Speed Return Processing and Shorten
Client Interviews
Start a tax return and capture all of the data on the W2 and K1 by simply scanning the two-dimensional (2D) barcode with a CrossLink certified hand-held scanner. All of the captured information is automatically added to the return and the Client Data page – speeding the processing of returns and shortening the client interview process..
Fully Integrated with CrossLink
- Supports 2D barcode scanning
- Start the tax return and populate data with a single click
- Utilize the same approved hand-held scanners as CrossLink Scan & Store and CrossLink Secure Offsite Storage (S.O.S.)
Improve Office Efficiency
- Speed the processing of returns
- Shorten the client interview process
- Reduce client appointment wait times in busy offices with the ability to scan W-2s and K-1s in batch mode
- Improve accuracy by eliminating the possibility of data entry error
- Scan & Store taxpayer source documents using the handheld scanner
2D barcodes will be on W2s and Schedules K-1 (1041, 1120S, 1065) beginning with Tax Year 2010, and will contain all of the data printed on these forms. All CrossLink certified hand-held scanners have the ability to capture this information and automatically start the process of preparing a return.
Download 2D Barcode Feature Sheet
Contact your CrossLink Team today to learn more.
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In Our Customers' Words
We were under tremendous pressure to find a solution mid-season. The CrossLink team treated us with an extremely high level of professionalism while providing a user-friendly solution. We were provided with a full day of training for both of our locations which got us up and running quickly and we have continued to experience excellent customer support from their knowledgeable and professional staff.