CrossLink Software Highlights
Work in Progress Screen
The WIP screen is the CrossLink start-up screen (see image below). It is your linked launch pad which shows the status of all of your returns at a glance, including:
- Returns submitted
- Returns rejected
- Number of checks printed
- Available updates
Point & Shoot Error Correction
Corrections are fast and easy with our linked error messages. Clicking on a verify or reject error takes you directly to the error.
More CrossLink Highlights
Speed You Can Count On
CrossLink calculates as you go, does it fast, and does not slow down with a large client database.
Keyboard shortcuts allows fast data entry.
Expertise to Handle Any Tax Return
CrossLink is comprehensive. It provides you with the tools you need to
complete virtually any tax return, no matter how complex.
Support:
CrossLink tech-support is 24/7, starting on the first day of e-filing.
Network:
No charge for seat licenses. Fees are on a 'per transmitting computer' basis.
Microsoft Office Integration:
Reports available through Word and Excel, and calendar functions in Outlook for estimated tax payment reminders.
Updates:
All software updates are pushed to the transmitting computer with every transmission session.
Keyboard/Mouse:
All major functions can be accessed through simple keystrokes or via the mouse.
Acrobat Integration:
Automatically or selectively create an Acrobat (PDF) file of each return.
Communication:
Transmission to the CrossLink central site available through the Internet or directly through a modem.
Security:
User defined access levels for employees or employee classes.
Preparer's Notes:
Notes made in customer's returns are carried forward year to year.
Bookmarks:
Set a bookmark on any field in a customer's return, and the return will not verify until that item is cleared.
Client Profoma Organizer:
Get a head start on tax season and reduce data entry work with the Client Organizer.
Client Invoicing:
Automatically tracks forms and creates a printable invoice and detailed worksheet for all charges, client deposits, etc. Combine federal and state billing information into one invoice.
Self-building Databases:
W-2 and 1099 payee information seamlessly flows into CrossLink for immediate use on the next return without the need to import or re-key data from return to return. Simply select the payee from the automatically created database and name, address, and identification numbers are inserted to speed the process.
Tax Estimator:
Before preparing a return, user can input basic information to see whether a customer will be getting a refund.
Input Index:
Plain English look-up to assist preparer in finding where information belongs in a return.
Calculator:
Press F-7 to pop-up a calculator, and then click insert to place the total in the field of focus.
Help Menu:
Integrated Federal and State help with keyword lookup, return status codes, and IRS reject codes.
