Lacerte Tax Import allows you to quickly and accurately download W-2, 1098 and 1099 forms directly into the 2019 1040 return.
There are two ways you can download financial institution data from your client's online accounts. Click below for steps or watch our short video to learn more.
Tax Import is only available for the current tax year and is available until November when it is taken offline to prepare for the next tax season. Tax Import is brought online in mid-January for processing current year returns.
Inviting the client and importing is an easy three-part process: