Updates Main Menu
Downloading and Installing Updates Keystone Tax Solutions Pro will download configured updates automatically every day upon initial start up (when...
Software Features
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Update Manager – Configuring Automatic State Updates
Keystone Tax Solutions Pro will download and install Federal Individual and Business updates as well as configured state updates automatically... -
Additional Utilities
In the Additional Utilities menu in Keystone Tax Solutions Pro are several utility programs that will normally only be used... -
Repairing the Pick List
The Client List, or Pick List, is an index of all the returns you have created. Occasionally, this index may... -
Additional Reports Menu
The Additional Reports menu contains five reports that might occasionally be useful in analyzing the individual tax returns your firm... -
Amount Due Report
This reports lists returns that show a balance due on the federal return as well as any state returns. To... -
Tax Return Payments Report
This reports lists payments that have been posted against invoices for returns. Payments can be indicated either in the Receipt... -
Custom Fees and Discounts Report
This report displays the amount of custom fees you charged and custom discounts you gave. Only returns that have been... -
Receipts
The receipts menu allows you to manage payments and print receipts without having to open a tax return. To enter... -
Preparer Commission Report
Offices that use a commission-based structure to pay preparers can run this report to display commission totals by preparer. The...