Turn On/Off Automatic Receipt Printing
Keystone Tax Solutions Pro provides the option to print a four part receipt for each client entered into the program ...
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Copying Configuration To A New Computer
Attach a USB/flash drive to the original (old) computer. From the Main Menu of Keystone Tax Solutions Pro select: Configuration... -
Managing / Changing the Client List
There are several ways to change the way the Client List displays when you select Tax Returns from the Main... -
Special Attention Database
The Special Attention Database allows you to store information about a client that you may wish to take into consideration... -
2018 Keystone Tax Solutions Pro Program Instructions – Configuration/Usernames and Passwords/Security Roles
Initial Configuration Step 1 Open the Program Double‐click the Keystone Tax Solutions Pro Icon. You will be greeted with a... -
Preparer Security
When Keystone Tax Solutions Pro is started, it will open a window to log in with a user name and... -
Entering / Editing Company Information
The Company Setup Menu is where information about your firm and its preparers is stored. In Keystone Tax Solutions Pro,... -
Configuration Menu
From the Main Menu of Keystone Tax Solutions Pro select Configuration to access the Configuration Main Menu. Select the links... -
Configuration Utilities Menu
Copy Configuration to Disk – The Configuration backup contains all of your firm information, preparer information, fees, and network settings.... -
Advanced Configuration Menu
To access the Advanced Configuration Menu, from the Main Menu of Keystone Tax Solutions Pro select: Configuration Advanced Configuration (Macros)...