• 1098-INT

    To access the 1098-INT for Home Mortgage in the KTS Software Program you may search in the top left corner by typing in “Home Mortgage Interest” and you will be directed to the “Schedule A Interest” section of the software:   Or you may follow the instructions below: Upon completing the basic…

  • 1098-T

    You may search the 8863 form in the search bar to the top left of the KTS Software Program:   Or you may follow the steps below: Upon completing the basic information for your tax return, Scroll until you see LET’S SEE HOW WE CAN CUT YOUR TAX BILL/DEDUCTIONS > ENTER MYSELF/GUIDE ME > CREDITS…

  • Updates

    Keystone Tax Solutions is a cloud-based software that auto updates.

  • Refund Advantage

    All checks will be printed through the Refund Advantage Portal. You will receive a log in to complete the Getting Started steps and to download the Refund Advantage Portal onto your desktop.

  • Taxes to Go User Guide

    Taxes to Go Mobile App allows your clients to get their taxes done easier than ever before. It’s as simple as Snap, Send, Sign. Your taxpayers create an account through the Taxes to Go mobile application. After their account has been created, they will take snap shots of any documentation required…

  • Republic Check Printing Guide

    Please select the link below for an article provided for you by Republic Republic-2016 Check Printing Guidelines

  • Form 1099-Q – Payments from Qualified Education Programs

    Form 1099-Q is an IRS form for an individual that receives distributions from a Qualified Education Program.  This form is used to fill out both the federal and state tax returns.  Gross distributions from a qualified tuition program (529 plan) or from a Coverdell Education Savings Account reported in box 1…

  • Form 1099-MISC, Miscellaneous Income

    Form 1099-Misc is used to report any miscellaneous income to a taxpayer that would not be included on a Form W-2.  This income can be for services, rents, royalties, prizes, etc.  Generally, any amounts in box 3 of the Form 1099-Misc can be reported as Other Income on Form 1040. Any amounts…

  • Form 1040 – Schedule K-1 (Form 1065) – Overview

    Schedule K-1 (Form 1065) is a source document that is prepared by a Partnership as part of the filing of their tax return (Form 1065). After filing Form 1065, each partner is provided a Schedule K-1 by the Partnership. The K-1 reflects a partner’s share of income, deductions, credits and…

  • Tax Professionals: Protect Your Clients and Yourself from Identity Theft

      The Security Summit, the partnership between the IRS, state tax agencies and the tax community formed to combat identity theft, recently announced it expanded its public awareness campaign on data security to include tax professionals. The “Protect Your Clients; Protect Yourself” campaign is intended to raise awareness among tax…