Entering / Editing Company Information
The Company Setup Menu is where information about your firm and its preparers is stored. In Keystone Tax Solutions Pro,...
Software Features
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Configuration Menu
From the Main Menu of Keystone Tax Solutions Pro select Configuration to access the Configuration Main Menu. Select the links... -
Configuration Utilities Menu
Copy Configuration to Disk – The Configuration backup contains all of your firm information, preparer information, fees, and network settings.... -
Advanced Configuration Menu
To access the Advanced Configuration Menu, from the Main Menu of Keystone Tax Solutions Pro select: Configuration Advanced Configuration (Macros)... -
Editing the Cover Page
To edit the Cover Page that prints with the tax return, from the Main Menu of Keystone Tax Solutions Pro... -
System / Network Configuration Menu
If you are new to networking in Keystone Tax Solutions Pro, be sure to read the knowledgebase article entitled “Network... -
Working with Custom Questions
Custom Questions allows you to add your own questions to the navigation menu within returns. These questions can be made... -
Uncollected Tax Reported in Form W-2 Box 12
If an employer could not collect all the Social Security tax, Medicare tax, or Railroad Retirement tax on either tips... -
Form 1099-R Box 7 Distribution Codes
Are you filing a Form 1099-R for your client? Find the explanation for box 7 codes here. 2020 1099-R Box... -
Other Taxes and Recaptures
Several other taxes may need to be paid on Form 1040. These will carry to Schedule 2 Line 8 (in...