Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 3 Current »

Activating Checks

Accessing Reports in the Tax Software

Creating Custom Reports

Adding Reports To Quick Reports List (WIP)

Checking the Status of a Tax Return

How to Locate Your EFIN

How to Locate a Return GUID

How to Upload a Binary Attachment

How to Locate Your CrossLink User ID

How to Copy a Tax Return to Training

How to Process a Payment in the Tax Software

Discounting a Tax Return on the Invoice

Completing a Paper RT

Software Keyboard Shortcuts

What is the Tax Summary Page?

  • No labels

© CrossLink Tax Tech Solutions. All Rights Reserved