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Best in Class

Rated 4½ stars by CPA Practice Advisor4

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Lacerte Tax Import

Lacerte® Tax Import

Automatically import data into client 1040 returns

  • Dual optical character readers for reliable results
  • Exclusive partnerships with over 24 financial institutions for secure 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
  • FREE TRIAL available for five 1040 client returns
Start the 2 minute tour

 
 

What customers are saying:

Video Testimonial
How did Patricia use Lacerte Tax Import to ensure data accuracy?5 (1:04)
Case Study (PDF)
How did William Busch, CPA, find ways to be more efficient using Lacerte Tax Import?5
Video Testimonial
How did Samantha impress a firm
partner?5 (2:08)
Case Study (PDF)
How did Brinkman & Reed, CPAs, find a productivity change worth making?5
Video Testimonial
Why can Hal spend more time with family?5 (2:01)
Q&A (PDF)
What did Ken think of Lacerte Tax Import?5
Video Testimonial
What does Beverly compare Lacerte Tax Import to?5 (2:50)
[Lacerte Tax Import] is very easy to use. I was able to set up the app and transfer the information without any issues. Receiving the information back was just as easy and [it] was captured accurately in the return."5

- Michael C.
Accountant and Beta Product User

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Product and Feature Overview

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 intervention1
  • 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

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 to securely transmit data with high reliability
  • We do not store clients' usernames or passwords
  • 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
    Morgan Stanley Smith Barney
    National Financial
    Raymond James
    Scottrade
    Stifel Nicolaus
    TD Ameritrade
    Trust Company of America
    UBS
    Vanguard Group — Brokerage
    Vanguard Group — Mutual Fund
    Wells Fargo Advisors
  • We support the following Payroll Vendors:

    ADP
    Intuit Payroll Services

See How it Works

Visit our Tax Import Resource Center to See How It Works. Inside, you'll find:
  • Quick How-To Videos
  • Link to Live Community
  • Support and Contact Information
  • Other Useful Resources
Visit Resource Center

What Customers are Saying

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."5

- Linda C., CPA and Lacerte Tax Import user

It's saving us time...probably a couple of hours a day...I'm going home a couple of hours earlier every day."5

- Office of Earl M., CPA and ProSeries Tax Import user

We're paying less overtime this year than last year [because of Tax Import]."5

- Lee C., Accountant and Lacerte Tax Import user

Pricing

We offer four different ways for you to license Lacerte Tax Import, tailored to your firm's unique needs:

1040 Client Returns

1 (Pay-Per-Return or PPR)

50 1040 Returns ($7.98 PPR)3

150 1040 Returns ($6.66 PPR)3

Unlimited 1040 Returns (less than $6.66 PPR)3
Price

$9.99

$399.00

$999.00

$1,499.00
Total Savings

N/A

$100.50

$499.50

More than $499.50


The Tax Import bundles for 50, 150 and Unlimited 1040 Returns for use in Tax Year 2013 must be purchased and used before November 1, 2014.

Contact Sales for questions on pricing or special promotions: (800) 200-7599.

Terms, conditions, pricing, features, service, support and bundles are subject to change at any time without notice.


FAQs

General Questions

  1. What is Lacerte Tax Import?
  2. When will Lacerte Tax Import be available?
  3. How much does Lacerte Tax Import cost?
  4. What are the benefits of Lacerte Tax Import?
  5. How does Lacerte Tax Import work?

Working With Scanned Source Documents

  1. How do I import scanned source documents with Lacerte Tax Import?
  2. What kind of scanner do I need to use Lacerte Tax Import?
  3. Are dual monitors required to use Lacerte Tax Import?
  4. What documents are available to import into Lacerte?
  5. Is my client's data secure and where does it go when I use Lacerte Tax Import?
  6. Does Lacerte Tax Import have a file size limitation?
  7. If I'm using Lacerte Document Management System, how do I use Lacerte Tax Import?

Working With Financial Institution Downloads

  1. How do I download financial institution data with Lacerte Tax Import?
  2. What financial institution forms are available to download into Lacerte?
  3. Which financial institutions currently support Lacerte Tax Import data downloads?
  4. What will my clients have to do to allow me to access their financial institution download data?
  5. How long does it take for me to get the financial institution data after a client transmits them?
  6. What if I make a manual edit to a 1099 form I downloaded from a financial institution into my tax program?

Other Questions

  1. What happens if I import data from scanned source documents and from financial institution downloads for the same client?



General Questions

  1. What is Lacerte Tax Import?

    Lacerte Tax Import will allow you to import tax data into Lacerte directly from scanned source documents and financial institutions.3 Lacerte Tax Import is available as an add-on service to Lacerte.

  1. When will Lacerte Tax Import be available?

    Lacerte Tax import is available now as an add-on service in your Lacerte tax software.

  1. How much does Lacerte Tax Import cost?

    You will be able to license Lacerte Tax Import in four different ways, depending on your firm's needs:

    1040 Client Returns
    1 (Pay-Per-Return or PPR)
    50 1040 Returns ($7.98 PPR)4
    150 1040 Returns ($6.66 PPR)4
    Unlimited 1040 Returns (less than $6.66 PPR)4
    Price
    $9.99
    $399.00
    $999.00
    $1,499.00
    Total Savings
    N/A
    $50.75
    $499.50
    More than $499.50

  1. What are the benefits of Tax Lacerte Import?

    Lacerte Tax Import can save you time by enabling your tax software to import more data, so that you have to input less.

  1. How does Lacerte Tax Import work?

    Lacerte Tax Import uses two unique technologies to import data into a return: from clients' scanned source documents and from financial institution downloads.

