Keystone Tax Solutions Pro includes an appointment calendar that can be used to keep track of appointments with your clients. To use the calendar, select the Appointments icon at the top of the window:
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| Prior to2019 | After2018 |
A list of the preparers will display on the left-hand side of the screen, and each preparer’s upcoming appointments display to the right of their name.
Add Appointments – To add an appointment, double-click the Preparer’s name or the desired time slot adjacent to the preparer. Enter the clients’ name, adjust the date and time as needed, add phone numbers, and add comments as needed. Select the return type and indicate whether this is a new or returning client. When you are finished, click Save and Exit.
Edit Appointments – To edit an appointment, right-click on the appointment and choose Edit.
Delete Appointments – To delete an appointment, right-click on the appointment and choose Delete.
Displayed Preparers – To display all or only certain preparers in the calendar, select Options, then View Setup. The preparers with a check mark next to their name are displayed in the calendar. Click the check box to add or remove preparers as needed.
Report – To print a report for upcoming appointments, select the Report button. Select the preparers to include in the report along with the beginning and ending dates.
Exit – To exit the appointment calendar, select the Exit button in the lower right corner of the window.