If your printer is printing returns in landscape versus portrait mode, you will need to change your printer preferences.  The steps listed below will explain how to change this setting for most printers.  You may need to refer to your printer’s instruction manual to determine how to make these changes…

To edit the Client Invoice, from the Main Menu of Keystone Tax Solutions select: Configuration Printer/Copies Setup Edit the Client Invoice Print Detailed or Summary Client Invoice – When the Invoice is set to Summary, only the total fee for the return will appear at the bottom of the Invoice.  When the…

To edit the Client Letter that prints with the tax return, from the Main Menu of Keystone Tax Solutions select: Configuration Printer/Copies Setup Edit the Client Letter Edit Detailed Client Letter Edit Detailed Client Letter – In this menu you can add, delete or change the wording of the client letter…

If you wish to print tax returns to PDF manually, you will first need to download and install the most recent Adobe Reader.  To configure print settings for printing to PDF in the Keystone Tax Solutions program, from the Main Menu of Keystone Tax Solutions select: Configuration Printer/Copies Setup Printer Setup Edit…

To print a blank tax form, from the Main Menu of Keystone Tax Solutions select: Print Print Blank Forms – You can browse through the entire list of forms or narrow your search by selecting Federal Forms, State Forms, Business Forms, or State Business Forms Select the form(s) needed Enter the…

The Keystone Tax Solutions print options module includes an option that will print a watermark across each page of a printed return stating ‘File Copy Only.  Do Not Mail’.  A copy containing this watermark will help avoid confusion with your clients and/or office staff on whether a certain return or form…

Keystone Tax Solutions will always generate both Form 1040, as well as Form 1040-A or Form 1040-EZ (if the taxpayer qualifies to file on either of these two forms).  If you prefer to have all tax returns print on Form 1040, even when Form 1040A or Form 1040EZ would be…

Keystone Tax Solutions gives you the option to collate pages when printing.  When printing returns using the collated print option, all forms in the return will print in sequence.  If more than one copy of the return is selected to print, the first return will print in its entirety before…

State tax returns can be printed from the main menu of the program or from within the tax return itself. Printing state returns from the main menu of Keystone Tax Solutions: To print a state tax return, from the Main Menu of Keystone Tax Solutions select: Print Print Individual Returns Enter the Taxpayer’s…

A Client Organizer, or Pro Forma is a print out that allows preparers to gather tax data from their clients on a form that is easy for their clients to understand and follow. The Pro Forma follows IRS schedules and breaks down each line using common terms. Clients will use…