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

This webinar will highlight key upgrades that CrossLink will be implementing for the upcoming 2024 tax season.

This webinar will cover the fundamentals of doing business returns in the CrossLink program – including what kinds of business returns can be done within CrossLink Business, basic information relating to filing business returns, and throughput methodology specific to the CrossLink program.

This webinar will introduce CrossLink Desktop’s different tax preparation methodologies, as well as how easy throughput is when using the program. We’ll look at how simple and seamless providing an estimation to the taxpayer can be, then work through completing a return, including depreciation and obligatory due diligence. We’ll finish by showcasing our paperless features, Remote Signature capabilities, TaxPass mobile site integration, and how to verify returns for errors before transmitting.

En este seminario web se presentarán las diferentes metodologías de preparación de impuestos de CrossLink Desktop, así como lo fácil que es el rendimiento cuando se utiliza el programa. Veremos lo sencillo y fluido que puede ser proporcionar una estimación al contribuyente, y luego trabajaremos en la competencia de una declaración, incluyendo la diligencia debida obligatoria. Terminaremos mostrando nuestras funciones sin papel y cómo verificar una declaración en busca de errores antes de transmitirla.

This webinar will focus on accurately preparing individual tax returns – everything from gathering pertinent taxpayer data to transmitting the return – in CrossLink’s versatile online program. We’ll demonstrate different throughput methodologies and show how easy paperless processing and remote signature gathering can be. We’ll finish by covering depreciation and TaxPass mobile site integration.

Este seminario web se centrará en la preparación precisa de una declaración de impuestos individual – desde la introducción de la información personal del cliente hasta la recogida de firmas – en el programa online de CrossLink. El énfasis de esta formación estará en el rendimiento del programa, con el instructor mostrando lo fácil que es completar los datos del cliente, añadir los formularios apropiados, verificar los errores, así como la forma de procesar una declaración sin papel.

In this important webinar, we’ll cover expectations that all Tax Professionals must adhere to as it pertains to securely gathering and storing taxpayer information. This includes understanding what’s required in a ‘Written Information Security Plan’ (WISP), as well as other security requirements that need to be followed in order to properly run a professional tax business.