Setting up Direct Input or Interview Input in KIS Desktop

The objective of this article is to walk you through on how to set up Direct Input or Interview Input.

 

  • Login to your Keep It Simple Desktop software

  • Click on the SETUP tab at the top right corner

  • Click on the Settings icon on the left side of the screen, it is the third icon from the top

  • Under PREPARER/CLIENT LEVEL SETTINGS you will see where it says Return Entry Mode. From there select if you want Default to Interview Input where you will answer questions to enter the information on the return, otherwise it will be set to Default to Direct Input where you will enter everything directly into the forms.

  • Click the blue button at the bottom of the screen that is labelled SAVE.

  •  You can set each preparer separately, HOWEVER, if you want all preparers under the same input you can scroll down to the bottom of the page and check the box next to “Do you want to update the same configuration for more users?” Click SAVE.

  • Then select the preparers you want to update with the same configurations by checking the box next to each preparer name at the top of the screen under ACCOUNT NAME and click USE

  • If you wish to set each preparer differently then DO NOT check the box to update the same configuration for more users and instead click the blue button labelled SAVE,  and click on the next Account Name you which to edit the input type


How to change the primary taxpayer Social Security number in a tax return

How to change the primary taxpayer Social Security number in a tax return

 SUMMARY

This article demonstrates how to change the primary taxpayer Social Security number (SSN) in a tax return.

MORE INFORMATION

After electronically filing a tax return to the IRS, the IRS may reject a tax return for code 315 – The primary taxpayer’s SSN and primary taxpayer’s last name must match data from the IRS Database.  This rejection means that either the taxpayer’s name or Social Security Number does not match the information that the IRS has on file.  If you determine that you have incorrectly entered the primary taxpayer’s Social Security Number, you can easily change it in Simple Tax 1040.

To change a primary taxpayer’s Social Security Number, follow these steps:

  • Open the return with the Social Security number you want to change.
  • On the attached forms navigation pane, double-click Client Data.

  • In the SSN box under Taxpayer Information, type the new Social Security number.

  • Click Refresh and Simple Tax 1040 changes the Social Security Number on all underlying forms and worksheets.

Important: If the taxpayer is applying for Bank Product, it will be necessary to delete the current Form 8879 and add a new one. Continue to step 5 if the taxpayer is applying for a Bank Product. If the taxpayer is NOT applying for a Bank Product, ignore the steps below.

  • In the attached forms navigation page, double-click Form 8879 and then click Remove Form.

 

  • Click OK to confirm the deletion.
  • Click Add Form and add Form 8879 from the list of available forms. Enter any applicable information that needs to be included in the form.