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  1. CrossLink Professional Tax Solutions 

  2.  CrossLink 1040 

  3.  Using CrossLink 1040

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1040 - Adding a Report to Quick Reports

1 year ago

 

Updated

This article demonstrates how to add reports to the Quick Reports list on the Work In Progress Summary (WIP) screen.

 

Follow the instructions to add reports to Quick Reports:

  1. Login to CrossLink 1040.

  2. Click Utility > Quick Report List.

  3. Select a report from the Available reports list and click Add to add it to the Work In Progress list.

  4. Click OK to save the changes.

The selected report will now be available on the Quick Reports list on the Work In Progress Summary screen.

 

 

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