CLO - Introduction and Completing a Basic Tax Return

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.