This information applies to Keystone Tax Solutions Pro for tax year 2018 only
In the View Results menu of Keystone Tax Solutions Pro, “Client Copy 1040” is a special print of the return that consists of Form 1040 along with Schedules 1 through 6 condensed onto fewer sheets of paper. This copy of the return is only for you and your client’s use, and the “Do Not Mail” watermark down the middle cannot be removed. It is not approved for mailing to the IRS.
The Client Copy 1040 can either be printed from inside the tax return or from the View Returns option from the main menu.
To print from inside the return, select:
- View Results
- Client Copy 1040
To print from View Returns, from the Main Menu of Keystone Tax Solutions Pro select:
- View Returns
- Select the taxpayer from the list of returns in the Client List
- Client Copy 1040
If you have purchased Keystone Tax Solutions Pro Premium, you will have the option to generate the Client Copy 1040 to PDF. Otherwise the form will print directly to the printer you have specified.