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  1. CrossLink Tax Tech Solutions
  2. Tutorials

Tutorials

Software Navigation

  • How to enter COVID-19 related retirement distributions in the software
  • How to enter Credit for Sick Leave and Family Leave for Certain Self-Employed Individuals (Form 7202)
  • How to allocate the correct credits on Form 8379
  • How to calculate EITC based off the previous year's Earned Income (COVID Response)
  • How to enter Form 8615 - Tax for Certain Children Who Have Unearned Income on a tax return
  • Filing an Extension in the Tax Software
See all 16 articles

Transmitting a Tax Return

  • How to Queue & Transmit returns

Printing & Signing

  • How to Reprint a Check in the Tax Software
  • Printer Not Showing? Cloud Client Users
  • Capturing a Paid Preparer Signature
  • SignDoc (Cloud Client version)
  • Remote Signature Capture
  • Capturing a ERO Signature in the Software
See all 9 articles

Working with Forms

  • 1098 Mortgage Interest Statement
  • 1099-R Distributions from Pensions, Annuities, Retirement, etc.
  • Entering Form 1099-MISC with nonemployee comp.
  • Form 1095-A Health Insurance Marketplace Statement
  • Form 1098-T Tuition Statement
  • Form 1099-INT Interest Income
See all 13 articles
CrossLink Tax Tech Solutions