Tips & Hints  Click on the questions below to see the answers.  Did you know that you can add a Depreciable Asset to a tax return by simply pressing two keys on your keyboard? Simply hold down the Ctrl key on your keyboard and at the same time press the N key. There are several Ctrl functions in CrossLink that will save you and/or your employees time while processing a return, which in turn will help your business generate more revenue. Ctrl Functions Did you know that you can bring up the Forms Menu while processing a return by simply pushing two keys? By holding down the Alt key and then pressing the F key you can bring up the Forms Menu to add a form to a field in a return. There are several Alt functions in CrossLink that will save you and/or your employees time while processing a return, which in turn will help your business generate more revenue. ALT Functions Did you know that you can bring up the Work in Progress screen anywhere in CrossLink by simply pressing the F2 key? There are several F-Key functions in CrossLink that will save you and/or your employees time while processing a return, which in turn will help your business generate more revenue. F-Key Functions Did you know that you can modify your client list to display just the information you want to see?
Simply click Select a Return from the Work In Progress screen and then click the Configure button. Now, with just a few clicks of your mouse, you can add or remove any of the informational columns that appear with your list of clients.
Did you know that CrossLink makes adding a discount to a return a quick and easy process? Simply open the tax return, go to the Invoice – Billing & Pmts form and scroll down to Line 3 of the Discounts and Credits section. Then, type a description and amount for the discount and it will automatically be deducted from the total bill. Did you know that you can use CrossLink to manage tasks and keep track of all your tax-related appointments?
Simply click Today’s Appointments on the CrossLink Work In Progress screen and then click on a calendar date to see what is on your agenda for the day!
Did you know that you can add some color to your CrossLink program and customize it to your liking by changing the background color for the fields in a return?
To change the tax return colors, click the Setup menu and then click Color Setup. Scroll through the various color options and customize CrossLink’s color scheme.
Having trouble remembering all of those handy CrossLink keyboard shortcuts?
Did you know that you can download the CrossLink Keyboard Guide for a convenient reference guide to many of CrossLink’s keyboard shortcuts? Place it over your keyboard, tape it to your computer monitor, or simply keep it around your desk for an easy, helpful way to have the information at-a-glance.
Did you know that CrossLink provides a series of tutorial videos that explain how to use CrossLink to its absolute fullest?
From printing checks to preparing tax returns, you will find it all at the CrossLink Learning Center.
Did you know that you can change the way you search for your clients?
You can do this by clicking the
 icon that appears to the left of the Search field on the Return Lookup screen.
Need more information about an IRS reject code?
Simply click the Help menu and then click IRS Reject Codes.
Did you know that with CrossLink, there is no need to retype the same office information for each of your preparers?
Instead, click the Setup menu, click Office Setup, click the Overrides tab and then type your company information in the top portion of the screen. Now, all of your company information will already be displayed when you configure each of your preparers.
Did you know that CrossLink gives you the freedom to quickly check the status of a tax return even while you are working on another return?
To check the status of a return, click the Quick button located on the toolbar.
Accidentally delete a tax return?
CrossLink has you covered. Simply click the Utility menu, click System Utilities, click the Tax Return Audit button near the center of the screen and then click Run Utility. Double-click the return you wish to restore.
Did you know that you can download the most recent status information for all of your tax returns?
Simply click the Utility menu, click System Utilities, click the Status Sync button, and then click Run Utility. CrossLink will retrieve status information from the Central Site.
Would you prefer to print a Spanish client letter for a particular tax return?
Just go to the Information and Status page of the return, click the Client Letter field and then press the F3 key on your keyboard to open the Spanish letter option.
Would you like to display all of your favorite reports on one screen?
Simply click the Utility menu and then click Quick Report List. All the reports you select from this screen will conveniently appear in the CrossLink Work In Progress screen.
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