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today were gonna discuss you know one of the most fundamental aspects of using the program and thats creating and processing a tax return with crosslink 1040 specifically were going to learn how to add a new tax return and discuss some of the important areas found within a tax return well also learn how to complete the client data worksheet how to add federal and state forms after that were going to select the refund disbursement method in other words how the taxpayer would like to receive their tax refund well see how to verify for tax errors how to print and/or archives and how to capture signatures as well Ill discuss how to queue and transmit the tax return and the difference between these two functions and finally well finish up with a few helpful tools to keep in mind when preparing tax returns tools to help you add notes for example check the current status of a tax return register payments and much more as you can see we have lots to come today so lets get right to it
