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Import Tax Data into LaCerte

Tom at FSG
Level 1

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.

 

Help 

Tom 

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2 Comments 2
George4Tacks
Level 15

What are you trying to import? If it is stock transactions, just input summary and attach the pdf.

https://proconnect.intuit.com/support/en-us/help-article/form-8949/reporting-form-8949-exception-2-t...

 


Answers are easy. Questions are hard!
Karl
Level 8
Level 8

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.
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