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 will NOT pull into the Individual Form 1040 program. You will need to reenter this information into the Individual Form 1040 program when you prepare the client’s tax return.
The Quick Calc is recommended for simple returns only, and should be used only as an estimate for what your client can expect when the actual tax return is prepared.
To access the Quick Calc module, from the Main Menu of Keystone Tax Solutions select the “Refund Calculator” Tab.