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1040 - Configure User Preferences

  • Updated

This article demonstrates how to configure your user preferences.



Follow the instructions below to successfully configure your user preferences:

1. Log into CrossLink 1040.

2. Click Utility > User Preferences.

3. Update any Login Preferences and click OK.

 

Field

Description

Color Scheme

Choose the color scheme you want

Client Data Screen

Choose the default Client Data screen.

Each option significantly changes the layout of the Client Data screen in a tax return. We recommend using the default Client Data screen.

Questionnaire

If you are using the Questionnaire, choose the language you want to use.

Client Letter

Choose the client letter you want to print by default with each tax return.

Lookup Sort By

Select the default sort method you want to use to sort the grid on the Lookup screen.

Checkbox

Description

Use Transcription Mode

Select this check box to allow entry of completed (previously prepared) tax returns directly into the program.

This option disables overrides and allows data entry on calculated fields. We do not recommend selecting this check box.

Bypass City/Zip Key Tracking

Select this check box if you don’t want the program to automatically complete the city and state information when you type a ZIP code.

Bypass EIN Key Tracking

Select this check box if you don’t want the program to automatically complete the EIN information when you either an EIN in a tax return.

Ignore State ID from Employer

Select this check box if you want the program to ignore employer state ID stored in the Employers/Payers database.

Clear this check box if you want the program to automatically complete state EIN information on Forms W-2/W-2G/1099-R. 

Change Password Button

Click this button to change the login password that is required when you open the program.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 






 

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