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Importing scanned source documents with ProSeries Scan and Import

SOLVEDby IntuitProSeries Professional14Updated 1 month ago

Before you start:

To begin the process:

  1. Open ProSeries to the Form 1040 Individual HomeBase View.
  2. Select the client.
  3. From the Import menu, select Tax Import, then Import Client Data from Scanned PDF.
  4. On the Import From Scanned PDF wizard select Continue.
  5. Use Browse to locate and select a PDF saved on your computer, or Browse from DMS if the PDF is saved in DMS.
  6. Select Send.

What's next?

  • Once you select Send you'll get a a confirmation screen will show Your Submission For this Client was Started in the Background. 
  • ProSeries will periodically check the status of your submission and update the Scan Source Documents column in the HomeBase view.  
  • You can continue working in the ProSeries Program as normal while the submission is processed.
  • Your client's submitted source documents may take between 15- 30 minutes but may also take up to 12 hours to process depending on volume. 
  • When complete, your status will update to Ready to Import
  • To import the data into the client's return, open the return and the Pre-Import tool will be displayed. 

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