Keystone Tax Solutions Pro includes an appointment calendar that can be used to keep track of appointments with your clients. To use the calendar, select the Appointments icon at the top of the window: or Prior to2019 After2018 A list of the preparers will display on the left-hand side…
Keystone Tax Solutions Pro provides the option of adding Return Notes to your tax returns. Return notes are for yourself or your staff about the tax return or the client and are for in-house informational purposes only. These notes are not sent to the IRS, and if desired they can…
Keystone Tax Solutions Pro contains a module that allows you to quickly input basic information for a client to provide an estimate of the refund or balance due on their tax return. The Quick Calc module is separate from the Keystone Tax Solutions Pro Individual Form 1040 program. Any information…
Keystone Tax Solutions Pro contains a module that allows you to quickly input basic information for a client to provide an estimate of the refund or balance due on their tax return. The Quick Calc module is separate from the Keystone Tax Solutions Pro Individual Form 1040 program. Any information…
The trial version of Keystone Tax Solutions Pro Desktop Software is available for download from the Keystone Tax Solutions Pro website: Keystone Tax Solutionspro.com. The demo version is a full working version of the 2018 Keystone Tax Solutions Pro Desktop Software. The 2019 software, while functionally identical to the 2018…
The Quick Menu is the top level menu in Keystone Tax Solutions Pro. It is displayed on the main menu of the program, either with or without the Client List depending on how you have the main menu configured. Click each item below for more information. Start New Return E-File…
When preparing a Form 1040 in Keystone Tax Solutions Pro, at the top of the interactive screen is a field labeled “Effective Tax Rate”. This percentage shown is equal to the total tax divided by the taxable income. In this context, total tax includes the following: Income tax Other taxes…
The Keystone Tax Solutions Pro desktop program supports the following Federal Forms. Forms indicated with a * are not listed in the form search and are produced as needed based on the information entered in the return. Form 1040 Individual Resident Tax Return Form 1040NR Nonresident Alien Income Tax Return …
Your premium activation code can be obtained by logging in to your Keystone Tax Solutions Pro Account Hub. Once logged in to Account Hub, from the left side navigation pane, select: Pro Premium – Your activation code will be listed in the top left tile titled Activation Code. Copy and…
Select a link below to view the IRS mailing addresses: Where to File Tax Returns – Addresses Listed by Return Type Where to File Paper Tax Returns With or Without a Payment (by State) Where to File Addresses for Taxpayers and Tax Professionals Filing Form 1040 Where to File Addresses…