The Tax Returns Menu, also known as the Client List or the Pick List, is where you start a new return or edit an existing return. To access the Tax Returns Menu, from the Main Menu of Keystone Tax Solutions Pro select Tax Returns.
Overview of the Tax Returns Menu
By default the list is sorted by SSN. To change the column by which the list is sorted, click the column heading. For example, if you wish to sort the list by last name, click the “Last Name” column heading to sort the list alphabetically (A to Z) by last name. Click “Last Name” again to reverse the sort order (Z to A).
The Tax Returns Menu contains multiple columns, and not all of these columns are visible. Drag the bottom scrollbar to the right to see additional columns of information. Refer to the article Managing / Changing the Client List to learn how to adjust the position of columns to suit your needs.
Searching for returns
If you have an extensive client list and you know the customer’s name whose return you wish to edit, it may be more efficient to find them using the Search box at the top left of the window, as follows:
- Click the column heading for the column you wish to search, e.g., Last Name.
- Enter any portion of the client’s last name. As you type, the list will narrow with each letter entered.
- Once you have located the client whose return you wish to edit, double-click the client and the return will open.
Customizing the Tax Returns Menu
The columns in the Tax Returns Menu can be rearranged as desired. To move a column, click and hold on the column heading you would like to move, then drag the column to the position where you want it to be. Release the mouse button to finish. (If in the course of doing this a column disappears, it is probably on the far right. Scroll the window right to find it.)
To resize the Tax Returns window, click and hold on the side or corner you wish to move, then drag the mouse to move it.
Adding Notes to a Tax Return
To add notes to a tax return, e.g, things remaining to be done, questions that need answers, information the return is waiting on, right-click on the return. Notes can be configured to display before opening the return and/or after opening the return.
Starting a New Tax Return
To start a new tax return, enter the client’s Social Security Number and press Enter.
Additional Information
Managing / Changing the Client List