Supervised preparers are individuals who do not sign, and are not required to sign, tax returns as a paid preparer. Supervised preparers must be employed by attorney or CPA firms or employed by other recognized firms that are at least 75% owned by attorneys, CPAs, or enrolled agents. Supervised preparers…
Depending on the size of your computer monitor, you may need to adjust your screen resolution to properly use your Keystone Tax Solutions program. If the resolution is too low, you may be unable to view entire windows in the program. If you need to change your screen’s resolution, follow…
The IRS offers several alternatives to paying taxes by check or money order. To pay an amount due with a credit card, the client may call one of the phone numbers or visit one of the websites listed below. Keystone Tax Solutions is not affiliated or responsible for any transactions…
Marking a return private will remove the SSN / EIN and name from the Tax Return menu. If you are preparing a return that you may not want others in the tax office to see, such as your personal return, then select the option to mark the return private. You…
Once a return has been marked complete, it cannot be undone. If you have additional information to add, you still have the ability to edit the return. Marking the return as complete does two things. It adds the return to the transmission table and it locks the fees inside of the return. When you…
Acceptance agents are individuals or entities (colleges, financial institutions, accounting firms, etc.) that have entered into formal agreements with the IRS that permit them to assist alien individuals and other foreign persons with obtaining TINs. The type of duties that you are permitted to perform is based upon your application…
When you purchase the Keystone Tax Solutions software, you will be given an Activation Code to set up your My Account, which is located on the Keystone Tax Solutions website. You will create a unique username and password to be used to log in to your My Account in the…
With Keystone Tax Solutions you have the ability to prepare an unlimited amount of individual federal and state tax returns.
Keystone Tax Solutions may be able to convert your data / tax returns from your current tax program to be used in Keystone Tax Solutions. In order to request a conversion of current year data you must: Step 1. Contact your sales representative to see if we are able to convert data from your…
To remove or delete a state return, from the Main Menu of the Tax Return (Form 1040) select: State Return 1. Delete State(s) Return or 47. Delete State(s) Return Select the State(s) to delete, or you can delete all states by selecting Check All Select ‘OK’