This article will review how to setup CrossLink 1040 to user the primary SSN or business EIN as the default file name when saving a .pdf.
Follow the instructions to successfully setup CrossLink 1040 to save .pdfs with the primary SSN/EIN:
1. Click Setup > Printer Setup
2. Click Print Options
3. Select Use SSN.EIN for file name.
4. Click OK.
🖐 Note: When you print the document to .pdf, the program will specify the taxpayer's SSN or the business EIN as the default file name for .pdf files.