Welcome to the CrossLink TPA Help Center!

• Recent Articles

• Error Message: "Error-ICLRMetaHost::GetRuntime failed"

  SYMPTOMSWhen trying to email the tax return, the following error message appears: "Error-ICLRMetaHost::GetRuntime failed" RESOLUTION Download and install Microsoft .NET Framework SP 2.0: Download .NET Framework from this ...

• State corrections needed but Federal has been accepted so the return is locked.

  Login as EFIN; open the affected tax return Click the override button at top right;  on the same line as the return ID, taxpayer name and social security number. Make any necessary changes; that do not affect the accepted returns; if a change is ...

• Refund Options - Form invalid with Advance - Form 1310, 8862, 4684, 8379, 4852 ,8863. Return must also contain W-2, 1099-R or Sch-C Advance

  This Tax Bank is not allowing Advances with Form 8863; Error is due to the education expenses entered on the estimator. The software is seeing the "potential" for Form 8863. Either add Form 8863 or remove education expenses from Line 27 of the ...

• Digital Signatures/ Digital Documents.

  1) Even when the green check marks don't show on the tax software after client's have signed the docs, you can click on "Digital Docs" and you will see them in there. That way, you can verify that they've been signed. 2) Even though the feature to ...

• How to print checks

  Go to WIP > Printing Queue > Click on Check, Registers and Activation > Check Inventory > Activate > Select Tax Bank and look at your check stock, Layout version is found on the front of the check.