Taxes to Go Mobile App allows your clients to get their taxes done easier than ever before. It’s as simple as Snap, Send, Sign. Your taxpayers create an account through the Taxes to Go mobile application. After their account has been created, they will take snap shots of any documentation…
To create your Keystone Tax Solutions ProWeb account, complete the following steps: Visit Keystone Tax SolutionsPro.com to access your Account Hub From the main page, find the tile that says “Software Options” Click the link that states Create your online account by clicking here. Follow the instructions to Sync your…
The trial version of Keystone Tax Solutions Pro Web Software is available for download on the Keystone Tax Solutions Pro website: www.Keystone Tax Solutionspro.com. The ‘Trial’, or ‘Demo’ Version is the 2018 tax year Keystone Tax Solutions Pro Web Application. Download a Free Trial NOTE: The Pro Web version of…
The menu item “Import Desktop Returns” in Keystone Tax Solutions ProWeb is used by Keystone Tax Solutions Pro Desktop users transitioning to ProWeb. Returns prepared in the desktop version of Keystone Tax Solutions Pro can be imported into ProWeb, however only limited data is imported. See the attached PDF for…
Keystone Tax Solutions Pro’s Customer Portal allows you and your customers to share documents back and forth quickly and securely. For instructions on how to use the Customer Portal in the program, please download the PDF below: Customer Portal ProWeb.pdf1 MB Download
When a taxpayer becomes disabled before they reach age 59 1/2, the taxpayer can receive a distribution from a traditional IRA or qualified pension plan and not be subject to the 10% additional early withdrawal penalty. In order to be considered disabled, the taxpayer has to be able to furnish…
Using MACROs will save you keystrokes when entering tax returns. If you used Keystone Tax Solutions Pro the previous tax season, when installing the program in the current season you are prompted to pull your MACROs forward during the initial configuration. Otherwise, to create or edit a MACRO entry, from…
To access settings that affect the way certain information is displayed, from the main menu of Keystone Tax Solutions Pro select: Configuration Advanced Configuration (Macros) Display Settings Edit Main Menu Size (2019 and later) – If you are displaying the Client List on the Main Menu, select this line to…
Form 1099-INT is used to report interest and the information provided may be different for covered/non-covered transactions. For covered securities that were acquired at a discount or premium the payer must (unless certain notices were provided by the investor to the payer) either report the net interest amount or separately…
The Database Management section of the program is intended to help you track numerous activities pertaining to your clients. An activity is any venue where your business is promoted, whether directly or indirectly. Activities include advertising through mailings, radio or television commercials, a yellow page listing, website banner ads, etc….