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Requirements for Tax Scan and Import

SOLVEDby IntuitLacerte Tax10Updated 2 weeks ago

Below are the requirements for using the Tax Scan and Import add-ons for Lacerte or ProSeries Professional.


To use Tax Scan and Import for Lacerte or ProSeries Professional, you'll need:

  • A high-speed internet connection.
  • Adobe Flashplayer 9 or higher, for working with financial institution downloads.
  • Microsoft .NET Framework 4, for working with scanned documents.
  • Microsoft Excel version 11 (Office 2003) or higher, for spreadsheet functionality. 
    • We don't support the cloud version of Office 365.
  • A multi-feed, TWAIN-compliant duplex scanner set at 300dpi.
    • We recommend the Black & White print setting for working with scanned documents.


  • Dual monitors aren't required, but highly recommended.
    • Dual monitors make data entry and review much faster by having the organized, bookmarked, and highlighted source document file on one screen—and your Intuit tax program on the other.

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