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About Tax Import in Lacerte and ProSeries
by Intuit•1• Updated 9 months ago
Tax Import gives you the ability to import common tax data directly into your software's individual income tax returns using two unique technologies. You can import data into a return from:
- Clients scanned source documents, and
- Financial institution downloads.
Tax Import will save you time and help you avoid the inaccuracies associated with manual data entry. Tax Import was developed as an add-on service for Lacerte and ProSeries users, with the goal of saving you time.
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