Tom at FSG
Level 1
10-10-2023
02:16 PM
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I need to upload PDF files into LaCerte via Tax Import. When I open the Tax Import tab all of the import tabs are greyed out and not available. Any suggestions. LaCerte says its a pay as you go serice.
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Tom
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George4Tacks
Level 15
10-10-2023
04:24 PM
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What are you trying to import? If it is stock transactions, just input summary and attach the pdf.
Answers are easy. Questions are hard!
Karl
Level 8
10-10-2023
11:56 PM
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Your post isn't clear about what you're trying to upload, but here are are few thoughts:
- Are you trying to attach a PDF to the efile of your returns? That's on Screen 4.4, not the Import menu.
- Are you trying to import data from a PDF into Lacerte, like fixed assets or stock sales?
- Stock sales, just enter a summary of ABCDEF into screen 17 and attach the details where you need to substantiate basis on 4.4.
- Fixed assets, you'll have a lot easier time if you convert it to Excel. It's a lot easier to convert your PDF through Excel>Data>Get Data>From File>PDF and find the right data.
*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*
