What's inside
The 16-Step Workflow
From login to asking for referrals — the exact order of operations for every return in Crosslink.
Forms Cheat Sheet
Every form from the 1040 to the 8962, what it means, and when it applies to a return.
Golden Rules
The non-negotiables: quote after cost of service, always add the 8962 with a 1095-A, and always write preparer notes.
Ready to run a return start to finish?
Open the study guide and walk the 16 steps in order. The amounts you give clients are always after our cost of service — never forget.
Start studying