---
title: "Online 1040 - Introduction and Completing a Basic Tax Return"
canonical: "https://support.crosslinktax.com/space/CSC/1869290651/Online%201040%20-%20Introduction%20and%20Completing%20a%20Basic%20Tax%20Return"
format: markdown
---
> ℹ️ Introduction and Completing a Basic Tax Return in CrosslinkOnline. Click <u>[here](https://www.youtube.com/watch?v=aptokDMrwJA&list=PL72vI9ECx0fx7AcboIV1f8Qc-VXtBjj9V)</u> to view a webinar video on how to create a basic tax return from start to finish in CrosslinkOnline.

## \uD83D\uDCD8 Instructions

1. Click on Tax Returns from the left side bar menu and then New Return blue tab
2. Enter and confirm the taxpayers SSN, and click on Create Regular Return
3. Complete the Client Data Screen.
4. Click on Add will show all forms associated with the tax return, including forms and  
documents that will not be e-filed such as the Invoice.
5. Use the Verify Return tab in the toolbar to check the return for errors required in order to queue the return for transmission.