For Intuit ProSeries Tax and Intuit Lacerte Tax
Data Import
Automatically import data from your clients’ W-2 providers, banks, and brokerage accounts into their 1040 returns.
Tax scan and import
Import data from PDF tax documents (scanned or digital).
How it works
Productivity features
- Data import from scanned source documents in just a few clicks.
- Scan documents without leaving your Intuit tax software or Document Management System.
- Form reviewer tools for checking and editing data before importing into the tax return.
- Dual optical character readers for optimal results.
- Data transmission using 128-bit encryption—data never leaves US and involves no human intervention.1
- Use of bookmarked and highlighted PDFs of scanned source documents to verify source of scanned data.
- Supports the following forms and schedules:
- W-2
- W-2G
- 1098-Mortgage
- 1099-B
- 1099-G
- 1099-DIV
- 1099-INT
- 1099-R
- 1099-SSA
- Schedule K (1065)
- Schedule K (1120-S)
- Schedule K (1041)
- Consolidated brokerage statements
For more information, call 833-630-6963 for Lacerte software and 800-934-1040 for ProSeries software.
Sold separately
Financial Institution Download
Import data directly from financial institutions and payroll providers.
How it works
Productivity features
- Directly download your clients' 1098/1099 and W-2 data from financial institutions and payroll providers.
- Get access to data from more than 275 financial institutions.
- Intuit leverages patented technology designed to securely and reliably transmit data.
- Clients can quickly and easily give you access by way of a website, without Intuit storing clients' usernames or passwords.
- Downloaded results are usually returned in 20 minutes or less.
- Bank of America
- Charles Schwab
- E*Trade
- Merrill Lynch
- Morgan Stanley
- TD Ameritrade
- UBS
- Vanguard Group
- Wells Fargo
Included with your Fast Path license
Additional professional tax software integrations
Extend the functionality of your professional tax preparation software with these time-saving tools.
Intuit Tax Advisor
Available for:
ProConnect Lacerte
The only integrated tax advisory tool where you can access a library of tax strategies to build custom tax plans in minutes, not hours.
Hosting
Available for:
Lacerte ProSeries
Work-from-anywhere capabilities mirror your desktop setup for a seamless integrated workflow. Plus, attract top talent with remote access.
eSignature
Available for:
ProConnect Lacerte ProSeries
Digital signing solution where you can manage signatures right within your tax software, and clients can sign whenever and wherever they want.
