FAQ

Who does Keystone contact when we need additional help?

TSP main support email when phone is unavailable:

1. Call

Tech Support 706-868-985
Tech Support Fax 706-868-263"

2. No answer:

open case/ email

OLT main support email when phone is unavailable

1. Call

Tech Support 1-877-658-4776

2. No answer:

open case/ email

How many years prior does offices have?

4 years: Current, 3 prior

Password Reset

Click on “Forgot Password” on log in screen > Enter Username > Verify account via email or by reveiving a code to your phone number > Reset Password

Software Features

• Unlimited Returns
• Entry Mode: Interview & Mode
• Signature Pad (Mobile AP and Topaz)
• Document Manager
• Client Status (Snapshot of return excluding income)
• Lookup Status
• Refund Calulator
• Mobile AP
• Audit Protection
• Last Checkpoint on Return
• Knowledge Base

Signature Options

• Within software (mouse)
• Mobile app
• Signature Pad (Topaz-installation required)

Signature Options: Taxpreparer Signature

Office > Configuration Menu > Preparer Setup > Edit > Electronically Sign Button Enter Signature > Save Signature > Continue

Signature Options: Taxpayer Signature

Return > Submission (Last Pg of Return) > Taxpayer: Sign > Enter Signature

Save Signature > Continue

2 Downloads Required:
Must download SigPlus https://www.topazsystems.com/index.html > Software > Install SigPlus

Must download SigWeb Browser SDK https://www.topazsystems.com/index.html > “Download Web Signature Capture” >Software > Web Sig Capture >SigWeb Browser SDK

Scanned Docs

TP Return > Dropdown w/ TP Name > Scanned Documnets > Upload Documents
or
Office Client List > Tools Button > Scanned Documents > Upload Documents

Email Return

• Office Client List > Tools Button > Email Return (PDF)
• Password Protected: Last 4 of TP SSN
• Send to: TP EMail
• From:
• Subject
• Body
• Send Email

How to add a new office

1. From the configuration menu, select Office Setup
2. Enter the office name, select banking and create your login security code
3. Select your offfice configurations
4. Enter address and phone number and press continue

Client Status

1. www.taxstatusnow.com/clientstatus

2. Within software > Client Search > Tools > Client Status >

Rejections

1. Log into Cloud using YOUR username and password
2. From main screen click on “Transmissions”
3. Scroll to bottom of screen and click “Add Returns” in order to add rejected returns back to the Main transmission page (Only if “Flagged For Retransmit is in the status column)
4. Select all returns that need to be transmitted

Audit Protection

Audit Maintenance Pro

Mobile App

https://taxestogo.com/App/Download/11977

Each office will have a seperate link to their Mobile App

KTS Support Team Log Ins

MO = KTS TSP (Cloud) Manage Returns
Return Summary = Client Status
Bank = My Account
Reports = Web Reports

Tech Support

Company Level > Office Access (Can’t print =Select Template) > Edit

Sub Preparer: Add Preparer

Print Application & Onboarding Docs

Add Subpreparer to CRM and link to Office Manager (Contract Signer)

Admin level > Manage Offices > Select office to want to access > Configuration > Preparer Set up > Click Add Preparer > Enter Preparer information (Select New York Preparer ONLY if it applies or Select exemption code if a new york preparer has one) > Create Username and password > Set up security question > Select Template > Save

NOTE: Send preparer log in information, PLEASE include security code for office.

Staple subpreparer onboarding docs with OM

Disable Preparer

Configuration Menu > Preparer Set Up > Unclick green checkbox under Active Status for Preparer needed to be disabled > Save

Office Set Up

From Main Menu Select Manage Offices > Add Office > Configure office settings > Save and Access Office

Disable Entire Office

Configuration Menu > Tax Preparation Controls

Transmission

Client List (Manage Return)

TP List
Filter by Status > Rejected
Tools > Client Status

Conversions

No conversions from OLT. Access restricted on Oct 1.

Direct Deposit (Update)

Move opprotunity to “Direct Deposit Re Test”. This will send the contractor a direct deposit form to update their information. The contractor has to wait for direct deposit to be confirmed in order to recieve future disbursements.

Lost Renewal

Leave contractor opportunity in “Won” for prior year and “Lost” for current year

Subpreparer Send Application (CRM)

1. Onboarding
   Person Type = Subpreparer
   Add tag:
   *Client type = Subpreparer
   *Onboarding Subpreparer = Send
2. Link to Manager
   Add subpreparer to the CRM System > Locate Office Manager in CRM > Click Linked Contacts in Manager File > Search Contact to link > Select Subpreparer as Type of Link > Save Link

California Form 3532

The Califorina State Return must be complete. Once completed, you will have the option to add additional forms whcih is where you will find the 3532

1099R State Exemption

Go under the state section and click Subtractions from Income > Certain Pension Income Is Excluded From Taxable Income > Enter amount into first box

Contractor Verification

Text code to Partner/ERO for verification

Check Reissue

This process takes the bank 2-5 days to process. Stolen check: 10 day hold is placed on the checks to verify they have not been cashed. Checks will be ready in 10 days