrossLink Professional Tax Solutions 

  2.  CrossLink Web Portal 

  3.  Getting Started

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Web Portal - Bank Selection

10 months ago

 

Updated

Info

Central Site will automatically send EFIN records for ERO's approved by a single bank. ERO's with multiple bank applications will need to make a bank selection in the portal.

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Note

If you only applied to a single bank it is not necessary to select a bank as it will default to the only bank submitted unless there were changes made that require the bank application to be resubmitted.

 

Follow the instructions below to successfully select a bank in the portal:

1. Log in Log in to to the CrossLink Web Portal.

2. Click Office Management Bank Selection.

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4. Click Select next to the desired bank to be used.🖐  Note: 

Note

This selection will be permanent for the rest of the season.

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