From the Main Menu of Keystone Tax Solutions Pro select Configuration to access the Configuration Main Menu. Select the links below for more information about each menu line. Note: Items under this menu may or may not be accessible to a user based on their Security Role, and the first…

The Company Setup Menu is where information about your firm and its preparers is stored. In Keystone Tax Solutions Pro, this menu can be accessed by the Admin user as well as by users with a a security role of “Unlimited”. To access this menu, from the Main Menu of…

When Keystone Tax Solutions Pro is started, it will open a window to log in with a user name and password. There are two kinds of users in Keystone Tax Solutions Pro: ADMIN – Short for Administrator, the ADMIN password is the first password created when installing the software. The…

Initial Configuration Step 1 Open the Program Double‐click the Keystone Tax Solutions Pro Icon. You will be greeted with a Keystone Tax Solutions Pro message advising you of the information that will need to be input in to the program during the initial configuration. Select OK. A summary of program…

The Special Attention Database allows you to store information about a client that you may wish to take into consideration prior to the preparation of their tax return. This database is designed to notify you at the front end of the return of any items that may require your attention,…

There are several ways to change the way the Client List displays when you select Tax Returns from the Main Menu of Keystone Tax Solutions Pro. Customizing which columns to display or hide To select which columns you want to be displayed on the Client List, from the Main Menu…

Attach a USB/flash drive to the original (old) computer. From the Main Menu of Keystone Tax Solutions Pro select: Configuration Configuration Utilities Copy Configuration to Disk Select the Drive Letter assigned to the flash drive Select OK When the configuration files are finished copying to the selected drive you will…

Keystone Tax Solutions Pro provides the option to print a four part receipt for each client entered into the program  (File Copy, Client Copy, Money Copy and Daily Report Copy) These options can be enabled or disabled depending on whether you would like this type of receipt generated. When this…

In Keystone Tax Solutions Pro, the Fees / Billing Setup Menu is where fees and other invoice-related controls are set. To access this menu, from the main menu of Keystone Tax Solutions Pro select: Configuration Fees / Billing Setup Fee Setup Menu This menu lists every federal and state form,…

In addition to adding fees for the various federal and state forms and schedules in the Fees Menu, you can add your own fees and discounts. For example, you might add a fee that can be included on the invoice for an especially complex return. Or, you might have a…