Editing the Client Letter and Privacy Letter
To edit the Client Letter that prints with the tax return, from the main menu of Keystone Tax Solutions Pro...
Software Features
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Printing a Watermark ‘File Copy Only’ Version of a Tax Return
All Print Options in Keystone Tax Solutions Pro include an option to print a watermark across each page of a... -
Hurricane Related Personal Casualty Losses – Carrying Loss Back to 2016
This article applies to Keystone Tax Solutions Pro for tax year 2016. Under the Disaster Tax Relief Act of 2017,... -
Form 4684 – Casualty Loss under the Disaster Tax Relief Act of 2017
The Disaster Tax Relief Act which was signed into law on September 29th provides certain tax relief this year for... -
Pulling Forward Prior Year Data
If there is a previous year of Keystone Tax Solutions Pro installed, or if prior year return data from another... -
PaperCut Overview
PaperCut is a paperless office solution enabling you to maintain virtually all tax documents in an electronic format. All of... -
Emailing A Tax Return
The Keystone Tax Solutions Premium Package offers the ability to email an encrypted, password protected PDF to your client using... -
Emailing A Tax Return
The Keystone Tax Solutions Premium Package offers the ability to email an encrypted, password protected PDF to your client using... -
Signature Pad – State Supported Forms
Client signatures and paid preparer signatures captured with a signature pad by Keystone Tax Solutions Pro preparers who have purchased... -
2D Barcode Scanner
Keystone Tax Solutions Pro has added this feature to its Premium Package. The new 2D Bar code Import feature lets...