Software Navigation
- Activating Checks
- Accessing Reports in the Tax Software
- Checking the Status of a Tax Return
- How to Locate Your Office EFIN
- How to Upload a Binary Attachment
- How to Locate Your CrossLink User ID
- How to Copy a Tax Return to Training
- Taking a Payment
- Discounting a Tax Return on the Invoice
- Completing a Paper RT
- Software Keyboard Shortcuts
- What is the Tax Summary Page?