Uploading an Image – Affiliate Customization To upload a logo to your ProWeb / Account Hub, complete the following steps: Click the “Choose logo” button: A...
Keystone Tax Solutions ProWeb Supported Forms Keystone Tax Solutions ProWeb program supports the following Federal Forms. Forms indicated with a * are not listed in the...
Checking Client Status Acknowledgements are already received for the client. Client Status will display the reason a Federal or State return was rejected....
ProWeb – Automatic Extension Application (Form 4868) Creating, Printing and Filing Extensions in ProWeb Form 4868 is used to extend the time to file an individual tax...
ProWeb – Conversion of Data for New Customers If you are new to Keystone Tax Solutions ProWeb and have previously prepared tax returns in another desktop tax program,...
ProWeb – Deactivate a Tax Return In Keystone Tax Solutions Pro, there is no way to delete a return from an office. The Tax Return will...
ProWeb – Editing Returns If you need to edit or continue working on a return you’ve previously started, you can access the return by...
ProWeb – Emailing A Return There are two ways to email an encrypted copy of a client’s tax return. From the Main Menu of Keystone...
ProWeb – Filing Deadline and Extension Information Individual Returns/Extensions The deadline for submitting timely filed 2017 individual income tax returns and extensions is Tuesday, April 17th, 2018....
ProWeb – Forgot Password In the event you have forgotten your Keystone Tax Solutions ProWeb password, you can create a new password with the...