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This webinar recording focuses on accurately preparing a basic individual tax return – from entering the client's personal information all ...
YouTube-CrossLink Professional Tax Solutions
Login to CrossLink Online
Side Navigation Bar
Preparer View
New Widgets
Entering Bank Information
Reviewing the verification process
Interview Mode
Customizing Access Levels
How to set up your login and password in CrossLink Online
When is CrossLink Online available?
This webinar focuses on accurately preparing an individual tax return – from entering the client's personal information all the way through ...
Intro
Return to Office View
Federal Forms
Filing Status
Recap of Client Data Screen
Bank Applications
Expanded Form 14F
Filing Options
Preparer Signature
Conclusion
The emphasis of this video will be on program throughput, showing how easy it is to complete the Client Data Screen, add appropriate forms, ...
Learning Objectives
Tool Bar
Adding an occupation
Client Referrals
List Dependent Codes
Adding a State
Making Corrections
Encrypting the Return
Print and Archive Configuration
Payments
This webinar will highlight key upgrades that CrossLink will be implementing for the upcoming 2024 tax season.
... CrossLink's online program. The emphasis of this training will be on ... CrossLink Tax Demo https://crosslinktax.com/demo/free-crosslink-demo ...
A 45-minute webcast addressing set up of a tax professional's billing and preparer information. By taking advantage of this webcast, ...
Enter a preparer ID
Adding a login
User Access Setup
Entering Pricing Information
Calculating Fees
Custom charges
Reloading Billing
Modify Default Billing Setup
This video focuses on preparing an 1120 Corporate tax return using our new CrossLink Business software for professional tax preparers.
CrossLink Signature Features
Entering the Program
NAICS Code
Form 1120 Overview
Other Income or Loss Not Recorded Above
Adding Forms & Schedules
Reviewing the 1120
Print Final Return
Closing Remarks
This webinar focuses on properly setting up your account, regardless of whether you are a single office or a tiered multi-office business.
Welcome
Authentication Options
Training Mode
Assign Licenses
Create New Preparer
Adding a Form
Managing Preparers
Widget Filtering
What is TaxPath?
Join the E-BEAM team as they explain what crosslinking is, and check it out in action!
YouTube-E-BEAM Services
This video focuses on preparing an 1120S, S-Corporation return, using our new CrossLink Business software for professional tax preparers.
Demonstration Overview
Business Return Summary
Accounting Method
1120S Form Overview
Other Incomes
Linking Rental Property Expenses
Adding Additional Forms
K-1 Manager
Yes/No Answer Questions on Schedule B
Learn the benefits of Bank Products, also known as Refund Transfers or RTs, why you would offer them to your taxpayer customers, how to sign ...
What are Bank Products?
Benefits of Bank Products
How to sign up to offer Bank Products
Bank Enrollment
EIN Setup
Create Bank Application
Prior Year Stats
Completing a Security Questions Page
How to use Bank Products with CrossLink 1040
Learn how to prepare business returns with the NEW CrossLink Business program that is 100% integrated with CrossLink 1040 Professional Tax ...
This webinar will introduce CrossLink Desktop's different tax preparation methodologies, as well as show how easy throughput is when using ...
Recap
Forms
Choices List
Direct Debit
States
Refund Type
Warnings
And Transmit the Tax Return
Create a Pdf of the Return
Wrap
This training video explains how to add Form 4868 with CrossLink 1040 Professional Tax Software. Be sure to follow CrossLink on Facebook, ...
Add Form 4868
Queue the form to transmit
Transmit Your Extension
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Introduction to CrossLink Desktop's different preparation methodologies, the flow of tax preparation when using the program, how the 'Tax ...
Webinar focused on accurately preparing an individual tax return with depreciable assets. The instructor shows how to add a Schedule C or ...
Depreciation Overview
Enter Sources of Income
Schedule C Information
Income Statement Information
Entering Cost of Asset
Depreciating Schedule C
Line 27A (Other Expenses)
Document Archive
Attach Documents
This training video covers updating CrossLink 1040 Professional Tax Software via external media. Be sure to follow CrossLink on Facebook, ...
Video overview of how CrossLink users can capture electronic signatures using Crosslink's Remote Signature Capture. Read the Newest Tax ...
How to capture electronic signatures remotely with Remote Sign
Print Final Return Window
Remote Signature Options
Troubleshooting
Learn how to transmit a finalized tax return to the IRS using CrossLink professional tax software for professional tax preparers.
Queue for Transmission
Transmit Queued Returns
Helpful Tips