The office to office module in the Keystone Tax Solutions program gives you the ability to securely transfer encrypted returns over the internet from one office to another.  This module was designed to help preparers that work in multiple offices within the company or offices that may not have a…

With the IRS upgrade to the new Modernized E-file platform (MEF), individual returns and acknowledgements are processed in real-time 7 days per week. The returns will be processed by the IRS and acknowledged usually within the hour and can be retrieved continuously throughout the year. The IRS does however, reserve…

To transmit tax return(s), from the Main Menu of the Transmitting Computer select: E-File Transmit Electronic Returns – This will display the Keystone Tax Solutions Transmission Table. Any returns that have been marked for electronic filing and marked as Complete and Ready to Transmit from the receipt menu within the return(s) will be pulled into…

Before a return can be e-filed, it must be marked for electronic filing from within the return itself. Marking the Federal Return electronic does not mark the State Return electronic.  You must mark the state portion of the return electronic from the appropriate state program menu. To mark a return…

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 only extends the time a taxpayer has to…

Click HERE for a list of links to state DoR sites.

There are currently nine states without an individual income tax requirement: Alaska Florida Nevada New Hampshire* South Dakota Texas Tennessee* Washington Wyoming NOTE: *The states of New Hampshire and Tennessee tax their residents only on income earned through interest and dividends.

To prepare a MFJ return with two MFS state returns, first prepare and file the MFJ Federal Return.  Print the information out to mail or send this portion electronically.  Once the federal return has been mailed or accepted through e-filing, you can then prepare the two MFS state returns.  …

If you’re paid to prepare New York State tax returns or facilitate refund anticipation loans or checks, you may need to register each year with this department. You may also have to pay a registration fee when you register. In general, you must register if you: are paid to prepare at least…

Return status tags can be created within the Keystone Tax Solutions program and assigned to tax returns to assist you in tracking and sorting returns from within the client list. Tags can be created for as many different items as you’d like and are assigned to returns based your own criteria….