---
title: "1040 - Auto Complete EFIN and ERO"
canonical: "https://support.crosslinktax.com/space/CSC/1869286937/1040%20-%20Auto%20Complete%20EFIN%20and%20ERO"
format: markdown
---
> ℹ️ This article demonstrates how to configure CrossLink 1040 to automatically complete the EFIN/ERO information in a tax return.

 

**Follow the instructions below to successfully configure CrossLink 1040 to auto-complete the EFIN and ERO information:**

1. Log into CrossLink 1040 with **Administrator Rights**.

2. Click **Setup **> **Office Setup**.

3. Select the **E-Filing** tab.

 

## If the **EFIN** is present in the **Default EFIN **field:

4. Make a note of the EFIN.

![image](media://950a1e69-cba7-4f97-a540-9e93c84aff00)

## If the **EFIN** is not present in the **Default EFIN** field:

5. Enter the desired **default EFIN** in the **Default EFIN** field.

6. Click **OK**.

7. Click** Database **> **EF Originators**. 

 

## If the **EFIN from step 4** exists in the **EF Originators** list:

8. Skip to **Step 12** below.

 

## If the **EFIN from step 4 does not exist** in the **EF Originators** list:

9. Enter the **EFIN from step 4 **in the **ERO’s EFIN **field and click **Add**.

![image](media://c68d1986-1f5d-4431-9dd6-c5b30d291009)

10. Verify the information on the **Electronic Return Originators** screen is correct, making changes as necessary.

11. Click **Save**.

12. Click **Close**.

> ✅ **Congratulations** 🎉 the software is now configured to automatically complete the EFIN information on all new tax returns.

> ⚠️ *Existing returns will contain the EFIN information that existed when they were created. You can refresh the EFIN on the returns to get the updated EFIN record.*