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Tax Scan & Import

dascpa
Level 11

Your ratings of PS Tax Scan and Import. Great, fair, poor? Worth it? Saves time? Not looking to import from brokerage houses, just scan, upload and populate. 

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2 Comments 2
Just-Lisa-Now-
Level 15
Level 15
never used it. Saw someone complaining the other day that the at the SSA 1099 wouldnt import.
Its only a few keystrokes to enter most forms, Im not sure how much of a time saver it is if you have to scan, import, and verify the entries....maybe if youre a poor typist?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
DianebrokerCPA
Level 1

I tried it three tims yesterday, W-2's seem to be the only docs that get processed regularly.  Most of the other docs are missing.