CLO - Introduction and Completing a Basic Tax Return

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Articles in this section

• CLO - Service Bureau Setup

• CLO - Multi-Office Setup

• CLO - Introduction and Completing a Basic Tax Return

• CLO - Understanding the Login Type

• CLO - How to Create a Login

• CLO - Activating a New Login Account

• CLO - How to Activate Checks

CLO - Introduction and Completing a Basic Tax Return

2 years ago

Updated

This webinar recording focuses on accurately preparing a basic individual tax return – from entering the client's personal information all the way through to gathering signatures – in CrossLink Online.

The emphasis of this training will be on program throughput, with the instructor showing how easy it is to input client data, use an interview approach and/or add appropriate tax forms, verify for errors, and process and archive a tax return in a paperless environment.

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