Securely ID is a full-service identity protection and restoration solution that you can offer to your clients and is integrated within your Keystone Tax Solutions software. For detailed information on Securely ID, click here.   To enroll with Securely ID, log in to your Account. Click on Bank Product Info on the left side…

In the event that the Admin Account password and security question are forgotten or mis-entered, a temporary password can be obtained by logging in to your account. On the main page of My Account, click on the ‘Reset program password‘ link. A temporary code will be displayed on the screen….

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:…

*This feature is only available in the 2015 and prior Tax Programs The 401(k) Analysis tool can be used to evaluate your client’s current 401(k) plan.  The evaluation will give them an idea of the expected value of their 401(k) plan in a specified number of years.  The evaluation is…

The Keystone Tax Solutions program contains a module that allows you to quickly input basic information for a client to estimate a refund or a balance due. The Quick Calc module is a separate module from the Keystone Tax Solutions Individual Form 1040 program.  Any information entered in the Quick Calc module…

The Client Status utility is used to check on the e-file status and bank product status for a taxpayer.  You can check the status of a tax return from several places throughout the program.  From the Main Menu of Keystone Tax Solutions select: The Icon at the top of the screen. Enter the…

Web Reports are cloud based financial & biographical reports for your entire company in one location. Each report can be used to access data and statistics for every office within a company at the same time, allowing you to effectively monitor your entire business.   Web Reports offers over 20…

Individual Report Codes: Type: D – Direct Deposit E or EM – Electronic Mailed Check P – Direct Debit T – Not marked for E-file MB – Business Return   VD – Refund Advantage Electronic Refund Check (ERC) VP – Refund Advantage Electronic Refund Deposit (ERD) VG – Refund Advantage…

The Returns/Extensions Not Accepted Reports menu contains four standard reports that can be generated to help you identify returns and extensions that have not been accepted. Returns that have rejected and returns that have not been transmitted can be included in the reports. The returns not accepted report is generated based…

The Master Report is a combination of several different reports that can be created to assist you in tracking your business and managing your office.  This report can only be accessed from the Transmitting Computer.  To access the master report, from the main menu of Keystone Tax Solutions select: 9. Reports>1. Master…