The CrossLink software is assigned a unique identifier called User ID (UID). This UID can be located by utilizing your Cloud Client and/or Work In Progress (WIP) screen.
Follow the instructions below to successfully locate your UID:
Cloud Client Instructions
1. Open the Cloud Client.
NOTE: If the Cloud Client won't open, please email us at email@example.com for assistance.
2. The User ID will be displayed on the left side of the Cloud Client.
CrossLink 1040 Software
1. Log in to the tax software.
2. The User ID will be displayed on the left side of the Work In Progress Summary Page.