To access the Advanced Print Setup menu in Keystone Tax Solutions Pro, from the Main Menu select:
- Configuration
- Printer / Copies Setup
- Advanced Print Setup
Create Form 1040-V on a Balance Due Return – If set to YES, Form 1040-V will always generate when there is a balance due on the return. Two additional options are to have the full amount due print on the voucher or to leave the payment amount blank so the preparer can enter the desired amount. If set to NO, Form 1040-V can be manually generated while in the client’s return.
Print Supporting Notes with Tax Return – If set to YES, all supporting notes that were entered on the tax return will be included when printing the entire return. (Whether set to YES or NO, supporting notes are always available for printing separately in View Results from within the return.)
Allow Printing of Return from View Results – Obsolete. This feature is part of Preparer Security.
What will Form 8453/8879 Print for ERO SSN – Three choices are available for what will print in the ERO or Preparer section on the Federal or State Form 8453: the preparer SSN/PTIN, the ERO SSN/PTIN, or leave the field blank.
Form 8879 will Print for ERO Signature – Six choices are available for what will print on the ERO line of Form 8879: Both ERO & Preparer Names, ERO Name Only, Preparer Name Only, ERO Contact Name Only, ERO & ERO Contact Names, or leave the field blank.
Print Preparer Name on Form 1040 – Select YES to have the preparer name entered in the “Paid Preparer” section of Form 1040. Select NO to leave that section blank.
Date Printed on Forms for Preparer – Three choices are available: Process Date (for completed returns, this is the date the return was marked Complete), Current Date, or leave the field blank.
Date Printed on Forms for Client(s) – Three choices are available: Process Date (for completed returns, this is the date the return was marked Complete), Current Date, or leave the field blank.
Print Client Phone Number on Return – If set to YES, the client’s phone number will print on the “Daytime Phone Number” line of Form 1040.
Default Third Party Designee to – Three choices are available: Preparer, Enter Designee, or leave the field blank. If “Enter Designee” is selected, you will need to input the default designee’s name, PIN, and phone number. (Note that the third party designee assigned to a return can always be changed within the return under Personal Information > Other Categories.)
Print Client Copy of 1040 Estimates – If set to YES, a second copy of the Form 1040-ES vouchers on a single page will be generated with Client Copy – Do Not Send To IRS indicated on the page.
Pull W-2/1099-R Question Default – The default answer to the question “Do you want to pull forward prior year W-2 / 1099-R information?” can be changed to No, Yes, or Skip Question.
Ask to Print when Return Completed – If set to YES, the preparer will be prompted to print the return when it is marked complete. Additionally, if set to YES the desired print option can be specified if the preparer selects Yes to printing, or no print option can be specified and the preparer can choose the print option at the time the return is marked complete.
Always Print SE Long Form – If set to YES, the Schedule SE Long Form will always print in lieu of the Short Form.
Print Preparer Fees on Client Form Listing Summary – If set to YES, the preparer fees will print at the top of Client Form Listing Summary (on completed returns only).
Always Print Schedule A – If set to YES, Schedule A will print for any individual who attempts to itemize, even if the standard deduction is claimed. If set to NO, Schedule A will only print if the individual claims their itemized deductions.
Print Only Completed Returns – If set to YES, only returns marked as complete can be printed from the Print Menu in the program Main Menu. If set to NO, complete and incomplete returns can both be printed from the Print Menu.
Print ERO and Preparer Info on File Copy Returns – If set to YES, ERO and preparer information will print on returns watermarked “File Copy”.