Where do I find my EFIN Validation code?
Your EFIN validation code can be obtained by logging in to your Keystone Tax Solutions Pro Account Hub. Once logged...
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Security Roles
In Keystone Tax Solutions Pro, a security role is a predefined set of permissions to access different menus and features.... -
Bank Setup Menu
If you have enrolled with a bank to offer refund transfer options to your clients, you will indicate the bank... -
Scriptel Signature Pad
Keystone Tax Solutions Pro now has the capability to use Scriptel Signature Pads in addition to Topaz Signature Pads in... -
2019 Keystone Tax Solutions Pro Program Instructions – Installation/Configuration/Usernames and Passwords/Security Roles
Important: If Keystone Tax Solutions Pro is being installed on more than one computer and the computers will be using... -
Path Menu
The Path Menu shows three important Windows directory paths related to Keystone Tax Solutions Pro. Installation Path The installation path... -
Electronic Filing / Bank Setup Menu
Transmitter’s EFIN – Enter here your Electronic Filer Identification Number (EFIN). Ensure the number you enter is correct. This is... -
Advanced Fee Setup
Require DD & EM Returns to be Paid before Transmitting? DD = refund by direct deposit; EM = refund by... -
Custom Fees and Custom Discounts
In addition to adding fees for the various federal and state forms and schedules in the Fees Menu, you can... -
Fees / Billing Setup Menu
In Keystone Tax Solutions Pro, the Fees / Billing Setup Menu is where fees and other invoice-related controls are set....