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Tax import

slee
Level 1

I'm having issues with importing data from scanned pdf.  Job stays stuck on processing (2 days now). I have tried updating and it doesn't help. Anyone else having this issue?

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6 Replies 6
Just-Lisa-Now-
Level 15
Level 15

I wasn't aware we could import data from a PDF.....are you sure this function is suppose to work like that?    have you done it in the past?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
IRonMaN
Level 15

But do you really trust Intuit enough to do that for you correctly? 😮

ACME Taxes, Tatoos, Tires and Tomatoes (I had to get rid of the turtles - they kept running away)
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Just-Lisa-Now-
Level 15
Level 15

@IRonMaN wrote:

But do you really trust Intuit enough to do that for you correctly? 😮


I dont , so Ive never imported anything, but I didnt think pdfs were even an option.  I thought you could only import the file format the brokerages make available for importing (whatever type that may be)


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Neal-Boismenue
Level 1

You have to review the information imported before it becomes part of the return.    I cant get this add on to work either

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slee
Level 1

Yes, for the past 4 years

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Add the date of birth, exit the return back to the homebase screen and reenter the return. The screen will pop up sayig "Ready for Import" and you can click it to have the data enter itself in the return on each field. 

Then you're happily reviewing your return and collecting your money from the customer 🙂 

Don't mention it.

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