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Video instructions and help with filling out and completing Who Form 1094 B Navigation

Instructions and Help about Who Form 1094 B Navigation

Today we're gonna discuss you know one of the most fundamental aspects of using the program and that's creating and processing a tax return with crosslink 1040 specifically we're going to learn how to add a new tax return and discuss some of the important areas found within a tax return we'll also learn how to complete the client data worksheet how to add federal and state forms after that we're going to select the refund disbursement method in other words how the taxpayer would like to receive their tax refund we'll see how to verify for tax errors how to print and/or archives and how to capture signatures as well I'll discuss how to queue and transmit the tax return and the difference between these two functions and finally we'll 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 let's get right to it it's open up the program here we are so this is the work in progress summary the main page of crosslink 1040 to add a new tax return to this program what I'll do is I'll click on the add new button found on the toolbar here the first thing that the program wants from me is the tax payer social now if the taxpayer doesn't have an SSN and would like to apply for an ITIN for example what you can do is you can click on this w7 button found here clicking on the w7 button will create a return that's composed of all nine so social of that tax return will be created will...