This article demonstrates how to generate your TaxPass App ID/QR Code in order for your customers to link directly to your USERID.
In this article:
Generate TaxPass App for CrossLink 1040
Generate TaxPass App for CrossLink Online
Generate TaxPass App for CrossLink 1040
https://www.youtube.com/clip/UgkxLfINgLoKhCTp9E7Gk-55RyEweWoK4ZZR
Follow the instructions below to activate your TaxPass App ID/QR Code for CrossLink 1040:
1. Login to CrossLinkTax.com.
2. Click Support > Mobile Site Management.
3. Click the Green Plus icon to generate your QR Code/TaxPass ID.
You can also Add your logo and Edit your tax office contact info from this section.
Generate TaxPass ID for CrossLink Online
https://www.youtube.com/clip/UgkxNDYh_MMh5y79gF4FQ-ObrbVwb_BYFwan
Follow the instructions below to activate your TaxPass App ID/QR Code for CrossLink Online:
1. Login to Crosslink Online or Crosslink Online Co-Branded with the Manager login.
2. Click the Profile Menu.
3. Click Generate TaxPass ID from the Profile Menu, or (continue to Step 3).
3. Select Office Settings.
4. Select TaxPass Application.
5. Select Generate ID.
You can also add an email address to receive TaxPass notifications and upload a customized TaxPass App logo.
Need Social Media Icons
Recently Viewed Articles
Related Articles
Need to Update
© CrossLink Professional Tax Solutions, LLC. All rights reserved. | KB Home | 800.345.4337 | Contact Us
Terms and conditions, features, support, pricing, and service options subject to change without notice.
Privacy Policy | Website Terms of Use | Social Media Disclaimer | SMS Messaging Terms