Your customer started the tax return with TaxPass - all you need to do is finish it with CrossLink 1040.
Follow the instructions below to successfully retrieve a tax return started with TaxPass:
1. Click TaxPass Mobile App Retrieval on the WIP.
🖐 Note: CrossLink will connect/display any customers that have sent their tax return data with TaxPass.
2. Click OK to open and finish their tax return.