ProSeries® Tax Scan and Import


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
For Sales:

For more information CALL (800) 934-1040

Customer Testimonials and Case Studies


Case Study (PDF)

How did William Busch, CPA, find ways to be more efficient using Intuit ProConnect Lacerte Tax Scan and Import?




What did Ken think of Lacerte Tax Scan and Import?




Case Study (PDF)

How did Brinkman & Reed, CPAs, find a productivity change worth making?

Product and Feature Overview

Included with your ProSeries Fast Path License


  • Download Data Directly from Financial Institutions
  • Download 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 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 client's 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 bookmarked and highlighted PDF of scanned source documents to verify source of scanned data
  • Transmit data using 128-bit encryption; data never leaves U.S. and involves no human intervention2


We support the following Financial Institutions:


American Funds

Bank of America

Charles Schwab


Edward Jones


First Clearing, LLC

LPL Financial

Merrill Lynch

Morgan Stanley

National Financial

See full list....


We support the following
Payroll Vendors:


Intuit Payroll Services


We support these forms and schedules:










Schedule K-1 (1065)

Schedule K-1 (1120-S)

Schedule K-1 (1041)

Consolidated Brokerage Statements

Customer Quotes




I found the process extremely easy to use and the reliability of the results within acceptable margins. It would definitely be a time saver for clients with many documents."


Linda C., CPA




It's saving us time...probably a couple of hours a day...I'm going home a couple of hours earlier every day."


Office of Earl M., CPA





We're paying less overtime this year than last year [because of Tax Scan and Import]."


Lee C., Accountant