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Contact sales at (800) 200-7599

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

 
 
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[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

Product and Feature Overview

Sold Separately (Available for purchase in June)

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

Included with your Lacerte Fast Path License

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
    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

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

 

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.