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Keystone Tax Solutions Pro has added this feature to its Premium Package.  The new 2D Bar code Import feature lets you capture the data from a Form W-2, and also scan and import documents to a client’s tax return.  Using Motorola DS6707 handheld scanner is easy.  Just point the scanner…

Client signatures and paid preparer signatures captured with a signature pad by Keystone Tax Solutions Pro preparers who have purchased the Premium package are supported on the e-file signature authorization form for the following states: Alabama (Form AL8453) California (Form 8879) Colorado (Form DR 8453) Delaware (Form DE-8453) Georgia (Form…

The Keystone Tax Solutions Premium Package offers the ability to email an encrypted, password protected PDF to your client using Paper Cut. Instructions for emailing an encrypted copy of a tax return using Paper Cut From the Main Menu of the Tax Return (Form 1040) select: Personal Information Name and…

The Keystone Tax Solutions Premium Package offers the ability to email an encrypted, password protected PDF to your client using Paper Cut. Instructions for emailing an encrypted copy of a tax return using Paper Cut From the Main Menu of the Tax Return (Form 1040) select: Personal Information Name and…

PaperCut is a paperless office solution enabling you to maintain virtually all tax documents in an electronic format.  All of the documents that you would normally print to your printer can now be stored digitally reducing your operating expenses by reducing paper, toner, and storage costs of tax documents. PaperCut…

If there is a previous year of Keystone Tax Solutions Pro installed, or if prior year return data from another tax software package was converted for use in the current year, the prior year data will pull forward when you enter a client’s SSN into the current year’s program.  When…

The Disaster Tax Relief Act which was signed into law on September 29th provides certain tax relief this year for individuals who suffered from qualified disaster-related personal casualty losses that arose from Hurricanes Harvey, Irma and Maria.  Prior to the Disaster Tax Relief Act, taxpayers would deduct a personal casualty…

This article applies to Keystone Tax Solutions Pro for tax year 2016. Under the Disaster Tax Relief Act of 2017, there are special rules for qualified disaster-related personal casualty losses that occurred in the designated disaster areas of Hurricane Harvey, Irma or Maria. This provision impacts taxpayers that reside in…

All Print Options in Keystone Tax Solutions Pro include an option to print a watermark across each page of a printed return stating “File Copy Only Do Not Mail”. A copy containing this watermark will help avoid confusion with your clients and/or office staff on whether a certain return or…