Crosslink tax software training

Our training combines tax education with handson practice problems in the tax software. Use the scenario information and the attached source documents to complete the return. Some items to consider are ease of use, data entry, desktop installed or webbased, and document management. Free demo professional tax software from crosslink. The application designed by wolters kluwers cch small firm services provides cpas, small accounting firms, freelance accountants, and finance. Crosslink professional tax solutions cpts has released crosslink online, its webbased professional tax preparation solution, for 2019. Crosslink 1040 is the industrys leading desktop tax software solution for highvolume tax businesses. Live crosslink training webinars crosslink professional. A quick introduction to crosslink 1040 professional tax software and solutions, including the integration with handheld scanners and electronic. Built based on the needs of busy tax offices that specialize in providing their clients with fast and accurate tax returns, crosslink 1040 has been a trusted solution since 1989. Feedback from participants has been excellent and truly supports the income tax schools position that it sets the standard for tax preparer training. Feb 09, 2018 crosslink professional tax solutions cpts, a leading provider of professional tax software solutions to tax preparers across the united states, today announced the development of crosslink online for professional tax preparers for the 2019 tax season tax year 2018. Our professional tax preparation software is now accessible. Learn how to install and use electronic signature pads, fully integrated with crosslink professional tax software for professional tax preparers.

Crosslink professional tax solutions cpts is a leading provider of professional tax software solutions. Our mission is to enable tax preparers to maximize their revenue and increase their client satisfaction. We are happy to notify you that crosslink 1040 professional tax software for tax year 20 is live and available for download. With this valuable information, you can proactively contact these clients to offer your services. The income tax school invests significantly to ensure the very best curriculum development and content delivery. However, there are options and features that you need to consider to get the best. When it comes to professional tax software, there are many choices. Jan 12, 2016 the emphasis of this video will be on program throughput, showing how easy it is to complete the client data screen, add appropriate forms, verify for errors, print, and transmit. The emphasis of this video will be on program throughput, showing how easy it is to complete the. I switched software companies this year from taxwise to crosslink tax software. Our software provides you with industryleading tools to improve the speed and efficiency of your tax business. With industry leading tools such as text messaging technology and support for electronic signature pads and handheld scanners, you are able to process tax returns more quickly and. In addition to our live webinars, you can find training videos on the crosslink youtube channel.

Our mission is to enable tax preparers to maximize their. Launch pad the custom launch screen puts the most common items front and center on the dashboard. Learn the basics of using the crosslink business software for professional tax preparers then walk through the completion of a 1065 partnership return, an 1120 corporation return, and an 1120s s. The emphasis of this training will be on program throughput. Utilize crosslink professional tax softwares list of nonreturning clients report found in the utility menu of the software to identify clients from last year that have not returned to have their taxes. Crosslinx transit solutions eglinton crosstown light. The crosslink learning center provides you with access to software training videos, important documentation, and useful links that will help you maximize your experience using the crosslink suite of professional tax software products and services. Mytaxprepoffice stacks up really well against the competition. Crosslink petz enterprises is a horrible company their sales representatives are unprofessional and rude. Atx is a premier advanced tax return preparation software. Software seminars drake software professional tax software. The emphasis of this video will be on program throughput, showing how easy it is to complete the client data screen, add appropriate.

Credit for prior year minimum tax individuals, estates, and trusts. Bloomberg bna offers a variety of tax and financial information tools and resources, as well as software and online services for estate tax compliance, gift tax compliance, and estate planning. Professional tax software, integrated tax training, increased office efficiency and implementing additional revenue streams. Take advantage of our years of tax industry experience and the solid relationships weve built to take your business to the next level. Sigma tax pro is dedicated to providing professional tax preparers with high grade, comprehensive solutions at the lowest prices available. Computime, a supplier of signature products to crosslink users since 2007, continues to provide the best value. Find out more whether you need software for your single office or a full. The emphasis of this training is on where everything is found in the program, as well as the flow of tax preparation up through transmitting to the. Complete the form below to download a demo of crosslink 1040 today. Taxproalliance tax software, tax training, and tax support. The software itself seemed very user friendly but unfortunately you need more than that from a software company. Crosslink releases 2019 professional tax prep software. Your employees will gain experience using our software while learning uptodate tax topics such as.

Youll find that we have all the features youve come to expect, plus some exclusive ones like low bank product fees, all modules online, complete mobility, and our offline mode which allows you to keep working even when your internet connection is lost. Online training for the crosslink suite of products. A 45minute webcast addressing set up of a tax professionals billing and. The online software is supported by any device or operating system. Executive tax software is a one stop shop for all of your tax needs and services.

Integrated tax training tax software, tax training, and. Unsubscribe from crosslink professional tax solutions. Built based on the needs of busy tax offices that specialize in. Drake tax 2019 practice return 1 2019 drake software practice return 1 drake tax 2019. Please select a tax software provider community income tax taxact ero select crosslink drake software oltpro professional tax software refunds today rightway taxact taxslayerpro tax pro alliance taxwise utax other. Access instructional product videos and online training for crosslink professional tax software. Home portal learning center crosslink tax software knowledge. A password reset link will be sent to you by email.

