This article demonstrates how to assign a license to an office. A Product License is required in order to communicate with Central Site (CS) and various services such as Secure Offsite Storage (SOS), access to business return mode, and switching to Hosted Product.
Follow the instructions below to successfully activate an office from the web portal:
1. Log in to the CrossLink Web Portal using the Account Code or Multi-Tier User ID.
2. Click Support > Manage Offices.
3. On the Manage Offices screen, choose each license from the dropdown associated with each User ID, to include which states will be available when the software first transmits to Central Site.
🖐 Note: This includes any Business Licenses for the Business product which is normally available later in the season.
4. Click on the Update License button when all of the selection/s have been made.
🖐 Note: Federal and Business Licenses cannot be removed after the first return transmission.