How To Generate the List of Non-Returning Clients Report

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  To print returns and other documents to a non-PCL 6 printer, follow these steps: 1.On the Setup menu in CrossLink, click Printer Setup. 2.Select the Use GDI printer interface check box and then click OK. 3.Try to print a tax return. If the above tax ...

• Can you 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.

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• Can you 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 taxpayer clients.