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How to Edit/Create EFIN Record in Crosslink Desktop Software

  1. Click on database>EF Originators
  2. Select the correct EFIN and select edit or enter the efin number at the top and click add
  3. Fill out the card as completely as possible.  *This should match what is on the efile summy  page for this EFIN.
  4. After filled out have the ERO sign the record through there preferred method of signing.
  5. Save the record.
  6. If this is going to be the default EFIN used on returns set it as the Default EFIN in Setup>Office Setup>E-Filing tab