This is a great program for its partners, who have been working in the industry and own an efin. Built based on the needs of busy tax offices that specialize in providing their clients with fast and. Sometimes, a tax return meant for training purposes can get. Our team of support are seasoned professionals waiting to help you succeed and make your job a pleasant one. In this scenario, you will practice entering the following. We have a deep understanding of our clients needs and aim to provide an unparalleled overall. Sometimes, a tax return meant for training purposes can get started in the real tax return database. Contact a crosslink team member today to learn more. Crosslink professional tax solutions cpts, a leading provider of professional tax software solutions to tax preparers across the united states, today announced the development of. Training cost may involve enduser training, videoself training, group training, department training, and train the trainer.

Enter the username or email you used in your profile. Headquartered in tracy, ca, crosslink has proven its dedication in enabling professional tax preparers success year after year. The crosslink commands menu f keys this training video covers the commands menu f key shortcuts within crosslink 1040 professional tax software. Software packages tax software executive tax solutions. The consortium is comprised of four global and local leaders in.

Guaranteed bank approval 247 taxwise or crosslink support during tax season itemized billing model extensive software training taxwise taxwise is a simple, yet powerful software program that is specifically designed for tax and accounting professionals. Crosslink tax software from petz enterprises is the worst. Creating a paperless office webinar crosslink professional tax software. How to copy a tax return to training crosslink tax tech. The software itself seemed very user friendly but unfortunately you need more than that from a software. Guaranteed bank approval 247 taxwise or crosslink support during tax season itemized billing model extensive software training taxwise taxwise. Please select a tax software provider community income tax taxact ero select crosslink drake software oltpro professional. Youll find that we have all the features youve come to expect, plus some exclusive ones like low bank product fees, all. Software keyboard shortcuts crosslink tax tech solutions. Be sure to follow crosslink on facebook, twitter and. Feedback from participants has been excellent and truly supports the income tax schools. Find out more whether you need software for your single office or a full suite of tax solutions to support your multioffice or service bureau environment, you need utax. Crosslink software is properly configured for their specific business.

There are several ctrl, alt, and fkey functions in the tax software that will save you andor your tax preparers time while processing a tax return, which in turn will help your tax preparation business. In addition to the software, you will also receive. Access instructional product videos and online training for tax education. Completing a basic individual return with crosslink 1040 youtube. Completing a basic individual return with crosslink 1040. Access instructional product videos and online training for. Executive tax software provides comprehensive training of the basic. Introduction and completing a basic tax return in crosslink online. Current software select software atx block cch axcess cch pro systemfx global cch prosystem college student drake go system tax rs intuit tax online jackson hewitt. Electronic signature pads capture taxpayer signatures. Professional tax software for highvolume tax businesses. Relevant for crosslink 1040 as a software buyer, you are required to pay extra for inperson training, though some vendors offer webbased training as part. There are several ctrl, alt, and fkey functions in the tax software that will save you andor your tax preparers time while processing a tax return, which in turn will help your tax preparation business generate more revenue.

In this program, you market to referrals who want to start their own tax preparation business under your. We provide the leading software and technology for all tax professionals, training, and help you start your very own. Setting up your preparers and billing for success in crosslink 1040. Experience crosslink 1040 professional tax software for yourself and discover how our industryleading technology can help grow your professional tax preparation business.

The crosslink learning center provides you with access to software training videos, important documentation, and useful links that will help you maximize your experience using the crosslink suite. Learning center crosslink professional tax software. Maker of the crosslink suite of professional tax software solutions, petz. The application designed by wolters kluwers cch small firm services provides cpas, small accounting firms, freelance accountants, and finance teams of businesses with a desktop solution that includes a library of tax compliance forms. Whether you are a service bureau supporting a diverse customer base, a large organization with multiple locations or a highly successful singleoffice operation, we have your highvolume tax software solution. Starting a tax return in crosslink 1040 professional tax software. Protect your clients and your tax preparation business. Crosslink professional tax solutions home facebook. Learning center crosslink tax software knowledge the. Dec 18, 20 we are happy to notify you that crosslink 1040 professional tax software for tax year 20 is live and available for download. Allocation of individual income tax to the virgin islands. Headquartered in tracy, ca, crosslink has proven its.

These live webinars will cover tax industry changes and several important features within crosslink 1040 and crosslink online to help you run a successful and efficient professional tax preparation business. Interest computation under the lookback method for completed longterm contracts. We provide the leading software and technology for all tax professionals, training, and help you start your very own tax business. My problems started when i would try and reach tech support. Become a crosslink 1040 professional tax software pro with these tax software tutorials. Go to the crosslink customer portal to download it today. To get you started and ready for your journey, below are some links i want you to go through to get yourself the knowledge needed to be a tax professional. Our training will give you the confidence you will want to have to impress your clients with a goal of making your clients life time clients. Tax software our desktop software is built based on the needs of busy tax offices that specialize in providing their clients with fast and accurate tax returns. However, there are options and features that you need to consider to get the best for your tax business. Crosslinx transit solutions cts is a design and construction consortium established to deliver and maintain the eglinton crosstown lrt.

This speeds up the workflow and reduces learning curve. Billing setup crosslink professional tax software youtube. May 03, 2012 i switched software companies this year from taxwise to crosslink tax software. This training video covers billing setup within crosslink 1040 professional tax software. With the robust electronic software, the tax payers signature is securely bound to the. Training returns are a great way to educate yourself as a preparer and test out the tax software without actually creating a real tax return. Utilize crosslink professional tax softwares list of nonreturning clients report found in the utility menu of the software to identify clients from last year that have not returned to have their taxes prepared this year. Tax software is only part of what we can offer you.