To edit the Client Letter that prints with the tax return, from the main menu of Keystone Tax Solutions Pro select: Configuration Printer/Copies Setup Edit the Client Letter Edit Detailed Client Letter – In this menu you can edit the content of the client letter to better suit your needs,…

For years prior to 2018, Keystone Tax Solutions Pro will always generate both Form 1040, as well as Form 1040-A or Form 1040-EZ for taxpayers who qualify to file on either of those two forms. If you prefer to have all tax returns print on Form 1040, even when Form…

This information applies to Keystone Tax Solutions Pro for tax year 2018 only In the View Results menu of Keystone Tax Solutions Pro, “Client Copy 1040” is a special print of the return that consists of Form 1040 along with Schedules 1 through 6 condensed onto fewer sheets of paper….

This information applies to Keystone Tax Solutions Pro for tax year 2018 only In the View Results menu of Keystone Tax Solutions Pro, “Client Copy 1040” is a special print of the return that consists of Form 1040 along with Schedules 1 through 6 condensed onto fewer sheets of paper….

Print Individual Returns Print Individual Extensions Print Organizer Print Blank Forms

To print multiple individual tax returns, from the opening screen of Keystone Tax Solutions Pro select: Print Print Individual Returns Select each client to print and specify for each what to print from the options presented (these are the same print options available when printing from within the return under…

Most of the reporting is done in the software via the Reports Menu. To access the Reports Menu, from the Main Menu of Keystone Tax Solutions Pro select: Reports From this menu you can access the following reports: Master Report – The Master Report is a collection of reports that…

The Print Reports menu under the E-file Menu contains several standard electronic filing and bank product related reports that are received from the IRS, the states, and Keystone Tax Solutions Pro bank partners. These reports are retrieved whenever you connect to the Keystone Tax Solutions Pro servers, either to transmit…

Client Retention Reports consists of two different menus: Call/Thank You List – The Call/Thank You List shows all completed returns for the current year and is generally used to keep track of which customers have been contacted either by phone or mail. Prior Year Client List – The Prior Year…

Keystone Tax Solutions Pro Client Reports allows you to generate and save reports based on filters you select. Client Reports can also be used to print labels, folder labels and can be exported to an excel spreadsheet. The client reports are generated based on electronic filing data stored on the…