With your ProSeries Professional program there are two ways to import data:
- Tax Import: This no additional cost service allows direct downloads of your client's 1099-B, 1099-INT, and 1099-DIV data from participating financial institutions by way of a website that is easy for you and your clients to use and access
- Tax Scan and Import: This add-on feature allows you to scan source documents and upload them for processing through your ProSeries software where our online services convert them into a digital format that can be downloaded directly into the tax forms.
For a full feature comparison click here: Automatically import data into client 1040 returns.
ProSeries Basic does not support the Tax Scan and Import option however you do have access to the Tax Import option.
How do I use the features in ProSeries?
For Tax Import see:
For Tax Scan and Import see: