Import from scanned pdf

6 replies
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Has anyone had any luck with importing client data from scanned pdf's in Lacerte? I I uploaded one eight days ago and it's still processing. I called support seven days ago - they were supposed to check and get back to me. I emailed support four days ago. No responses.

Lacerte Tax

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RebSteMag

Level 3

Hello, Yvette. I'm curious if you've tried to update the statuses via the import link in your Lacerte screen. Import...Tax Import...Update Tax Import Statuses.

I've had similar issues and this path sometimes worked.

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YvetteAuthor

Level 2

I have done that several times, including just now. No luck. Thank you for the input!

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RebSteMag

Level 3

Have you imported others? Also my experience...sometimes scanning/importing another client's documents successfully would cause the first client's status to update.

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slshapiro

Level 2

I tried it today for gambling winnings 1099s. Most them imported correctly. However, I did receive about 15 erroneous inputs and some that were incomplete. My BIG issue is that the web site says the cost on a per client basis is $11.00 and the billed my credit card $13.00. I know it's not a lot but if I use for a lot of clients the differance will add up.

Has anyone else noticed the additional or wrong charge?

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