Working With Scanned Source Documents

  1. How do I import scanned source documents with Lacerte Tax Import?

    Lacerte Tax Import reads clients' scanned source documents and imports the relevant tax data into Lacerte. You first scan the documents, then send the data to Intuit and finally import and review the data.

  1. What kind of scanner do I need to use Lacerte Tax Import?

    You need a multi-feed, TWAIN-compliant duplex scanner set to scan in black and white at 300 DPI. We recommend the HP Scanjet Enterprise 7000 s2 Scanner. This particular scanner gives added productivity because it can scan 45 pages per minute at 300 DPI.

  1. Are dual monitors required to use Lacerte Tax Import?

    Dual monitors are not required, but highly recommended. Dual monitors make data entry and review much faster by having the bookmarked and highlighted source document file on one screen and your Lacerte tax program on the other.

  1. What documents are available to import into Lacerte?

    You can import data into Lacerte from a variety of documents. A list of the scanned source documents available for import is available on our website, and it includes brokerage statements, W-2s (W-2 and W-2G), 1098-Mortgage, 1099's (1099-B, 1099-DIV, 1099-INT, 1099-R and 1099-SSA) and Schedule K-1s (1065, 1120-S and 1041). Although these other documents are not imported into Lacerte, we classify them in the "Non-Imported Documents" section of the PDF file: Lacerte organizer, 1099-MISC, 5498, 1098-T, 1098-E, 1099-S, 1099-SA and 1099-Q.

  1. Is my client's data secure and where does it go when I use Lacerte Tax Import?

    The data is secured using the highest industry standards and is sent only to Intuit. Intuit uses 128-bit data encryption, your data never leaves the United States, and involves no human intervention under normal data processing.

  1. Does Lacerte Tax Import have a file size limitation?

    Yes, the maximum size of the bookmarked, highlighted PDF is 30 MB. This will typically be more than 300 pages of source documents if scanned at the recommended 300 DPI.

  1. If I'm using Lacerte Document Management System, how do I use Lacerte Tax Import?

    Simply scan the source documents from the Tax Import "source document input utility" accessible within Lacerte and choose "Save Document to Document Management System and then Import" option.

Working With Financial Institution Downloads

  1. How do I download financial institution data with Lacerte Tax Import?

    Lacerte Tax Import downloads tax data directly from several of the top financial institutions. Through a secure website, TaxFormDropoff.intuit.com, your client approves the direct, automatic download of their financial institution forms into their return. You will then have the ability to download the data into Lacerte. Note: You must have Excel version 11 (Office 2003) or greater in order to review and edit 1099-B data before importing.

  1. What financial institution forms are available to download into Lacerte?

    A list of the scanned source documents available for download is available on our website, and it includes 1099-DIV, 1099-INT, 1099-B and W-2 forms.

  1. Which financial institutions currently support Lacerte Tax Import data downloads?

    • American Funds
    • Bank of America
    • Charles Schwab
    • E*Trade
    • Edward Jones
    • Fidelity
    • First Clearing, LLC
    • LPL Financial
    • Merrill Lynch
    • Morgan Stanley
    • Morgan Stanley Smith Barney
    • National Financial
    • Raymond James
    • Scottrade
    • Stifel Nicolaus
    • TD Ameritrade
    • Trust Company of America
    • UBS
    • Vanguard Group — Brokerage
    • Vanguard Group — Mutual Fund
    • Wells Fargo Advisors

    We support the following Payroll Vendors:

    • ADP
    • Intuit Payroll Services

  1. What will my clients have to do to allow me to access their financial institution download data?

    Your clients will go to an Intuit website, TaxFormDropoff.intuit.com and sign in with the last four digits of their social security number and their five-digit ZIP code. Then, they will be able to enter their login information and submit their request.

  1. How long does it take for me to get the financial institution data after a client transmits them?

    It can usually take anywhere from a few seconds up to two hours until you can access the data in Lacerte. If you need immediate access, you can use the "Access Financial Download Data" option from the Lacerte Tax Import menu. If a client logs into our website, TaxFormDropoff.intuit.com, you will be able to remotely access their financial institution data as soon as your client finishes.

  1. What if I make a manual edit to a 1099 form I downloaded from a financial institution into my tax program?

    Manual edits are never overwritten. In Lacerte, they are shown in black. They are retained even if a corrected form is subsequently imported.

Other Questions

  1. What happens if I import data from scanned source documents and from financial institution downloads for the same client?

    For stock trades, if you send in data from a scanned source document and then download data from a financial institution for the same brokerage statement, data will be duplicated in your tax program. You will only have to delete the duplicate data, and you will be ready to proceed.

 

Important disclaimers, disclosures and notes
  1. Under normal data processing.
  2. Reference the rest of these FAQs for the complete list of tax documents and participating financial institutions that can be imported.
  3. The Tax Import bundles for 50, 150 and Unlimited 1040 Returns for use in Tax Year 2013 must be purchased and used before November 1, 2014. Terms, conditions, pricing, features, service, support and bundles are subject to change at any time without notice.
  4. The CPA Practice Advisor 4½ Star award Logo is a registered trademark of Cygnus Business Media. Used under license. Reprinted from The CPA Practice Advisor magazine, with permission. Copyright © 2013 Cygnus Business Media. All rights reserved. This award was presented to the Tax Import 2012 product.
  5. This testimonial represents the individual experience of this customer. Intuit does not guarantee that results will apply to all customers.
TRUSTe
© 2013 Intuit Inc. All rights reserved. Intuit, the Intuit logo, QuickBooks, ProSeries and Lacerte, among others, are registered trademarks and/or registered service marks of Intuit Inc. or one of its subsidiaries. Other parties' marks are the property of their respective owners

Terms, conditions, features, pricing, support and service are subject to change at any time without notice.
 
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