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Configuration Menu

From the Main Menu of Keystone Tax Solutions Pro select Configuration to access the Configuration Main Menu. Select the links below for more information about each menu line.

Note: Items under this menu may or may not be accessible to a user based on their Security Role, and the first two items are only accessible on the computer designated as the File Server.

Firm / ERO / Preparer Setup

Fees / Billing Setup

Electronic Filing / Bank Setup

Printer / Copies Setup

System / Network Configuration Menu

Path Menu

Configuration Utilities

Advanced Configuration (Macros)

Configure Premium Options

Custom Questions

Updated on September 9, 2020

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