---
title: "1040 - Auto Fill the Preparer Information"
canonical: "https://support.crosslinktax.com/space/CSC/1869289389/1040%20-%20Auto%20Fill%20the%20Preparer%20Information"
format: markdown
---
> ℹ️ This article demonstrates how to set up CrossLink 1040 to automatically complete the preparer information in a tax return.

 

**Follow the instructions below to successfully configure CrossLink 1040 to automatically add the preparer's information on a tax return:**

1. Login to CrossLink 1040 with **Admin Rights**.
2. Click **Database **> **Paid Preparers**.
3. Next to the user whose information is to be used as a default, note the value in the **Preparer ID** column.
4. Click **Close** to close the **Paid Preparers** window.
5. Click **Setup **> **Login Accounts**.
6. Select the login used for the preparer selected in step 3 and click **Edit**.
7. In the **Preparer Shortcut ID** field, type or select from the list, the **shortcut ID noted in step 3**.
8. Click **OK** to save the changes.

> ✅ CrossLink 1040 will now auto-populate the preparer's information when creating new tax returns.