Tax Scan & Import Reviews

[dascpa]

Would like as many people as possible to give a review and add one to five stars if you've used ProSeries Tax Scan and Import.  So far on this board only people complaining have written in.  Keep debating if just another thing to go wrong and spend more time reviewing or it's worth it. 

[IRonMaN]

"Keep debating if just another thing to go wrong and spend more time reviewing or it's worth it"

It's an Intuit product ------------------- what could ever go wrong?😉

[dascpa]

Expected reply and agree, but not helpful.

[jtsjoz]

For 2021 - There is a good chunk of basic forms it just does not work with like SSA-1099, or it will leave out detail like other address fields on forms. I would say based on the time I saved from entering pages of stock trades, it was probably worth it. I did around 400 returns last year and our..  I'm hoping it will continue to improve and OCR technology and Ai has improved alot but ... who knows..

[jtsjoz]

For a review of 2022 -- Doesn't handle dollar signs in W-2 well and didn't missed a 1099-NEC completely. 

Treats $ as a 5 so you definitely want to check for that.

[jtsjoz]

1099-B have had solid 80-90% success. Additional crypto trades on a excel sheet or or some other format gives you a work around to import a invalid 1099, then overwrite the proof excel file copy to import the actual transactions that you want imported. One benefit is that we have digitized all of the records, which can be indexed, into a search appliance  we use for looking up past records and event and verifying returns.