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Tax Scan & Import

dascpa
Level 8

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 Replies 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♥¸¸.•*¨*•♫♪
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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.

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