Keystone Tax Solutions ProWeb FAQ

Program URL – https://online.taxslayerpro.com/

1. How do I retrieve my username?
   • Login Page, click on Forgot Username
   • Enter Email Address
   • Click Send Email
   • Go to Personal Email – The email will come from Taxstatusnow.com. Check junk/spam folders if not delivered.
2. How do I retrieve my password?
   There is not a way to retrieve the password, a new password will need to be created:
   • Login Page, click on Forgot Password
   • Enter Username
   • Click Submit
   • Select to receive validation code via Email or text message
   • Click Send Code
   • Enter Verification Code
   • Click Verify
   • Create New Password
   • Notification Click Back

3. Username and Password:
   Your username and password should be sync with your My Account login. Use the same login credentials used for My Account.
   
4. How do I get updates?
   You do not have to manually download and install updates with the ProWeb Tax Program. Each time you log into your office account, updates that have been released will automatically integrate with your program.
   
5. Do my computers need to be networked to use the tax program?
   No. Keystone Tax Solutions ProWeb is web based and runs completely over the internet. An internet connection is required on each computer that will be running the program, but there is no requirement to network your office computers.
   
6. How do I delete a return?
   To delete a tax return:
   • Select Client Search from the Welcome Main Menu.
   • Select Deactivate from the drop-down box Tools to the right of the desired return. Once a return has been deactivated, it CAN be reactivated. If needed, at the main menu click on Start A New 2017 Return. The program will give an option to Reactivate or Remove and Create New
   • Pay-per return: each deactivated return still counts toward your initially purchased 15 returns. Please ensure you are required to delete prior to deactivating.
   • The returns will remain in the client list with a Deleted status.
7. How do I delete a state return?
   To delete a state return:
   • From anywhere within the tax return, select State Return from the navigation menu located on the left of the screen.
   • Click on the Delete button next to the state you wish to delete.
   • Select Delete again to confirm.

8. How do I amend a return?
   To amend a return, enter the return requiring an amendment. From within the return select 2016 Amended Return from the navigation menu to the left side of the screen. Follow the prompts on the following screens to complete the client’s amended return.
   
   NOTE: the return must be transmitted and accepted for the original information to pull to the original column on the amended return.
   
9. How do I amend a state return? See “How do I amend a return?” above. Then, from within the Amended Tax Return – Form 1040X menu click:
   • The Begin button to the right of “Amend State Return(s)”.
   • Click the Edit Amended button next to the state return you will be amending.
   • Select Begin on the following screen next to Amended Return option.
   • For the state amended return to be created, you are required to answer YES to the question: “To create Form xxxx-X, state amended tax return, select YES and complete the additional section below.”
   • Click on the Begin button.
   • Follow the instructions listed on the screen. When completed, the state amended return will be attached below the Federal Amended Return PDF.
10. How do I print or view the amended return?
    • Click on 20XX Amended Return
    • Click on Begin next to Print Amended Return
    • Clicking “Continue” will generate a PDF document of your Form 1040X, along with the supporting forms that must be attached to the amended return.
    • Select the Print your 20XX Tax Return button on the following screen. A PDF copy of your client’s return will be populated in a new pop-up window. If you have any difficulties viewing the pop-up window, please use the Alternate Method for viewing/printing your 20XX tax return below the print button.

11. How do I email a tax return?
    There are two ways to email an encrypted copy of a client’s tax return.
    
    Do the following from the Welcome Main Menu:
    • From the Client Search menu, select Email Return from the drop-down box Tools. The program prepares and attaches the PDF for you.
    • Enter the taxpayer/spouse’s email address under Send To. The tax preparer’s email will pre-populate from Preparer Configuration.
    • The Message Body explains that the file is password protected. The last four of the primary taxpayer’s SSN must be entered for the PDF to open. Click on Send Email.
      
12. individual’s tax return:
    • From the Submission page that follows the E-File page, click on the button named Email Return.The program prepares and attaches the PDF for you.
    • Enter the taxpayer/spouse’s email address under Send To, your email will pre-populate from Preparer Configuration.
    • The Message Body explains that the file is password protected. The last four of the primary taxpayer’s SSN must be entered for the PDF to open.
    • Click on Send Email.
13. How do I password protect a return?
    From the Main Menu of the program select Client Search.
    • Select Privacy Settings from the drop-down box Tools.
    • Select Yes from the dropdown box indicating that you want to mark the return as a private return.
    • Enter in the password for the return.
    • To ensure accuracy, you will be required to enter the password again for confirmation.
    • There is an override in Synergy Passwords (Proweb Private Return)

