Music, today we're going to be discussing the most important aspects of using cross-linked 1040. That's how to complete a basic individual tax return. Within that, we're going to cover a few topics. Starting with obviously how to add a new tax return. Once we open that return, we'll take a look at the important areas found within a tax return. Kind of give a lay of the land once you're inside of a return. After that, we're going to take a look at the client data worksheet. One of the primary forms we've been working with cross-link 1040. We'll add some federal and state forms to the tax return and see how that process works. We'll select the refund disbursement method. In other words, how the taxpayer wants to get their refund. Is it a check from the IRS? Is it a bank product? If so, is it going to be a direct deposit or a regular printed check? We'll take a look at all that. After that, we're going to verify for errors. One of the most important steps when you're wrapping up a tax return. Making sure that there aren't any errors in the return, which allows you to print and transmit. Which is right after verifying, we'll take a look at printing and Oso archiving. How that works in the software. In addition to that, we'll take a look at capturing signatures from the taxpayer and spouse. See how that process works. We'll learn how to queue and transmit. And what exactly that means when you're working with the return. And finally, we'll wrap up with a few helpful tools to keep in mind when you're working in the return. Some things that may make your life a bit easier when you're processing a tax return....
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