Automatically import data into client 1040 returns.
- Dual optical character readers for reliable results
- Exclusive partnerships with over 24 financial institutions for direct download of W-2 data and 1099 transactions
- Form reviewer tools for checking and editing data before importing
- Downloaded results are usually returned in 20 minutes or less
Product and feature overview
Included with your Lacerte Fast Path License
- Download Data Directly from Financial Institutions
- Download your client's 1099-B, 1099-INT and 1099-DIV data directly from participating financial institutions by way of a website that is easy for you and your clients to use and access
- Use a Transaction Data Reviewer, for checking and editing documents in Microsoft Excel before importing, for improved accuracy
- Download W-2 statements from leading industry payroll processors such as ADP
- We use patented technology designed to securely transmit data with high reliability
- We do not store clients' usernames or passwords
Sold Separately
- Import Data from Scanned Source Documents
- Benefit from highly reliable data importing directly into your client's 1040 return in just a few clicks
- Use a form Reviewer tool for checking and editing documents before importing, for improved accuracy
- Scan documents without having to leave the tax program or Document Management System, using optimal default scanner settings: 300 DPI in black and white
- Use bookmarked and highlighted PDF of scanned source documents to verify source of scanned data
- Transmit data using 128-bit encryption; data never leaves U.S. and involves no human intervention1
We support the following Financial Institutions:
- American Funds
- Bank of America
- Charles Schwab
- E*Trade
- Edward Jones
- Fidelity
- First Clearing, LLC
- LPL Financial
- Merrill Lynch
- Morgan Stanley
- National Financial
- Raymond James
- Scottrade
- Stifel Nicolaus
- TD Ameritrade
- Trust Company of America
- UBS
- Vanguard Group — Brokerage
- Vanguard Group — Mutual Fund
- Wells Fargo Advisors
We support the following Payroll Vendors:
- ADP
- Intuit Payroll Services
We support these forms and schedules:
- W-2
- W-2G
- 1098-Mortgage
- 1099-B
- 1099-G
- 1099-DIV
- 1099-INT
- 1099-R
- 1099-SSA
- Schedule K-1 (1065)
- Schedule K-1 (1120-S)
- Schedule K-1 (1041)
- Consolidated Brokerage Statements
Important offers, pricing details, & disclaimers