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:
844-877-9422

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

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

 

Inquire about Lacerte Tax Scan and Import.

 

Contact sales at 877-682-4254