Tax import

Forum|Forum|6 years ago
January 29, 2020
6 replies
49 views

I'm having issues with importing data from scanned pdf. Job stays stuck on processing (2 days now). I have tried updating and it doesn't help. Anyone else having this issue?

ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

I wasn't aware we could import data from a PDF.....are you sure this function is suppose to work like that? have you done it in the past?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

IRonMaN

Level 15

But do you really trust Intuit enough to do that for you correctly? 😮

Slava Ukraini!

Just-Lisa-Now-

Intuit Community Champion

@IRonMaN wrote:

But do you really trust Intuit enough to do that for you correctly? 😮

I dont , so Ive never imported anything, but I didnt think pdfs were even an option. I thought you could only import the file format the brokerages make available for importing (whatever type that may be)

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Marchman Accounting

Level 3

Add the date of birth, exit the return back to the homebase screen and reenter the return. The screen will pop up sayig "Ready for Import" and you can click it to have the data enter itself in the return on each field.

Then you're happily reviewing your return and collecting your money from the customer 🙂

Don't mention it.

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