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Tax Webinars

Join us for CrossLink's 2021-22 Webinar Training Series. These live webinars will cover tax industry changes and several important features within CrossLink 1040 and CrossLink Online to help you run a successful and efficient professional tax preparation business. In addition to our live webinars, you can find training videos on the CrossLink YouTube Channel.


  • IRS Updates for Tax Year 2021

    Up-to-the-minute IRS updates and changes to tax preparation that professionals will need to adhere to during the upcoming tax season.

    Date
    Time


    11/30/21
    Tuesday


    10:00 AM - 11:00 AM PST




    01/19/22
    Wednesday


    10:00 AM - 11:00 AM PST



  • What's New with CrossLink 1040 for 2022

    This webinar will highlight key upgrades CrossLink has implemented for the upcoming 2022 tax season. Included in this 45-minute presentation will be an introduction to our integration of credit card payment-processer PayJunction, as well as showcase our new 2-factor authentication, which will provide an extra layer of security to your account. Enhancements to databases and invoicing will also be shown so that you can take full advantage of these features during the upcoming tax season. Finally, we’ll provide instruction on setting up your CrossLink 'Wallet'.

    Date
    Time


    12/03/21
    Friday


    10:00 AM - 11:00 AM PST



    Completed
  • Best Practices for Setting Up and Managing Your CrossLink Online Account

    This webinar will focus on properly setting up your account, regardless of whether you are a single office or a tiered multi-office business. Additionally, this 30-minute presentation will showcase how you can manage preparer performance and provide assistance when needed. Finally, we will cover how to set up billing schedules, as well as your CrossLink ‘Wallet’, to facilitate maximum earnings during the upcoming tax season.

    Date
    Time


    12/07/21
    Tuesday


    10:00 AM - 11:00 AM PST



    Completed
  • Introduction to Completing Tax Returns in CrossLink 1040 (Desktop)

    This webinar will introduce CrossLink Desktop’s different preparation methodologies, the flow of tax preparation when using the program, how the ‘Tax Estimator’ works, and navigating through a return with CrossLink – including appropriately completing obligatory due-diligence. We will also cover how to set up billing schedules to facilitate maximum earning potential.

    Date
    Time


    12/09/21
    Thursday


    10:00 AM - 11:00 AM PST




    01/04/22
    Tuesday


    10:00 AM - 11:00 AM PST



  • Introducción a completando declaraciones de impuestos en CrossLink 1040 (Desktop)

    Este seminario web se centrará en la preparación de una declaración de impuestos personal usando las diferentes metodologías que ofrece CrossLink Desktop. Adicionalmente, demostraremos como utilizar la función "Tax Estimator" para realizar estimados, como navegar a través de una declaración de impuestos en CrossLink Desktop, y como completar adecuadamente la diligencia debida obligatoria. También cubriremos cómo configurar programas de facturación para facilitar el potencial de ganancias para su oficina de impuestos.

    Date
    Time


    12/14/21
    Tuesday


    10:00 AM - 11:00 AM PST




    01/13/22
    Thursday


    10:00 AM - 11:00 AM PST



  • Introduction to Completing Tax Returns in CrossLink Online

    This webinar will focus on accurately preparing an individual tax return – from entering the client’s personal information all the way through to gathering signatures – in CrossLink’s online program. The emphasis of this training will be on program throughput, with the instructor showing how easy it is to complete client data, add appropriate forms, verify for errors, as well as how paperless processing of a return can be done.

    Date
    Time


    12/16/21
    Thursday


    10:00 AM - 11:00 AM PST




    01/06/22
    Thursday


    10:00 AM - 11:00 AM PST



  • Introducción a completando declaraciones de impuestos en CrossLink Online

    Este seminario web se centrará en la preparación de una declaración de impuestos individual, desde el ingreso de la información personal del cliente, hasta la recopilación de firmas en el programa en línea de CrossLink. El énfasis de esta capacitación se enfocará en el rendimiento del programa y ​​el instructor demostrará lo fácil que es completar los datos del cliente, agregar los formularios apropiados, verificar errores y el proceso para completar una declaración evitando el uso de papel.

    Date
    Time


    12/22/21
    Wednesday


    10:00 AM - 11:00 AM PST




    01/11/22
    Tuesday


    10:00 AM - 11:00 AM PST



  • Introduction to Completing Tax Returns in CrossLink Business Software

    This webinar will introduce completing business-related returns in the CrossLink Business software. (Business-related returns being 1065 Partnerships, 1120 Corporate Returns, 1120S Sub Chapter S Corporate Returns, 1041 Estates and Trusts, and 990 Exempt Organizations and Private Foundations.) At a high level, we will cover preparation methodology and throughput when using the program with an understanding that this presentation will not delve into tax theory.

    Date
    Time


    12/29/21
    Wednesday


    10:00 AM - 11:00 AM PST



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