Keystone Tax Solutions uses a service that runs in the background to move information between the file server and workstation computers. The service must be running on all computers in order for the program to function properly. If the service stops or becomes disabled, you will receive a message stating Warning…

If you receive an ENCRYPT/DECRYPT error, you will need to re-download and install all of the Federal Updates.  Once you have re-downloaded and installed these updates, reboot the computer.  Once the computer has restarted, you will need to register the DLL files.  To register DLL files, from the Main Menu of Keystone…

Exceed ZIP Error 503 Exceed ZIP Error 503 indicates a bad connection to our host computer. You may get this error when trying to send a transmission, receive acknowledgements or download and install updates. To correct this issue, please try the following: Switch Your Internet Transmission Type: From the Main…

To select your bank from the Main Menu of Keystone Tax Solutions select: NOTE: If using a network, these steps must be taken on the Transmitting Computer. Configuration Electronic Filing/Bank Setup Bank Setup Menu Bank Used for Bank Products (select the bank you will be using for the current tax year) Depending…

Typically the bank codes refer to the type of return, the bank product selected and the bank.  Each return type has its own code along with each refund product type.  Each of the banks that we support also have their own code.  Listed below is the chart to determine the…

Rehanging your acknowledgements is easier than ever.  You can now do this inside of your program so that you do not need to wait in line and tie up your phones and time.  In order to rehang your acknowledgements follow these simple steps. From the main menu of the program:…

If you will be transmitting tax returns using multiple EFINs in the Keystone Tax Solutions program, all required information for each EFIN must be entered in the ERO(s) Menu.  From the Main Menu of Keystone Tax Solutions select: Configuration Firm / ERO / Preparer Setup ERO(s) Menu – Select New and enter all…

Testing is not a requirement if you will be electronically filing your tax returns through Keystone Tax Solutions. If you would like to send test transmissions through the Keystone Tax Solutions secure servers, you may begin to do so when you receive your software.  After transmitting test returns you will…

There are four different places in the program to verify that the EFIN is entered correctly. From the Main Menu of Keystone Tax Solutions select: Configuration Electronic Filing / Bank Setup Transmitter’s EFIN – Verify the Transmitter’s EFIN is correct Exit this Menu back to the Configuration Main Menu and select: Firm/ERO/Preparer Setup…

Currently we support the electronic filing of state amended returns for the following states: INDIVIDUAL: DC ID LA MS MT NC NY OH OR PA TN UT VA VT WI WV  CA       *Federal Form 1040-X CANNOT be electronically filed, it must be mailed. To electronically file a…