Lacerte Tax
Try it free
Image Alt Text

Lacerte Data Import

For more information, call 877-682-4254

Automatically import data into client 1040 returns

Financial Institution Download

Included with your Fast Path license

  • Directly download your client's 1098/1099 and W-2 data from financial institutions and payroll providers.
  • Get access to data from more than 275 financial institutions.
  • Intuit leverages patented technology designed to securely and reliably transmit data.
  • Clients can quickly and easily give you access by way of a website, without Intuit storing clients' usernames or passwords.
  • Downloaded results are usually returned in 20 minutes or less.

We support more than 275 financial institutions, including:

  • Bank of America
  • Charles Schwab
  • E*Trade
  • Merrill Lynch
  • Morgan Stanley
  • TD Ameritrade
  • UBS
  • Vanguard Group
  • Wells Fargo
  • See the full list

Lacerte Tax Scan and Import

Sold separately

  • Data import from scanned source documents in just a few clicks.
  • Scanning documents without leaving Lacerte or Document Management System.
  • Form reviewer tools for checking and editing data before importing into the tax return.
  • Dual optical character readers for optimal results.
  • Data transmission using 128-bit encryption; data never leaves U.S. and involves no human intervention.1
  • Use of bookmarked and highlighted PDFs of scanned source documents to verify source of scanned data.
  • Supports the following forms and schedules:
    • W-2
    • W-2G
    • 1098-Mortgage
    • 1099-B
    • 1099-G
    • 1099-DIV
    • 1099-INT
    • 1099-R
    • 1099-SSA
    • Schedule K (1065)
    • Schedule K (1120-S)
    • Schedule K (1041)
    • Consolidated brokerage statements