taxprepper
Level 3
10-26-2020
09:48 AM
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I collect bookkeeping docs via Dropbox and would like to use it for for tax prep too.
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itonewbie
Level 15
10-26-2020
10:54 AM
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Not for W-2 but you can import data for Sch D and depreciation from Excel or CSV files from within PTO. Integration with PTO is limited to Intuit Link.
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taxprepper
Level 3
10-26-2020
01:05 PM
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Ok, thought so. Thank you.
If I upload a W-2 into the client's files in Firm Documents, and mark the file as a W-2, I'm guessing this still won't import into the client's return?
itonewbie
Level 15
10-26-2020
01:18 PM
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No problem, @taxprepper.
One workaround is to upload the doc to Intuit Link using the Act as taxpayer function but it may not be worth the time and effort.
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