Importing scanned source documents with Lacerte Tax Import

This article will help with importing scanned source documents using Lacerte Tax Import. To use Tax Import, you must first have the documents in PDF format. Then you can use Tax Import to send them to Intuit for processing. After a short processing delay (approximately 20 minutes), the data is returned ready to be reviewed and imported.

Lacerte Tax Import is sold separately. It's for the Individual (Form 1040) module only. For pricing info, see here.

If your documents are stored in SmartVault

With SmartVault, your documents aren't stored on your computer, and you won't be able to directly browse to them during the next steps. To resolve this, you either:

• Copy the files to your desktop
• Set up the SmartVault Drive
  • For instructions and setting up the SmartVault Drive, see this SmartVault Help Article

To select a document to submit:

1. From the Import menu, select Tax Import.
2. Select Import Client Data from Scanned PDF.
   • You can also right-select the client from the list and choose Import Client Data from Scanned PDF.
3. Select Continue from the Import from Scanned PDF Wizard window.
4. Select Browse or Browse From DMS, then specify the location and file.
   • If you don't have DMS, then your screen will appear with DMS grayed out.
5. Select Send once the file has been selected.
6. Select OK to the confirmation window that reports your submission has started.
   • Your client's submitted source documents may require up to 12 hours to process, but typically will take about 20 minutes.
7. After sending your documents, two columns will show on your client selection screen:
   • Tax Import - Scanned Document Status
   • Tax Import - Financial Download Status
8. The Tax Import - Scanned Document Status column will display Processing until completed, then it will display Ready for Import.

If you experience a timeout or connection interrupted when uploading or downloading

1. Close Lacerte
2. Open your File Explorer to C:\Lacerte\25Tax\Winops\
3. Locate the fidocfg.25 file and open it
   • If prompted to choose a program to open it with, choose Notepad
4. About 6 lines down you, find the following lines:
   • ConnectivityTimeout
   • DownloadTimeout
5. Change ConnectivityTimeout from 30 to 90
6. Change DownloadTimeout from 300 to 900
7. Close the fidocfg.25 file, save changes when prompted
8. Open Lacerte and try uploading/downloading the file again.

Watch this video to learn about Lacerte scanning and import features