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

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• 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
• E*Trade
• Edward Jones
• Fidelity
• First Clearing, LLC
• LPL Financial
• Merrill Lynch
• Morgan Stanley
• National Financial
• See full list…

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