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Contact sales at (800) 934-1040
ProSeries Tax Scan and Import

ProSeries® Tax Scan and 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

Video Testimonial
Why can Hal spend more time with family?4 (2:01)
[ProSeries Tax Scan and 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."4

- Michael C.
Accountant and Beta Product User

Product and Feature Overview

Sold Separately

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:


    Schedule K-1 (1065)
    Schedule K-1 (1120-S)
    Schedule K-1 (1041)

    Consolidated Brokerage Statements

Included with your ProSeries 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 a wide range of financial institutions and payroll providers. For a full list of supported partners, please click here.

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."4

- Linda C., CPA

It's saving us time...probably a couple of hours a day...I'm going home a couple of hours earlier every day."4

- Office of Earl M., CPA

We're paying less overtime this year than last year [because of Tax Scan and Import]."4

- Lee C., Accountant


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, 100 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. This testimonial represents the individual experience of this customer. Intuit does not guarantee that results will apply to all customers.