CrossLink Tax Resource Center
The CrossLink Tax Resource Center contains the latest information for registered return preparers, tax law changes and other useful Federal tax information.
Federal and State Extension Updates
Click below for the latest information we have regarding COVID-19 and its impacts on both Federal and State tax filings.
Paid Preparer Due Diligence Requirements
Check here for details on the expansion of preparer due diligence requirements for head of household filing status and for the new credit for other dependents. Also, includes an overview of the preparer due diligence requirements for the Child Tax Credit (CTC), Earned Income Tax Credit (EITC) and the American Opportunity Education Credit (AOTC).
Things to Know for the Current Tax Year
"Hot-off-the-press" information you need to know for the current upcoming tax year. This includes additional changes to the redesigned Form 1040 and associated Schedules, new Form 1040SR, provisions that are effective beginning in 2019 and reminders of changes still in effect related to the Tax Cuts and Jobs Act
CARES Act and Other Things to Know for Next Year Tax
Check here for information for tax year 2020. This includes tax provisions in the CARES Act, inflation adjusted provisions, extender provisions that are still applicable for 2020, the change to the Kiddie tax calculation, individual retirement account reminders, changes that were included in the 2020 appropriations legislation, and Tax Cuts and Jobs Act resources.
Preparer Security and Tax Identity Theft
Check here for the latest information on what preparers need to do to protect themselves from cybercriminals. This includes what basic security steps preparers should take to protect their computer systems and their client’s data and helpful links related to security and how to prevent tax identity theft.
Taxpayer First Act and New IRS Modernization Plan
Check here for details on how the recently enacted Taxpayer First Act will affect the IRS, taxpayers, and tax preparers. Also, see details about the new IRS Modernization Plan that will change how the IRS operates and provides service for taxpayers and tax preparers in the future.
IRS Voluntary Continuing Education Program and PTIN Requirement for Federal Tax Return Preparers
The latest information on the new IRS Filing Season Program for unenrolled preparers as well as IRS PTIN requirements, and how to renew or obtain a PTIN.
Helpful Tax Websites
Links to IRS websites that practitioners will find useful both during and after the tax season, such as sites for security and disclosure, earned income tax credit, practitioner pages, electronic filing, and IRS forms and publications.
State Requirement for Preparers which offer Tax Refund Products
Information on States that require preparers to register and/or have requirements for preparers whom offer tax refund loan products to their customers.
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