ProSeries Data Import

For more information, call 800-934-1040

Automatically import data into client 1040 returns.

Financial Institution Download

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:

  • Bank of America
  • Charles Schwab
  • E*Trade
  • Merrill Lynch
  • Morgan Stanley
  • TD Ameritrade
  • UBS
  • Vanguard Group
  • Wells Fargo
  • See the full list

ProSeries Tax Scan and Import

Sold separately

  • Data import from scanned source documents in just a few clicks.
  • Scanning documents without leaving ProSeries 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.

Additional ProSeries integrations

Extend the functionality of your ProSeries professional tax preparation software with these timesaving tools.

Tax Import

Professional only

Client Organizer

Professional only