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:
844-877-9422

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?

 

 

Q&A (PDF)

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

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

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