Automatically import data into client 1040 returns with Lacerte® Tax Scan and Import.

  • 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
For Sales:

Inquire about Lacerte Tax Scan and Import.


Contact sales at 877-682-4254


Product and Feature Overview


Included with your Lacerte Fast Path License:

  • Download data directly from financial institutions.
  • Download your clients' 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 clients' 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 a bookmarked and highlighted PDF of scanned source documents to verify the source of scanned data.
  • Transmit data using 128-bit encryption; data never leaves U.S. and involves no human intervention.1



We support the following financial institutions:

American Funds

Bank of America

Charles Schwab


Edward Jones


First Clearing, LLC

LPL Financial

Merrill Lynch

Morgan Stanley

National Financial

Raymond James


Stifel Nicolaus

TD Ameritrade

Trust Company of America


Vanguard Group — Brokerage

Vanguard Group — Mutual Fund

Wells Fargo Advisors



We support the following payroll vendors:


Intuit Payroll Services



We support these forms and schedules:










Schedule K-1 (1065)

Schedule K-1 (1120-S)

Schedule K-1 (1041)

Consolidated Brokerage Statements


Inquire about Lacerte Tax Scan and Import.


Contact sales at 877-682-4254