USING CROSSLINK TO PREPARE TAX RETURNS

A CrossLink 2011 overview: Creating and transmitting a tax return

How to create a new tax return

Continuing an existing tax return

The Tax Return Menu bar

The Attached Forms list

How to add Form W-7 on a new return

How to add Form W-7 to an existing return

How to add Form 4868 to file a federal extension

How to use CrossLink to send a text message to a taxpayer

How to suspend and un-suspend a tax return

How to use the electronic signature pad

How to add information to the various databases in CrossLink

TRANSMITTING TAX RETURNS

An overview of how to transmit tax returns to Central Site

How to transmit tax returns to Central Site with High-speed Internet Connection

Scheduled Trasnmissions

PRINTING CHECKS AND FORMS

How to print checks

How to reprint a previously printed check

How to delete checks from the printing queue

How to activate checks

How to modify the tax return Printing Queue

How to view and print IRS Acknowledgment letters

How to print blank tax forms

CROSSLINK REPORTS

An overview of IRS Acknowledgement reports

How to generate Fee Payment reports

How to create Mailing Labels

How to generate a Client List

How to add or remove reports to the Quick Reports section of the Work In Progress screen

BACKING UP & RETRIEVING TAX RETURN INFORMATION

How to backup tax returns

How to transfer a tax return

How to export client data and tax return information

How to retrieve tax returns from a non-transmitting computer to your transmitting computer

How to import tax returns from other tax programs into CrossLink

CROSSLINK FEATURES AND FUNCTIONS

An overview of the CrossLink Menu bar

An overview of the CrossLink Toolbar

An overview of the Bulletins feature

How to use the Appointments and Calendar features

How to change the access levels of existing Login IDs

An overview of the Help Menu

An overview of the Commands Menu (F Keys)

How to create a Gmail account for use with the CrossLink Text Messaging feature

The Questionnaire

The Status Summary List

OFFICE SETUP

The Registration tab

The Electronic Filing tab

The Overrides tab

The Defaults tab

The Auth/Audits tab

The Printer Settings tab

The Return Printing tab

How to Create Custom Access Levels

Assigining Custom Access Levels

Setting up and Using Billing

KEEPING CROSSLINK UP-TO-DATE

How to update CrossLink using a disk, USB flash drive or other external media

HELP & CROSSLINK SUPPORT

How to view and send Secure Support E-Mail

How to send a support ticket to CrossLink technical support