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This article provides instructions on how to import financial information from Xero. |
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Follow the instructions below to import Income Statement and Balance Sheet information from Xero into an existing business return in CrosslinkCrossLink.
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Financial Statement Import is not available for exempt organization, estate or trust returns. |
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6. If any of the tax line mappings need to be changed for any item, navigate to the applicable line on the Imported Information worksheet(s), update the Tax Line Mapping, and press the Recalc button to refresh all data within the return based on the updated information.© CrossLink Professional Tax Solutions, LLC. All rights reserved. | KB Home | 800.345.4337 | Contact UsTerms and conditions, features, support, pricing, and service options subject to change without notice.
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