Understanding the differences between Tax Import and Tax Scan and Import in ProSeries

Within ProSeries Professional, there are two ways to import data:

• Tax Import: This no-additional-cost service allows you to directly download your clients' 1099-B, 1099-INT, and 1099-DIV data from participating financial institutions—via a website that's easy for you and your clients to use and access.
• Tax Scan and Import: This add-on feature allows you to scan source documents and upload them for processing through your ProSeries software, where our online services convert them into a digital format that can be downloaded directly into the tax forms.

For a full feature comparison, refer to the ProSeries Data Import page.

How do I use the features in ProSeries?

• For information about using Tax Import, see: Importing financial institution data into ProSeries with Tax Import
• For information about using Tax Scan and Import, see: Importing source documents with ProSeries Scan and Import