Software Operation
How do I add an asset to a tax return?
To add an asset to a tax return, follow these steps: 1. If you have not done so already, add the form you want to carry depreciation to. For example, if you want the depreciation to appear on Schedule C, add the Schedule C to the tax return. 2. ...
How do I deduct vehicle expenses?
The IRS allows two methods for calculating vehicle expenses. You can either use Actual Expenses, including depreciation of the vehicle, OR the Standard Mileage Rate. The Standard Mileage Rate is updated each year. 1. If you have not done so already, ...
How do I perform a tax return inquiry?
The status report lists current information for any tax return on your program by a specified date range. The date range defaults to all dates, but can be changed to any date range. Various sorting options are available that can be used to limit the ...
How to display all of your favorite reports on one screen?
Simply click the Utility menu and then click Quick Report List. All the reports you select from this screen will conveniently appear in the CrossLink Work In Progress screen.
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.
What if I Accidentally delete a tax return?
CrossLink has you covered. Simply click the Utility menu, click System Utilities, click the Tax Return Audit button near the center of the screen and then click Run Utility. Double-click the tax return you wish to restore.
How can you quickly check the status of a tax return even while you are working on another return?
To check the status of a return, click the Quick button located on the toolbar.
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 ...
How can you get more information about an IRS reject code?
Simply click the Help menu and then click IRS Reject Codes.
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.
How can you add some color to the software and customize it to your liking by changing the background color for the fields in a tax return?
To change the tax return colors, click the Setup menu and then click Color Setup. Scroll through the various color options and customize CrossLink's color scheme.
How can you manage tasks and keep track of all your tax-related appointments?
Simply click Today's Appointments on the CrossLink Work In Progress screen and then click on a calendar date to see what is on your agenda for the day!
How can you add a discount to a tax return?
Simply open the tax return, go to the Invoice — Billing & Pmts form and scroll down to Line 3 of the Discounts and Creditssection. Then, type a description and amount for the discount and it will automatically be deducted from the total bill.
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.
Keyboard Shortcuts
There are several Ctrl functions in CrossLink that will save you and/or your employees time while processing a tax return, which in turn will help your tax preparation business generate more revenue. Ctrl Functions Ctrl+A — Add a form to a tax ...