Do you want to add a custom status for your tax returns? This article will demonstrate how to create and add a user-created status code.
Overview
Create a New User-Created Status Code
Assign a User-Created Status Code
Follow the instructions below to successfully create/add a user-created status:
Create a New User-Created Status
1. Log into CrossLink 1040.
2. Click Database > User Status Code.
3. Enter the new "Status" in the Status Code field and click Add.
4. Enter a Description and click Save.
Assign the Status to the Tax Return
1. Open a tax return.
2. Click Information and Status from the Attached Forms.
3. Click the User Status field > Press F3 or Choices.
4. Select the User Status Code.
5. Click OK.