For more information, call 877-682-4254
Lacerte Data Import
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
- Merrill Lynch
- Morgan Stanley
- TD Ameritrade
- Vanguard Group
- Wells Fargo
- See the full list
Lacerte Tax Scan and Import
- 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:
- Schedule K (1065)
- Schedule K (1120-S)
- Schedule K (1041)
- Consolidated brokerage statements