Print Form 9325 – Acknowledgement and General Information
Form 9325 is a confirmation form from the IRS that the tax return or extension has been received through the...
Software Features
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Client Reports / Custom Reports
Keystone Tax Solutions Pro Client Reports allows you to generate and save reports based on filters you select. Client Reports... -
Client Retention Reports
Client Retention Reports consists of two different menus: Call/Thank You List – The Call/Thank You List shows all completed returns... -
E-File Print Reports Menu
The Print Reports menu under the E-file Menu contains several standard electronic filing and bank product related reports that are... -
Reports Menu
Most of the reporting is done in the software via the Reports Menu. To access the Reports Menu, from the... -
Print Individual Returns
To print multiple individual tax returns, from the opening screen of Keystone Tax Solutions Pro select: Print Print Individual Returns... -
Print Menu
Print Individual Returns Print Individual Extensions Print Organizer Print Blank Forms -
Printing the Client Copy 1040
This information applies to Keystone Tax Solutions Pro for tax year 2018 only In the View Results menu of Keystone... -
Printing the Client Copy 1040
This information applies to Keystone Tax Solutions Pro for tax year 2018 only In the View Results menu of Keystone... -
Print All Returns on Form 1040
For years prior to 2018, Keystone Tax Solutions Pro will always generate both Form 1040, as well as Form 1040-A...