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Understanding the differences between Tax Import and Tax Scan and Import

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Intuit

Understanding the differences between Tax Import and Tax Scan and Import

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:

Importing financial institution data into ProSeries with Tax Import

For Tax Scan and Import see:

How do I Import Scanned Source Documents with ProSeries Tax Import

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