| Frequently Asked Questions: | Non Customerk | Partner/ ERO |
| Q: Remaining balance due? | A: Your remaining balance will be deducted once clients are funded. A payroll invoice will be provided to show the break down. | P |
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| Q: Does your company help with Marketing? | A: We do not market for you, however, we offer tips and strategies that may help your office. We will also release vendors that we use for marketing once you sign up with Keystone Tax Solutions. | |
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| Q: How do I get started? | A: You must provide proof of ID, Social and current PTIN number. You will also be required to have the deposit paid on the package of your choice. | P |
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| Q: Do I need an EFIN? | A: No, if you do not have an EFIN you can enroll in one of our partnership programs. | |
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| Q: When do I get Log In? | A: Once you have complete your payment and submitted all necessary document, we ask for 5-7 business days to setup your account. | |
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| Q: What are Taxpayer Files? | A: Taxpayer files are required for transmitting returns and for payroll. If you do not upload the documents, this will delay transmitting and put a hold on your payroll. | P |
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| Q: How many Subpreparers am I allowed to have? | A: The number of subpreparers you can add depends on which package you select | Both |
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| Q:What fees do I pay? | A: You are responsible for paying for the software package. If your office is approved to offer advances loans, there is a marketing fee that the preparer is responsible for. | P |
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| Q: What fees do my client pay? | A: Bank product clients will be charged a fee of 109.95. The fee breakdown is $24 transmission fee, $39.95 bank fee and $46.00 service bureau. This fee may vary depending on which software package you choose. | P |
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| Q: How do I get paid? | A: Payroll is deposited every Friday. You will get paid with one week in arrears. If you have client to get funded for the current week, you will get paid for those clients the following Friday(the next week) | P |
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| Q: Do I get prior year access? | A: The Beginner package does not include prior year access. The Intermidate, Pro and Experty packages allow up to 3 prior year access. | P |
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| Q: Are electronic signatures available? | A: Yes, your client can sign in the software with the mouse or you may purchase the Topaz Signatuure Pad. When the client signs in the software, the signature will populate on all signature pages. | Both |
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| Q: Do I have to use bank products? | A: Yes, our partnership program requires you to use bank products. You have to transmitt at least 10-20 bank products before we will transmit a non bank products. You will be charged $25 per non bank product. | P |
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| Q: Do you offer tax preparation classes? | A:No, our training covers use of the software only. | Both |
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| Q: Can I use my own business name? | A: Yes, you can market your own business name. Keystone is only providing you with the software. | Both |
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| Q:What fees do I pay? | A: You are only responsible for paying for the software. If you use bank product your client will be obligated to pay the transmission and bank fee. Those fees will be determined by which package you choose. | E |
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| Q: How do I get started? | A: You must provide proof of your ID and proof of your EFIN Summary showing it in an Active Status. | E |
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| Q: Do you offer corporate forms. | A: Corporate forms are available only to EFIN holders upon request. | |
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| Q. By becoming a service bureau will I be able to have the software white labeled with my company name? | A. Yes you will, this is part of it but it not a quick process and it’s depending on the engineers. Once you get started we can get more information on the timeline. | SB |
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| Q. I want to make sure I understand by setting up my own service bureau I will be the point of contact for the businesses on my service bureau? | A. Absolutely, that’s part of being a service bureau. That’s why you are charging the SB (service bureau)Fee for customer support to and for your clients. We will only give you support. You will be responsible for giving your clients support. | SB |
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| Q. Is there training on how to get everything set up? | A. Yes absolutely!! We will have the same training docs, videos, and a 1on1 if needed. | SB |
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| Q. As a Service Bureau, I will get part of the service bureau and transmitter fee? | A. You are able to get 100% of the Sb Fee which can be as high as $99. The transmitter fee you are able to add on top of the fee we already have up to $99. For example if our transmitter fee was $30. You could add an additional $69 to it and get that portion. | SB |
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| Q. What is the service bureau and transmittal fee? | A. SB you can charge up to $99 and the transmitter fee is $29 and you can add to it up to $99 | SB |
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| Q. How are the transmittal and Service bureaus fees paid out? | A. SB Fee are paid out in real time as your clients’s clients are funded by the irs. The transmitter fees are paid out in June or July when they are paid to us then we pay them to you. But there is a deadline for the transmitter fees. Usually cuts off Late April. So anything that’s funded passed April you will not get the transmitter fee for that. So keep that in mind. | SB |
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| Q. Would you show me how to set up the tutorial videos like yall had available for me and my offices? | A. As a service bureau, you are usually on your own in that aspect. You are definitely welcomed to look at our videos and we will give you the software we use to screen record. It’s pretty simple though. | SB |
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| Q. Would I be responsible for setting up my own website or is there a website team-plate that I can customize? If i’m responsible, who did you go through for your site? | A. Yes as a service bureau, you are responsible for setting up your own website. We can refer you to the team that set ours up no problem and you can use our website as a reference point with them or if you choose another company to use for your website. | SB |
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| Q. Is the fee to become a service bureau a one time fee or a yearly fee? | A. It’s a yearly fee because it’s actually a yearly fee for us. We actually have to pay to make you a SB. | SB |
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| Q. Whats the cost for the software license once I become a service bureau? | A. To become a SB is $2500-$3000. | SB |
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| Q. Is there a limit to the amount of software license I can get? | A. There is absolutely no limit. Sell as many as you like. | SB |
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| Q. Once everything is set up, how do I set up demos? Are they already defaulted within the software or is this something I would have to create? | A. We will give you a demo login to give your clients. We show you how to set it up. But again all of this is a process and not a quick turn around. | SB |
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| Q, What is a bank product? | A. A bank product/refund transfer is a service that allows you, the tax professional, the option of having your preparation fees taken out of the client’s refund. | Both |
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| Q. How does bank product work? | A. Money is routed from the IRS to the Refund Settlement Bank of your choosing, and then the bank distributes your preparation fees directly to you, the tax professional. Simultaneously, the bank issues the taxpayer’s refund via check, direct deposit, or prepaid card. | Both |
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| Q. How does bank product benefit me, the tax professional? | A. A bank product ensures you, the tax professional, will receive your preparation fees. It will also help you expand your business by offering more services than other offices, and free up your time to focus on gaining more clients rather than collecting payments. In addition, it will give you the opportunity to make more money. | |
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| Q. How does bank product benefit my client, the taxpayer? | A. The bank product service makes paying for tax preparation fees that much easier. With this service, taxpayers that can’t afford to or don’t want to pay upfront for your services can still get their taxes done in your office. | |
