Do you need to retype the same office information for each of your tax 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 tax preparers.

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How 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.
Office Setup Defaults Tab
Printing Blank Tax Forms
Transmitting a Tax Return
Wrapping Up a Tax Return

Do you need to retype the same office information for each of your tax preparers?

Do you need to retype the same office information for each of your tax preparers?

Related Articles

How can download the most recent status information for all of your tax returns?

Office Setup Defaults Tab

Printing Blank Tax Forms

Transmitting a Tax Return

Wrapping Up a Tax Return