Logo
  1. CrossLink Tax Tech Solutions
  2. Tutorials
  3. Software Navigation

Software Navigation

Follow New articles New articles and comments
  • 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 2019's Earned Income (COVID Response)
  • Filing an Extension in the Tax Software
  • Activating Checks in Tax Software
  • Selecting a State Refund to be included on the Bank Application (State RT)
  • Getting Started - Login (Cloud Client Users)
  • Discounting a Tax Return on the Invoice
  • Selecting the Correct Refund Option
  • Software Keyboard Shortcuts
  • How to Copy a Tax Return to Training
  • How to Tell if Social Security Has Become Taxable
  • Adjusting Social Security/Medicare Wages on Form W-2
  • Collecting a Payment for Preparation Fees
CrossLink Tax Tech Solutions