13. Can you create custom print options?
    From the Welcome page, click on Select next to Configuration.
    • Click Select next to Print Sets
    • Click the green button +Add “Add Print Set”
    • Enter the “Print Set Name”
    • Go through the Form/Schedules Names and enter the number of copies for each.
    • When you have finished, click Save at the bottom of the screen.
14. 
    These “Print Sets” can be selected when printing a return from the Submission Page within the return or from the Client Search printer icon located next to the client’s name.
15. How do I view a return?
    There are two options for viewing a return:
    • From anywhere inside the tax return select Summary/Print from the navigation menu located on the left side of the screen. Select the blue View/Print Return button.
    • Select Preview Return from the upper right side of the screen. Then select the Print your 20XX Tax Return button on the following screen. A PDF copy of your client’s return will be populated in a new pop-up window. If you have any difficulties viewing the pop-up window, please use the Alternate Method for viewing/printing your 20XX Tax Return below the print button.
16. How can I print my returns?
    There are three options for printing returns:
    • From anywhere inside the tax return select Summary/Print from the navigation menu located on the left side of the screen. Select the blue View/Print Return button.
    • Select Preview Return from the upper right side of the screen. Then select the Print your 20XX Tax Return button on the following screen. A PDF copy of your client’s return will be populated in a new pop-up window. If you have any difficulties viewing the pop-up window, please use the Alternate Method for viewing/printing your 20XX Tax Return below the print button.
    • From the Submission Page within the return: choose the print option and click on the blue Print Return button.
17. Can I print from outside the return?
    • From the Welcome page, select Client Search.
    • Click on the Printer Icon to the right side of the select taxpayer’s name.
    • Choose Print Return. You can choose the “Print Sets” if created. The program will also generate the PDF for the return.

17. How do I file a state only return?
    To file a state only return, select the E-File section located on the navigation menu to the left of the screen. Place a check mark in the box next to Send State Only. (A pop-up window will appear stating: “Note – the federal return will not be filed.”) Continue with the e-file page as usual. Click Save to continue.
    
18. How do I mark a return as complete?
    From any menu in the tax return select the E-File option on the navigation menu located to the left side of the screen. Continue the electronic filing process and click Save. From the E-File Summary screen, place a check mark in the box next to the statement Mark Complete under the Return Information section. At this point you can choose “ Save and Exit Return” or “Save and Transmit Return to IRS”.
    
19. Can I unmark a return as complete after it has been marked?
    No. After a return has been marked as complete, it cannot be unmarked.
    
20. How do I mark a return as paid?
    From any menu in the tax return select the E-File option on the left side of the screen. Continue the electronic filing process and click Save. From the E-File Summary screen place a check mark in the box next to the statement Invoice Paid under the Return Information section. Once a return has been marked as paid, it cannot be unmarked. At this point you can choose “ Save and Exit Return” or “Save and Transmit Return to IRS”.
    
21. How do I enter a payment?
    The program does not have a place to enter in a payment.
    
22. How do I print checks in the tax program?
    Checks will be printed from your tax product bank’s website. To access your bank’s check printing module from ProWeb, go to the Main Menu of the program select Print Checks. You will be automatically redirected to your bank’s check printing site.
    
23. How do I create and e-file an extension for a tax return?
    To create an extension for a client, select the  Federal Section from the navigation menu located on the left side of the screen within your client’s return. Go to the section labeled  Miscellaneous Formswithin the Federal Section. From the Miscellaneous Forms menu, select Begin to the right of Application for Extension (Form 4868). Fill in all required information and select Continue. Select the E-File option at the left side of the screen. There will be a message indicating that an Application for Extension was found. You will be given the option to Make Changes, File Extension, or File Return. To complete the extension e-file process, click on File Extension. You should receive an acknowledgement from the IRS within 24-48 hours.
    
24. How do I complete the EIC Due Diligence questions?
    The program will calculate the EIC based on the information entered and if the return meets the qualifications.
    The Due Diligence questions are found when you Continue through the Calculation Summary page:
    • If the return DOES NOT meet the qualifications for EIC on the Calculation Summary page, there is a message that reads REASONS FOR NO EARNED INCOME CREDIT (EIC).
    • If the return meets the qualifications click Continue through the Calculation Summary page. At that time the program will generate the Due Diligence questions.

25. How do I get Acknowledgements?
    The program automatically receives acknowledgements for the client. These acknowledgements can be seen on the Client Search page next to the client’s name under Status. The Status column will show if the return is In Process, Complete, Deleted, Transmitted, Accepted, or Rejected.
    
26. How do I check why the return was rejected?
    There are two ways to check on rejected returns:
    
    From the Welcome page, select Client Search
    • Click on the Tools drop-down arrow, select Client Status.
    • Clicking on Enter Return will open the taxpayer’s return.
27. -OR-
    
    From the Welcome Page, click on Rejected Clients
    • Click the Reject Code next to the taxpayer’s name, to show the details of the rejection.
    • Clicking on Select next to the taxpayer’s name will open the taxpayer’s return

NOTE: In Client Status, the program also shows the Client Return History. The tax preparer can open the client’s return by clicking on the green Enter Return button.