About Tax Import in Lacerte and ProSeries

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:

1. Clients scanned source documents, and
2. 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.