The office to office module in the Keystone Tax Solutions program gives you the ability to securely transfer encrypted returns over the internet from one office to another. This module was designed to help preparers that work in multiple offices within the company or offices that may not have a network established in their office. When a remote computer transmits to the other, there can be a delay in the receiver being able to retrieve the file. This year the program stores the sent files into a staging area on our servers and there can be a 15 – 20 minute delay before the receiver can retrieve the file(s), even though the sender immediately sees the message that the file has been uploaded to Keystone Tax Solutions.
NOTE: This option can only be run from the transmitting computer.
To display instructions for sending tax return(s) from one office to another office
From the Main Menu of Keystone Tax Solutions select:
- E-File
- E-File Utilities
- Office to Office Transfer
- Send Returns to Another Office
- Place a check to the left of each return that needs to be sent to the other office
- You will be prompted to enter a password used to secure the transmission to the other office. This is a password you will create. (the other office will need this password to retrieve the transmission after it has been sent).
- When the transmission is complete, you will see a message displayed ‘Return file successfully uploaded to Keystone Tax Solutions’ indicating that the transmission was successful
- Select ‘OK’
To display instructions for retrieving tax returns(s) from another office
From the Main Menu of Keystone Tax Solutions select:
- E-File
- E-File Utilities
- Retrieve Returns from Another Office
- You will be asked to enter the EFIN of the sending office and the password used to send the transmission file
- A window will appear listing the clients to recall from another office. Place a check to the left of each return that needs to be recalled from the other office and select ‘OK’
- You will see a message ‘Returns successfully recalled.’ Select ‘OK’.
To display instructions for viewing the tax returns(s) sent from another office in the tax program
From the Main Menu of Keystone Tax Solutions select:
- Utilities
- Repair Tax Return Pick List
- You will see a message ‘Please make sure you have all states installed that were attached to the returns. Are you sure you want to proceed?
- If your computer meets these requirements select ‘YES’. Exit the Utilities Menu and then select Tax Returns. The returns should now appear in the pick list.