Return status tags can be created within the Keystone Tax Solutions program and assigned to tax returns to assist you in tracking and sorting returns from within the client list. Tags can be created for as many different items as you’d like and are assigned to returns based your own criteria. Once a return has been assigned a return status tag, the tag will be displayed in the last column of your client list. To sort the list by return tags, scroll all the way to the right of the client list and click on the column header Return Tags. The return tags column can also be moved to a different location within the client list by simply clicking on the column header and dragging it to the desired location in the list.
To set up return tags in Keystone Tax Solutions, from the Main Menu of the program select:
- Configuration
- Advanced Configuration (Macros)
- MACRO (Most Common) Setup
- Return Status Tags
- Select New and enter the return status tag in the space provided. You may add as many return tags as you’d like.
To pull forward return tags from the prior year, from the Main Menu of the program select:
- Configuration
- Advanced Configuration (Macros)
- MACRO (Most Common) Setup
- Return Status Tags
- Select Other, then Pull Return Status Tag Macros
Once return status tags have been entered in configuration, they can be assigned to tax returns. To assign a tag or tag(s) to a tax return, from the Main Menu of the tax return select:
- Exit (or press the Enter key on your keyboard)
- Return Status Tags
- Place a check mark in the box of the return tag or tag(s) you would like to assign to the return