Downloading and Installing Updates Keystone Tax Solutions Pro will download configured updates automatically every day upon initial start up (when the program is opened for the first time each day). To manually update federal and state programs, from the main menu of the program select: Updates Download/Install Updates Select…
Why do I have to install updates on all my computers? When Keystone Tax Solutions Pro is being used in a networked environment, wherein one computer is designated as the file server (and typically also the transmitting computer), and other computers are designated as workstations, each computer has the Keystone…
Keystone Tax Solutions Pro will automatically download the updates that you have indicated you want automatically downloaded when the program is started. Updates must be downloaded and installed on the file server prior to updating workstations. Updating the File Server To manually download and install federal and state programs on…
How can I track referrals? Referrals are an important part of growing your business, and recognizing those who have referred a new client to your office is easy using the Referrals features within Keystone Tax Solutions Pro. Where to Enter a Referral To enter a referral name in a new…
Be sure to bookmark in your web browser the Keystone Tax Solutions Pro Blog. It includes articles on a variety of subjects, such as how to enter certain transactions into Keystone Tax Solutions Pro marketing tips for your tax practice IRS news Within Keystone Tax Solutions Pro, you can go…
For security purposes, your Keystone Tax Solutions Pro password expires every six months, requiring you to reset it. Beginning 14 days prior to expiration, upon logging in to the program you will be notified of the impending expiration date: Select YES to change the password. Select NO to log in…
In the event that the Admin account password and security question are forgotten or unknown, a temporary password can be obtained by logging in to your Account Hub. On the main page of the Account Hub, click your username in the top right corner. In the menu that drops down,…
“Rehanging” acknowledgements for the transmitting computer may be necessary if your transmitting computer has been changed, or if you know or believe one or more acknowledgments are missing. To submit a request to rehang one or more acknowledgements, from the main menu of Keystone Tax Solutions Pro select: E-file E-file…
The Message Center allows Keystone Tax Solutions Pro to communicate important updates and information through the program. When you connect to our secure servers, either by transmitting returns, receiving acknowledgements, or receiving updates, the program will automatically check for new messages. There are several categories of messages: Bank Conversion IRS…
The Client Status utility is used to check on the e-file status and bank product status for an e-filed return. There are two ways to access Client Status in the program: Click the Icon in the toolbar at the top of the screen OR From the Main Menu of Keystone…