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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- Lacerte Scan Import
Lacerte Scan Import
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mth67
Level 1
02-21-2024
06:51 PM
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Scan / import is not creating a bookmarked pdf this year in the tax import review file. The pdf is there but none of the pages are bookmarked as in prior years. Anyone else having that issue?
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sjrcpa
Level 15
02-21-2024
09:08 PM
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The bookmarked pdf file was the best part of that service.
I don't use it now.
The more I know, the more I don't know.
mth67
Level 1
02-25-2024
05:06 PM
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I agree. Been using Scan/import since it was introduced. Have had other issues in the past but this is the first I couldn't work around. Lacerte support said they will give us an update on March 4th. Not really helpful waiting until March.
