ProSeries Tax Import allows you to quickly and accurately download W-2, 1098 and 1099 forms directly into the 20211040 return. This feature is available in both ProSeries Basic and ProSeries Professional as part of your annual FastPath license.
Tax Import is only available for the current tax year and is available until November when it is taken offline to prepare for the next tax season. Tax Import is brought online in mid-January for processing current year returns.
There are two ways you can download financial institution data from your client's online accounts:
You can invite clients to download financial institution data by email
Inviting the client and importing is an easy three-part process:
You can instantly download financial institution data if your client is in the office
Activating the client and importing the data is an easy three-part process: