Keystone Tax Solutions may be able to convert your data / tax returns from your current tax program to be used in Keystone Tax Solutions.
In order to request a conversion of current year data you must:
Step 1. Contact your sales representative to see if we are able to convert data from your current software
Step 2. Log into your Keystone Tax Solutions My Account
Step 3. Click on the link “If you require data conversion for your current tax software data, click here.”
*The link is located on the main page of your My Account Tab under “Other Options”