Electronic Filing / Bank Setup Menu
Transmitter’s EFIN – Enter here your Electronic Filer Identification Number (EFIN). Ensure the number you enter is correct. This is...
Software Features
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Advanced Fee Setup
Require DD & EM Returns to be Paid before Transmitting? DD = refund by direct deposit; EM = refund by... -
Custom Fees and Custom Discounts
In addition to adding fees for the various federal and state forms and schedules in the Fees Menu, you can... -
Fees / Billing Setup Menu
In Keystone Tax Solutions Pro, the Fees / Billing Setup Menu is where fees and other invoice-related controls are set.... -
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 ... -
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...