To access settings that affect the way certain information is displayed, from the main menu of Keystone Tax Solutions Pro select:
- Configuration
- Advanced Configuration (Macros)
- Display Settings
Edit Main Menu Size (2019 and later) – If you are displaying the Client List on the Main Menu, select this line to choose how many client lines to display, with Large covering the entire available space below the toolbar at the top of the screen.
Display Client list on Main Menu (2019 and later) – If set to YES, the Client List will display along with the Main Menu, and you can start a new return by entering the SSN at the top of the Client List.
Note: If you are offering bank products to your clients and want to print the Consent To Use form before starting the return, select Start New Return from the Quick Menu on the right side.
Ask to Exit Main Menu (2019 and later) – This option is useful if you use the keyboard to navigate through the program rather than the mouse. If set to YES, when you press Enter at the Main Menu, you will be prompted to confirm that you really want to exit the program. (Note: If you click the red X at the top right corner of the program window when you are at the Main Menu, you are not prompted for confirmation.)
Edit Clients 1040 List
- Start Return Using Client List: If set to YES, when you select Tax Returns from the Main Menu a list of all the clients that have been started and/or completed will appear. This may not be desirable if your clients can observe your monitor’s display. Set to NO, and a window to enter the client’s SSN will display instead. At this point, you also have the option of pressing Enter to access the full Client List.
- Select Columns to Display on Client List: Choose the columns that you want displayed in the Client List. By default, all columns are displayed. Uncheck a column’s check box to hide the column.
- Reset Client List: You can change the left-to-right order of the columns in the Client List as desired. To return the order to the default order, click this line.
Edit Business Return List
- Select Columns to Display on Client List: Choose the columns that you want displayed in the Client List. By default, all columns are displayed. Uncheck a column’s check box to hide the column.
- Reset Client List: You can change the left-to-right order of the columns in the Client List as desired. To return the order to the default order, click this line.
Sort Schedule B Entries by Name – If set to YES, Schedule B entries will be sorted by the Payer’s Name.
Sort Depreciation by Date – If set to YES, Depreciation will be sorted by the date placed in service.
Display Re-Do State Message – If set to YES, after making a change to the Federal return, you will be warned once that you need to reopen the state return, even if the change has no effect on the state return. If you do not want to see the warning message, set this option to NO.
Display 10 Most Recent Returns – If set to YES, the 10 most recently opened returns will appear in the Main Menu toolbar at the top of the screen under the menu File > Previous Returns. This is a shortcut to returns you are currently working on.
Block Support Alert Message – obsolete
Background Being Used – If you would like to change the background color being used throughout the program, choose from the list of five colors. This feature is useful if you have more than one year of Keystone Tax Solutions Pro open at a time. Giving each year a different background color helps avoid working on a return in the wrong year.
Use Generic Main Menu – Removes the Keystone Tax Solutions Pro name from the Main Menu.
Option to Print Federal Forms in Spanish – If set to YES, you will have the option to print Federal forms in Spanish.
Activate Tax Book Subscription – Keystone Tax Solutions Pro partners with The Tax Book, giving you a special price and integrating access into Keystone Tax Solutions Pro by clicking an icon the Main Menu toolbar at the top of the screen. If you have purchased a subscription, click here to activate it.
Go To Current Client In Client Status When In Return – If set to TRUE, upon clicking the Client Status icon in the toolbar at the top of the screen, the Client Status screen will open showing the status for the client whose return you are working on. If set to FALSE, the Client Status screen will open blank.