Lacerte Data Import

For more information, call 877-682-4254

Automatically import data into client 1040 returns

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:

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: