CLO - Configuring Restricted Fields
- Brandon Bellamy
- Zac Crites
Users can lock fields in CrossLink Online by restricting the field. Restricting a field on a form or worksheet within a tax return will prevent users from being able to fill it out. The only login that can see all fields will be the EFIN/Office login.
Follow the instructions below to successfully restrict a field:
Method 1 – Restricting Fields within Office Settings
1. Login with an EFIN/Office Access Level.
Click the Profile Menu to view the user access level.
2. Click Office Settings.
3. Click Restricted Fields.
4. Enter the Field Code to be restricted and select Add Row +.
To export a list of Field Codes from CrossLink 1040, see 1040 – Exporting Restricted Fields.
Method 2 – Restricting Fields within a Return
1. Open a tax return.
2. Select the ‘i’ button on the right-hand side to pop-out Field Description Side-Bar.
3. Select the field/line you want to be restricted, and click Lock Field within the sidebar.
4. At this point you have added that field to your restricted fields listing located in Office Settings
> Restricted Fields.