# Review function in binder — Cross reference

The Binder allows users to view source documents during review. The cross-reference tool lets you link related information across two documents for easy navigation.

## Steps

1. Open a source document by clicking on it.
2. Locate the review tool icons above the document.
3. Select the **fifth icon** (cross-reference tool).
4. Open the first document you want to reference and click the cross-reference icon.

   ![Screenshot 2026-03-02 at 18.45.41.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1772473700429-Screenshot2026-03-02at18.45.41.png?Expires=253370764800\&Signature=MnzfWrewAcHErVvTQom1MRRMf2A15TNUHM6lx-51xOZmlpSoTKqu7Li4bPk4Fy-Ezk1MIhVoV96JiytUHaQrgshPkoA6qjsP4z7uKbAKSDh5xdmIS2FsrvMYFYafR97INA~V0Rg2eMfrakbQW0EVITe0JLmrSBMIx77RJyAk7QVzpzEI26rv~Z00JLwICiam0rMS00LyLzhLjlt7bEI9jm0O3Za28~UUXpWcHtCaXnO-7yYDtGqgRqWpgV9UlcWFyhGzJLGJRT7l2IXXsN8zub41Z3IUGUhPEiQgXExhmA95SG5dU5KmT3L4P16oecf7oSH-sCp8ARiUfgXg5apv5A__\&Key-Pair-Id=K3NV4LZ47N8M46)
5. Click on the page where you want to place the reference icon.
6. Add a name for your cross reference (for example: "Form 8889" when cross-referencing W2 box 12 code W with form 5498SA contribution).

   ![Screenshot 2026-03-02 at 18.46.32.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1772473823115-Screenshot2026-03-02at18.46.32.png?Expires=253370764800\&Signature=g70iYWDEoRpJk4zEv2eCVyWTEtrkjynBzIBsOUx92CIvbRjZcsZnkmIqLwmiGr28gPwzsNgRS6N1nFydHLxqV-hO3fzpUULlwL4Ea3kbRUMDVgKXtIrUwnHxgF5wOry3KNIErB3rgmns1HPA3KAq6Htmf3RfZWMbi~tRK5YP7JWHPQoTW3o8I~6VT6NYDFggL~sCKviJ7txXJq539Yt58rYhPuHkLLV8mtUjEHuU5TL3M~FYJ2qAzyzQaD0v381SQM8G9e~0ihq49A0WuNmZSaJU16DyepXUJ5lfw8-rv7xMhmx-~nM4EONLhOcdADYS4O32WIN838Fl5lKDnx8bkg__\&Key-Pair-Id=K3NV4LZ47N8M46)
7. Enter the reference name and click **Save**.

   ![Screenshot 2026-03-02 at 18.46.48.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1772473858954-Screenshot2026-03-02at18.46.48.png?Expires=253370764800\&Signature=dXI4fMjhfZADAZ8bHrJyVlTtVv9EfoQsUgqdmEEoTCZEpPb1nBEYXkrKGqiBfJUSvUzaWb4TXKDEpXZOYEw5WiJKLDLwUhPy7FBgsDL~oM4DXeQ-mAiEA0Fy-yBELp59i38SX4L~v3ijATUnWvvqyZFjzKGLFfqXZs4pQlPlJKuG1s2p7oj0iRAiUhbVEupyqWJhg8S4LzpFpLh-yCjZ9k0Lf6mEFJGGEb5s1m8Qxj8zZRQVVK2U3eVCgYIFE7tWj3PjJGGOVm8e-oeN7SEJu3yMXgw-kQvnkBzPLi7JhWC4N-6cVL7rXOj6-Cd5F3RdpyPkeLPwkHQ__\&Key-Pair-Id=K3NV4LZ47N8M46)
8. Scroll to the second document and click where you want to place the other half of the cross-reference.

   ![Screenshot 2026-03-02 at 18.47.19.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1772473902469-Screenshot2026-03-02at18.47.19.png?Expires=253370764800\&Signature=X8-71KhEgn9kkXBdtb2M0f-lCpVNxGAa~acbiToR-Zk4oMv5MWvG3nmfnka4q534nOzpT-Lmc-InFOaChCcat5tHqkzau3V9aEMPhmm4Gsh6OBesjzjTPZF4CXmuV~qDYZChwZBJX6eJTFJO3U~~O~ookyHwyoSfWm6vRaDP-vYyP4gKHSqoAO5-dsDDMOjWNas03DZEo3mabmgRoa6hLbOdLzKPy~f6OxxFGJmIBhwmFeIoX6uQrUaPYsZPWFl97UcyCbssGnKDRPnpDzhlV~dawsOhoG5z-goYgFQCWu7HAR0dugldWRQZpUNuw-4hZBQaCBmWm2HKj-XbJ5uuZA__\&Key-Pair-Id=K3NV4LZ47N8M46)

***

Legacy URL: <https://support.filed.com/articles/7478828621-review-function-in-binder-cross-reference>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.filed.com/filed-help-center/ai-tax-prep/review-function-in-binder-cross-reference.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
