Відео

Thanks for reaching out! Here you go: www.crosslinktax.com/customer-resources/tax-resource-center/avoidtaxerrors/

www.crosslinktax.com/customer-resources/tax-resource-center/avoidtaxerrors/

www.crosslinktax.com/customer-resources/tax-resource-center/avoidtaxerrors/

www.crosslinktax.com/customer-resources/tax-resource-center/avoidtaxerrors/

​@@CrossLinkTaxthanks

www.crosslinktax.com/customer-resources/tax-resource-center/avoidtaxerrors/

www.crosslinktax.com/customer-resources/tax-resource-center/avoidtaxerrors/

This is the most recent presentation we've recorded on this topic, but you can view one that's a little older here - ua-cam.com/video/gXo-Qflrv2g/v-deo.html

Awesome! We would love to learn more about your business model. Check us out at: www.crosslinktax.com/learn-more/ and submit your details by clicking “Contact Sales.” One of our representatives will reach out to after that. Thanks for your interest! 😎

Thank you for contacting us! 😃 Email sales@crosslinktax.com with your details and a representative will reach out to you shortly.

Thank you for contacting us! 😃 Email sales@crosslinktax.com with your details and a representative will reach out to you shortly.

Thank you for contacting us! 😃 Email sales@crosslinktax.com with your details and a representative will reach out to you shortly.

Most likely the account number you are referring to is the temporary bank account used for you from the RT provider to process the RT. You may also have a bank application that will display the disbursement type (which should be DD) displaying your actual bank account information.

Check out our "What's New with CrossLink for 2024" webinar around the 27:20 mark to learn more about this topic. ua-cam.com/video/MHjzM2P-RXo/v-deo.html

Taxpayers can utilize our TaxPass Mobile Site for this. TaxPass will send a photo and/or pdf to the taxpayer's tax return and store it in the document archive.

Documents are stored within the tax return and the naming of the file is up to you.

www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/2024-reporting-requirements-corporate-transparency-act/

Users are required to create an extension on each return individually. Users can choose to create/queue all the extensions individually and then send them all at once in a "batch" to the IRS.

We're sorry to hear you had a bad tax preparation experience. We'd love to hear more about it. Please contact us at marketing@CrossLinkTax.com so we can learn more.

No sale igual

Thanks for reaching out, Lizbeth! CrossLink has not made any adjustments because we are still waiting for the IRS to determine if this is taxable on the Federal Level (see the link below). California uses the Federal AGI and we can’t add anything until we know how it’s going to be added on the Federal level. www.irs.gov/newsroom/irs-statement-taxability-of-state-payments#:~:text=The%20IRS%20is%20aware%20of,information%20and%20clarity%20for%20taxpayers We understand that some users don’t want to wait and file with their own assumptions until the IRS issues guidance on this topic. If they do, users will have to subtract this amount manually on the Sch CA, Section B, line 8z. There are data entry lines where users can manually make these types of adjustments. For further assistance, please contact us at 800-345-4337.

Are you using CrossLink Online or CrossLink 1040 Desktop?

Zero transparency

If you are referring to the January IRS Updates webinar, No. The January IRS Updates webinar is scheduled for January 20th. You can register here: www.crosslinktax.com/webinars/