CrossLink Productivity Tools
Proforma/Client Organizer
Year to Year Transfer
Client Billing/Invoicing
Whether you manage a large number of tax forms, or just a few, we offer a variety of tools that will help you become more efficient and make managing clients and tax season simple and easy.
CrossLink offers built-in features and add-on modules that enable you to get a “jump start” on the busy tax season. From obtaining detailed client data early on, to detailed tax planning analysis, CrossLink will help you begin preparing for tax season before it is in full swing.
CrossLink Proforma/Client Organizer
Get a head start on tax season and reduce data entry work with the Client Organizer.
With CrossLink Client Organizer, you'll get the information you'll need to prepare virtually any client return. The data you collect is easily entered into the program's onscreen forms, saving you time and reducing the risk of data entry errors.
- Create global and custom organizers
- Carry forward prior-year descriptions and amounts
- Carry forward depreciable assets and update all amounts
- Print blank organizers for new clients
- Convert/transfer preparer-entered data into CrossLink Federal 1040.
- Use the integrated Client Letter to generate engagement letters automatically.
- Collect detailed return information W-2 income
- Retirement income
- Depreciable property
- Household employees
- Dependent care expenditures
- Retirement plan contributions
- Capital gains
- Schedule C business income and expenses
- Employee business expenses, including employee home office expense
- Direct deposit of refunds
- Sale of personal residence
- Installment sales
- Schedule E rental income and expenses, including vacation home information
- Schedule F farm income and expenses
- Form 4835 farm rental income and expenses
- Car and truck expenses
- Itemized deductions, such as property taxes and contributions
Year-to-Year Transfer
Year-to-Year Transfer – Built-in software enables you to electronically import relevant data from the previous year’s tax information to current year quickly and easily.
All entity information, business activity information, including depreciation detail, and all carry forwards are transferred. Returns can be transferred one at a time or all at once.
Client Billing/Invoicing
Client Billing/Invoicing – creates a detailed worksheet for all charges, client deposits, and a printable invoice. As federal and state data is entered, CrossLink tracks the attached forms and adds line item charges to the worksheet automatically. Fees per form or hourly rates can be entered in the invoice setup, with indications of taxable and non-taxable amounts.
