Individual Returns/Extensions The deadline for submitting timely filed 2017 individual income tax returns and extensions is Tuesday, April 17th, 2018. Returns and extensions will be considered timely filed if they are postmarked by April 17th or electronically filed by midnight on April 17th. To ensure that all transmissions are considered…

There are two ways to email an encrypted copy of a client’s tax return. From the Main Menu of Keystone Tax Solutions Proweb select Client List. From the Office Client List, locate the client you want to email a return to. Select Tools > Email Return. File to Attach: The…

For individuals who have used Keystone Tax Solutions Pro in previous years to prepare their client’s tax returns, a prior year comparison of tax return data is automatically calculated and available for printing in the View Resultsmenu. If you did not previously use Keystone Tax Solutions Pro to prepare a…

If you need to edit or continue working on a return you’ve previously started, you can access the return by selecting: Client Search from the Welcome Page for your office Locate the Tax Return you would like to continue Click on the Green Select button to enter the return NOTE:…

In Keystone Tax Solutions Pro, there is no way to delete a return from an office. The Tax Return will need to be deactivated instead. To deactivate a tax return: Select Client Search from the Welcome Menu of your office Select Deactivate from the drop-down box Tools to the right…

Note: Form 965 and related schedules have only been partially implemented for tax year 2019. Form 965, Inclusion of Deferred Foreign Income Upon Transition to Participation Exemption System, is used to report the following items: Section 965(a) inclusions from pass-through entities, the related foreign taxes deemed paid, and the related…

If you are new to Keystone Tax Solutions ProWeb and have previously prepared tax returns in another desktop tax program, you may be able to convert some of that program’s prior year return data to pull forward into the current year returns in Keystone Tax Solutions ProWeb. Here is a…

Creating, Printing and Filing Extensions in ProWeb Form 4868 is used to extend the time to file an individual tax return. While the normal due date for taxes is April 15th (during most tax years), Form 4868 extends the due date by 6 months to October 15th.  Filing Form 4868…

Notes for the IRS, including preparer notes, regulatory explanations, and elections, as well as preparer statements not for the IRS can be included with a tax return. To enter these notes and statements, from the Main Menu of the tax return (Form 1040) select: Miscellaneous Forms Notes / Statements Four…

Acknowledgements are already received for the client. Client Status will display the reason a Federal or State return was rejected. Also shows the Return Access History in Client Status. The Return Access History/Client Return Audit History shows the date and time the return was opened. It shows Return Information, like…