Editing the Cover Page
To edit the Cover Page that prints with the tax return, from the Main Menu of Keystone Tax Solutions Pro...
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System / Network Configuration Menu
If you are new to networking in Keystone Tax Solutions Pro, be sure to read the knowledgebase article entitled “Network... -
Working with Custom Questions
Custom Questions allows you to add your own questions to the navigation menu within returns. These questions can be made... -
Uncollected Tax Reported in Form W-2 Box 12
If an employer could not collect all the Social Security tax, Medicare tax, or Railroad Retirement tax on either tips... -
Form 1099-R Box 7 Distribution Codes
Are you filing a Form 1099-R for your client? Find the explanation for box 7 codes here. 2020 1099-R Box... -
Other Taxes and Recaptures
Several other taxes may need to be paid on Form 1040. These will carry to Schedule 2 Line 8 (in... -
Send Corrupt Return
At some point during the tax season, you may wish to send a copy of a tax return to Keystone... -
IRS Identity Protection PIN
Beginning in January 2011, the IRS started sending notice (CP01A) to taxpayers who had previously contacted them and have since... -
Miscellaneous Forms Menu
Amended Return (1040X) Claim Refund Due a Deceased Taxpayer (1310) Injured Spouse Allocation (8379) MFJ vs MFS Comparison MFS Allocation... -
When Should I File Form 8857 – Request for Innocent Spouse Relief?
This form was last Revised January, 2014 but is still current through tax year 2019. Form 8857 – Request for...