1040 - Auto Complete EFIN and ERO
- Brandon Bellamy
- Zac Crites
This article demonstrates how to configure CrossLink 1040 to automatically complete the EFIN/ERO information in a tax return.
Follow the instructions below to successfully configure CrossLink 1040 to auto-complete the EFIN and ERO information:
1. Log into CrossLink 1040 with Administrator Rights.
2. Click Setup > Office Setup.
3. Select the E-Filing tab.
If the EFIN is present in the Default EFIN field:
4. Make a note of the EFIN.
If the EFIN is not present in the Default EFIN field:
5. Enter the desired default EFIN in the Default EFIN field.
6. Click OK.
7. Click Database > EF Originators.
If the EFIN from step 4 exists in the EF Originators list:
8. Skip to Step 12 below.
If the EFIN from step 4 does not exist in the EF Originators list:
9. Enter the EFIN from step 4 in the ERO’s EFIN field and click Add.
10. Verify the information on the Electronic Return Originators screen is correct, making changes as necessary.
11. Click Save.
12. Click Close.
Congratulations 🎉 the software is now configured to automatically complete the EFIN information on all new tax returns.
Existing returns will contain the EFIN information that existed when they were created. You can refresh the EFIN on the returns to get the updated EFIN record.