Import Tax Data into LaCerte

[Tom at FSG]

I need to upload PDF files into LaCerte via Tax Import.  When I open the Tax Import tab all of the import tabs are greyed out and not available.  Any suggestions.  LaCerte says its a pay as you go serice.

Help 

Tom 

[George4Tacks]

What are you trying to import? If it is stock transactions, just input summary and attach the pdf.

https://proconnect.intuit.com/support/en-us/help-article/form-8949/reporting-form-8949-exception-2-t...

[Karl]

Your post isn't clear about what you're trying to upload, but here are are few thoughts:

• Are you trying to attach a PDF to the efile of your returns?  That's on Screen 4.4, not the Import menu.
• Are you trying to import data from a PDF into Lacerte, like fixed assets or stock sales?
  • Stock sales, just enter a summary of ABCDEF into screen 17 and attach the details where you need to substantiate basis on 4.4.
  • Fixed assets, you'll have a lot easier time if you convert it to Excel.  It's a lot easier to convert your PDF through Excel>Data>Get Data>From File>PDF and find the right data.