Tutorials
Software Navigation
- How to Process a Paper Filed Return with a RT/Bank Product
- How to enter Form 8615 - Tax for Certain Children Who Have Unearned Income on a tax return
- 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)
Transmitting a Tax Return
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
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
CrossLink Online
- CLO How to Process a Paper Filed Return with a RT/Bank Product
- CLO Collecting Payment Upfront
- CLO How to enter Form 1099-NEC on a tax return (Schedule C)
- CLO 1098 Mortgage Interest Statement
- CLO How to Tell if Social Security Has Become Taxable
- CLO Selecting the Correct Refund Option