In addition to the Configuration options mentioned in the other articles, there are a few more custom configuration options for you to use within your office. These include customized Consent Forms, Custom Credits, Office IP Whitelist, Question Templates, Tags, and Taxpayer Profiles. To create your custom Consent Forms, click Select next to Configuration: Click Select next…

ProWeb offers the ability to customize which reports you would like to see in the Reports Menu. Report Customization is the simple solution to prevent you from having to search through unnecessary reports and get straight to the ones you need. Office Admins can also set restrictions to control which…

Fee Setup within Configuration will allow you to set a Minimum Preparer Fee as well as charge a certain amount by Form or by Schedule. Custom Fees and Discounts are fees/discounts in addition to the Fee Setup. For example: an office may charge a minimum preparer fee of $100, a…

In Configuration, the program will allow you to create custom print options in addition to the default print sets. Currently, the program has the following default print options: One Copy, Two Copies and Three Copies – Federal and State, One Copy – Federal Only, One Copy – 1040 Only, One…

Security Templates allow the ERO/Office Administrator to control what the preparers have access to do within the program. You can give a preparer permission to only create a tax return, full office access, and everything in-between. Make sure to setup a Security Template for the ERO/Office Administrator to have Full Access…

Every preparer will have his/her own username and password. This is created by the ERO/Office Administrator. The password may be changed by the preparer the first time he/she logs into the account, but the username may not be changed after it is created. NOTE: It is suggested to set up…

Before setting up configuration within the program – You will need to finish the initial program setup for your office. This done from within your Account Hub. After your ProWeb account has been created, the information will pull to the Office Setup and ERO/Preparer Setup in Configuration. If you are…

Program URL – https://online.Keystone Tax Solutionspro.com/ How do I retrieve my username? Login Page, click on Forgot Username Enter Email Address Click Send Email Go to Personal Email – The email will come from Taxstatusnow.com. Check junk/spam folders if not delivered. How do I retrieve my password?There is not a…

To Login into your Keystone Tax Solutions Pro Account Hub click here To Login into your Keystone Tax Solutions ProWeb Office click here

To electronically file from within the return select: E-File – located on the left-side of the program OR if you are on the Calculation Summary page click Continue. Select Federal Return Type – Click Next Enter or verify the Tax Preparation Fees – Click Next Select the State Return(s) Type…