CrossLink 1040
- Brandon Bellamy
Industry leading software for professional tax businesses
Getting Started
1040 - Installing CrossLink 1040
1040 - Capturing the ERO and Paid Preparer's Signatures
1040 - Installing CrossLink 1040 on a Network
1040 - Updating CrossLink 1040
1040 - Installing State Packages
Advice and Troubleshooting
1040 - E-filing State Return Requirements
1040 - Reduce the Number of Pages Printed when Printing Final Return
1040 - Signature Missing on Final Printed Return
1040 - Bank App Does Not Appear on Return When Choosing a Bank Product
1040 - Unable to load Module "addons/httpcom.dll"
1040 - VC++ 2010 Unable to install 32 bit Driver
1040 - Change Access level to view or not view Non Owner Returns
1040 - Importing DATA on Form 8949/1099-B
1040 - Desktop DataBase Access Error - Incorrect AES Key
1040 - Login Refused, No User ID
1040 - Invalid RAC Routing Number or Invalid Bank Account
1040 - Calculated Prep fee from the Invoice Doesn't Match the Bank App
1040 - 8879 Invalid Signature Date
1040 - Using the Forgot Password Link
1040 - Transfer a Return to Another Software Installation
1040 - When Clicking a Retrieve/Transfer Return Nothing Happens
1040 - Deleting a Scanned or Imported Documents
1040 - Updated Fees Not Reflected on Return
1040 - Billing Schedule Configuration
1040 - Test Checks do not Print
1040 - Specifying a Default Printer
1040 - Auto Print Vouchers - E-Filed Returns
1040 - How to Print Mailing Labels Using Word 2007 or Later
1040 - Create and Assign a User Created Status Code
1040 - Creating a Login Account
1040 - Configure User Preferences
1040 - Auto Complete EFIN and ERO
1040 - Sending a Text Message to Multiple Recipients
1040 - Back-up and Restore Data
1040 - How to Print Bank Documents
1040 - Invalid Check Number when Printing
Using CrossLink 1040
1040 - Exporting Restricted Field Codes
1040 - Electronically Filing Federal and State Returns
1040 - Capturing a Signature on Topaz
1040 - Adding an External Document to the Archive
1040 - Status with Prep Fees Report
1040 - Status by Modification Date Report
1040 - Printing a Client Telephone List
1040 - Non Returning Clients Report
1040 - Adding a Report to Quick Reports
1040 - Adding a Tax Preparation Fee
1040 - Printing the Check Register
1040 - Update the Employers/Payers Database
1040 - Use SSN or EIN for File Name When Saving Returns to .PDF
1040 - Customizing the Disclosure and Privacy Letters
1040 - Auto Generate Taxpayer and Spouse's PIN on 8879
1040 - Auto Fill the Preparer Information
1040 - Manually Adding a Zip Code to the Database
1040 - Adding a New Client Letter
1040 - Remote Signature Configure/Capture
1040 - View List of Queued Returns
1040 - Lock or Unlock a Tax Return
1040 - Deleting a Form or Worksheet
1040 - How to locate the status of a Bank Application