Intuit HelpIntuit
About Tax Import in Lacerte and ProSeries
by Intuit•1• Updated 1 year 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.
Sign in now for personalized help
Ask questions, get answers, and join our large community of Intuit Accountants users.
More like this
- Tax Import fails or doesn't import tax data in Lacerte and ProSeriesby Intuit•6•Updated August 13, 2024
- Information about Rightworks user count for Intuit Hosting with Lacerte or ProSeriesby Intuit•6•Updated August 23, 2024
- Importing scanned source documents with Lacerte Tax Importby Intuit•17•Updated August 01, 2024
- Importing data in ProConnect Taxby Intuit•12•Updated May 24, 2024