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This article demonstrates how to import TaxPass App Mobile Site returns and Documents with CrossLink Online. |
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The ability to view and retrieve TaxPass App Mobile Site Returns and Documents is allowed by the Access Level that is assigned with your login. Currently, the only default Access level that cannot process TaxPass App Mobile Site Retrieval is the "Reception” Access Level type.
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Follow the instructions below to successfully retrieve TaxPass App mobile site returns and documents:
1. Click, Tax Returns on the sidebar.
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If a return already exists with that SSN, instead you will see a button that says ‘Update’. Clicking this button will append that return with the information from TaxPass.
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