How to transfer a return from Online to Desktop

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The objective of this article is to walk you through on how to transfer a return from KIS Online to KIS Desktop.

 

  • Open your KIS Desktop Software and login.

  • Click on the last icon at the left-hand side labeled TOOLS.

  • You will then click on the icon at the top labeled INTEGRATE WITH SITE (sixth Icon from left to right)

  • You will see two options one SEND TO STS ONLINE and below that one RECEIVE FROM STS ONLINE. Under the RECEIVE FROM STS ONLINE, click on SELECT ALL.

  • Now go to the bottom of the screen and un-check the box labeled BLOCK THE COMPARISON AND SITE DATA.

  • Under CLIENT RETURNS, click on the blue hyperlink RECEIVE CLIENT RETURNS FROM ONLINE.

  • A box will pop up on your screen with the returns you have online, you can select one or all by clicking on the check box next to the SSN of the return you want to transfer from ONLINE to DESKTOP¬†and click IMPORT & CONTINUE.

  • Once you are done transferring the return or returns you can click on the X at the top right of the box.
  • Now you can click on the CLIENT icon at the left side to see the return or returns you transferred to the desktop software.

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