Form 9325 is a confirmation form from the IRS that the tax return or extension has been received through the electronic filing process and accepted by the IRS. This form is not required, but some taxpayers may request this form to prove their returns have been e-filed and accepted by…

Offices that use a commission-based structure to pay preparers can run this report to display commission totals by preparer. The report calculates commissions on amounts paid on returns, thus for a return that has either not been fully paid or has been overpaid, there will be a difference in the…

The receipts menu allows you to manage payments and print receipts without having to open a tax return. To enter a payment, from the Main Menu of Keystone Tax Solutions Pro select: Reports Receipts Pay Receipts: Select the client from the list If this is the first payment on this…

This report displays the amount of custom fees you charged and custom discounts you gave. Only returns that have been marked Complete are included on the report. Custom Fees and Custom Discounts are specified the Fees Menu. For information on entering Custom Fees and Custom Discounts, click here. To access…

This reports lists payments that have been posted against invoices for returns. Payments can be indicated either in the Receipt Menu after exiting the return, or under the Receipts Menu in the Reports Menu. To access the report, from the Main Menu of Keystone Tax Solutions Pro select: Reports Tax…

This reports lists returns that show a balance due on the federal return as well as any state returns. To access the report, from the Main Menu of Keystone Tax Solutions Pro select: Reports Amount Due Report Specify the report parameters as appropriate: Preparer: Enter the desired preparer code range. …

The Additional Reports menu contains five reports that might occasionally be useful in analyzing the individual tax returns your firm has produced. Several of the reports print to a CSV file suitable for importing into your spreadsheet program for further analysis., To access the Additional Reports menu, from the Main…

The Client List, or Pick List, is an index of all the returns you have created. Occasionally, this index may be corrupted, causing the Client List to not display all the returns that have been created or perhaps not display any returns at all. When this occurs, repairing the index…

In the Additional Utilities menu in Keystone Tax Solutions Pro are several utility programs that will normally only be used by Keystone Tax Solutions Pro Technical Support in the course of diagnosing and repairing a problem with the software. There are two that the knowledgeable preparer may run if necessary:…

Keystone Tax Solutions Pro will download and install Federal Individual and Business updates as well as configured state updates automatically every day when the program is opened for the first time. All updates must be downloaded and installed on the File Server prior to updating workstation computers. The Update Manager…