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TaxPass - How to Generate a TaxPass ID/QR Code

TaxPass - How to Generate a TaxPass ID/QR Code

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 ID for CrossLink 1040

Generate TaxPass ID for CrossLink Online


Generate TaxPass ID for CrossLink 1040

https://www.youtube.com/clip/UgkxLfINgLoKhCTp9E7Gk-55RyEweWoK4ZZR

Follow the instructions below to activate your TaxPass ID/QR Code for CrossLink 1040:

1. Log in 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

Follow the instructions below to activate your TaxPass App ID/QR Code for CrossLink Online:

1. Log in 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. 

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