Inviting the client and importing is an easy three-part process:
Part one: Sending the invite to the taxpayer
Follow these steps:
- Open Lacerte to the Client List.
- Select the client you'd like to send the invitation to.
- From the Import menu, choose Tax Import then Import Client Data from Online Accounts.
- Review the client's name and email address. Changes made here won't change Client Information on Screen 1.
- Select Next.
- Review the default text for the taxpayer. ${FirstName} ${LastName} will use the taxpayer's first and last name from Client Information. You can customize the text and who's listed as the Tax Preparer.
- Make sure your email is on the email address for notifications and select Next.
- Make sure the field Email address for notifications contains your email address.
- Review what will be sent to the taxpayer and select Send to email the taxpayer.
Part two: The taxpayer and spouse accept the invite and choose what to send to you
Follow these steps:
- From the email, the taxpayer should select Get Started.
- On the Intuit Tax Form Dropoff website, sign in with their Intuit Account Login.
- If they don't have an Intuit Account login, they should select the New to Intuit? Create an account link.
- If the invite is sent to a Married Filing Jointly client, only one login is necessary, your client doesn't need a separate login for the taxpayer and spouse for the drop-off website.
- Select the Document Type to download:
- W-2
- 1099
- Select Start download.
- Enter the required information:
- If importing a W-2:
- Enter the EIN from the W-2.
- Select Continue.
- Enter the Control Number from the W-2.
- Enter the Social Security number from the W-2.
- Enter the amount from Box 1 of the W-2.
- Select Continue. They'll receive a confirmation saying "The following forms were successfully sent to your tax preparer."
- If importing a 1099 or 1098:
- Search for the Financial Institution. A list of the available forms and institutions can be found here.
- Select Continue.
- Enter the User ID and password for the financial institution.
- Select Continue. They'll get a confirmation saying "The following forms were successfully sent to your tax preparer."
- Search for the Financial Institution. A list of the available forms and institutions can be found here.
- If importing a W-2:
- Select Send More if they have more than one document to send or Sign Out.
Part three: Complete the import in Lacerte
Follow these steps:
- Open the Tax Import client view to see the status of your clients.
- Review the Download Status column.
- Once the status says ready to import, open the tax return to complete the import.
- Choose the forms you'd like to import and select Import Selected Forms.