Tax Import gives you the ability to import common tax data directly into your software's individual income tax returns using two unique technologies. You can import data into a return from:
- Clients scanned source documents, and
- Financial institution downloads.
Tax Import will save you time and help you avoid the inaccuracies associated with manual data entry. Tax Import was developed as an add-on service for Lacerte and ProSeries users, with the goal of saving you time.
