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cape tax
Level 1
Mar 30, 2021 3:38 PM UTC
Question

what is tax scan & import

What is it? Iss the charge per return or one time?

This topic has been closed for replies.

2 replies

TylorValdez1
Level 6
Mar 30, 2021 4:03 PM UTC

The feature allows you to import client source documents into Lacerte. Here is an article that explains. https://proconnect.intuit.com/lacerte/integrations/tax-import/

There is a per charge or an unlimited feature.

 https://proconnect.intuit.com/community/individual/help/importing-scanned-source-documents-with-lacerte-tax-import/00/4874

Unlimited: $1,819
Individual: $11

    jerry
    Level 6
    Mar 30, 2021 7:23 PM UTC

    Try it.

    I wasted $10 or $11 on it a couple of years ago.

    It was awful.  Nowhere close to the competition, and absolutely useless, as I had to correct everything.  With Intuit's development schedule, I expect a significant enhancement to it in 2032 or so.

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