Lacerte Tax Scan and Import

For more information, call 877-682-4254

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

  • Direct downloads of 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 access and use
  • Transaction data reviewer for checking and editing documents in Microsoft Excel before importing, for improved accuracy
  • W-2 statement downloads from leading industry payroll processors such as ADP
  • Patented technology designed to securely transmit data with high reliability
  • We do not store clients' usernames or passwords

Sold separately

  • Data import from scanned source documents
  • Highly reliable data importing directly into your client's 1040 return in just a few clicks
  • Form reviewer tool for checking and editing documents before importing, for improved accuracy
  • Scanning documents without leaving Lacerte or Document Management System, using optimal default scanner settings: 300 DPI in black and white
  • Use of bookmarked and highlighted PDFs of scanned source documents to verify source of scanned data
  • Data transmission 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