Has Pro Series data import functionality improved for 2026 software?

3 replies
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Hello Intuit community,

Has the tax document import via pdf documents improved in 2025 and is it expected to improve further in 2026?

ProSeries Professional

IRonMaN

Level 15

When dealing with Intuit, keep your expectations very low and you will never be disappointed.

Slava Ukraini!

Just-Lisa-Now-

Intuit Community Champion

I just took an Intuit survey, theyre really pushing the AI automation crap. Data entry is the easiest part of the return and the easiest to check for accuracy right as youre doing it. I dont want anyone or anything else entering numbers in a return Im responsible for.

If they want to use AI for help windows and getting us better support for research needed to do our job, bring it on, but quit focusing on AI trying to read all these forms in different formats and many times are issued incorrectly (i.e. 1099MISc vs 1099NEC) businesses issue the wrong form often….AI wouldnt know the difference.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Skylane

Intuit Community Champion

I’ve been a basher of AI (artificial ignorance).for a long while Recently, I’m starting to use it more and more. Iam amazed by some of it’s capabilities. I’m seriously considering spending the money and deploying it in my office to consolidate workflows; sort, summarize, and organize emails, etc. for both insurance and taxes. It will integrate with my management system and should be able to handle much of the time consuming clerical processes as well as being a valuable research tool. . (hopefully it can figure out my pet peeve… logging in, MFA, password reset, arguments with help desks

This stuff is still in it’s infancy… and things are going to change quickly… Stock your 401ks well…. in 10 years we’ll all be forcibly retired.

If at first you don’t succeed…..find a workaround

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