{"id":1222,"date":"2016-03-01T18:05:52","date_gmt":"2016-03-02T00:05:52","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=1222"},"modified":"2016-07-31T21:20:04","modified_gmt":"2016-08-01T02:20:04","slug":"decrease-data-entry-time-and-eliminate-errors-with-direct-download-of-w-2s-and-1099s","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/decrease-data-entry-time-and-eliminate-errors-with-direct-download-of-w-2s-and-1099s\/","title":{"rendered":"Decrease Data Entry Time and Eliminate Errors With Direct Download of W-2s and 1099s"},"content":{"rendered":"<p><span style=\"font-weight:400;\">The Lacerte<\/span><span style=\"font-weight:400;\">\u00ae<\/span><span style=\"font-weight:400;\"> direct download service is included free in your Lacerte Fast Path license. Not only can you import W-2s from more than 75 payroll providers directly into your client\u2019s 1040 tax return, but the service also allows you to download and import your client\u2019s 1099 information directly from the financial institution, too.<\/span><\/p>\n<p><span style=\"font-weight:400;\">The number of partners now included in this service has expanded to include more banks and payroll providers, bringing the total to more than 400. <\/span><a href=\"https:\/\/accountants.intuit.com\/support\/tax\/proseries\/document.jsp?product=proseries&amp;id=GEN86989\" data-wa-link=\"body_supp-ps-86989\"><span style=\"font-weight:400;\">Click here<\/span><\/a><span style=\"font-weight:400;\"> to see the list of supported financial institutions.<\/span><\/p>\n<p><span style=\"font-weight:400;\">This feature provides improved accuracy because this information is downloaded directly from the financial institution.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"  wp-image-1227 aligncenter\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/03\/fig1.png\" alt=\"fig1.png\" width=\"504\" height=\"419\" \/><\/p>\n<p><a href=\"https:\/\/proconnect.intuit.com\/lacerte\/add-ons\/tax-import\/\" data-wa-link=\"body_lc-taximport\"><span style=\"font-weight:400;\">Click here<\/span><\/a><span style=\"font-weight:400;\"> for more information and case studies for W-2 and 1099 downloads.<\/span><\/p>\n<p><span style=\"font-weight:400;\">To access this feature in the Lacerte program, select <\/span><b>Import<\/b><span style=\"font-weight:400;\"> from the tools menu and select <\/span><b>Tax Import <\/b><span style=\"font-weight:400;\">for all of the financial institution import options.<\/span><\/p>\n<p><b>Setting the Default Form Viewed When Accessing the Forms Tab<\/b><\/p>\n<p><span style=\"font-weight:400;\">When viewing the Forms tab, the main form (e.g. 1040) appears by default. A common practice for preparers is to view the Tax Summary as a way to see a whole picture of the return and compare the current data to the prior year\u2019s data.<\/span><\/p>\n<p><span style=\"font-weight:400;\">If you find yourself going to that form, or any other form, you can almost always set that form to be the default form viewed by default.<\/span><\/p>\n<p><span style=\"font-weight:400;\">To change the default form viewed when opening the Forms tab, go to the Forms tab and select the form you wish to be the default form viewed.<\/span><\/p>\n<p><span style=\"font-weight:400;\">Once that form is selected, select <\/span><b>View<\/b><span style=\"font-weight:400;\"> from the tools menu and select <\/span><b>Make current form the default for viewed<\/b><span style=\"font-weight:400;\">.<\/span><\/p>\n<p style=\"text-align:center;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-1228\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/03\/fig2.png\" alt=\"fig2.png\" width=\"573\" height=\"448\" \/><\/p>\n<p><span style=\"font-weight:400;\">Now, when you open the Forms tab, whatever form you selected will be the form viewed by default.<\/span><\/p>\n<p><b>Tax Return Review \u2013 Tick Marks<\/b><\/p>\n<p><span style=\"font-weight:400;\">While reviewing a tax return from the Forms tab, Lacerte offers the ability to put \u201ctick marks\u201d on the return. Review tools are a powerful way to tick off values in the return, as you tie in source documents during the review. Click once on a field and a green tick mark appears, indicating you have checked that amount. If the value changes later, the tick mark turns red, indicating it needs to be rechecked.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1230\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/03\/fig3.png\" alt=\"fig3\" width=\"975\" height=\"435\" \/><\/p>\n<p><span style=\"font-weight:400;\">Checking returns is part of due diligence and necessary to avoid errors. By using these tick marks, you can see a visual cue that you have validated that amount during your review process.<\/span><\/p>\n<p><b>Want More?<\/b><\/p>\n<p><span style=\"font-weight:400;\">Whether you\u2019re new to Lacerte or a seasoned user, <\/span><a href=\"https:\/\/proconnect.intuit.com\/lacerte\/getting-started\/\" data-wa-link=\"body_lc-getstarted\"><span style=\"font-weight:400;\">check out<\/span><\/a><span style=\"font-weight:400;\"> our self-paced online Training Center for more resources.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Lacerte\u00ae direct download service is included free in your Lacerte Fast Path license. Not only can you import W-2s from more than 75 payroll providers directly into your client\u2019s 1040 tax return, but the service also allows you to download and import your client\u2019s 1099 information directly from the financial institution, too. The number<\/p>\n","protected":false},"author":107195557,"featured_media":1225,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[116807],"tags":[11119904],"intuit_collection":[],"intuit_series":[],"coauthors":[509474176],"class_list":["post-1222","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","tag-lacerte"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Decrease Data Entry Time and Eliminate Errors With Direct Download of W-2s and 1099s - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/decrease-data-entry-time-and-eliminate-errors-with-direct-download-of-w-2s-and-1099s\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Decrease Data Entry Time and Eliminate Errors With Direct Download of W-2s and 1099s - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"The Lacerte\u00ae direct download service is included free in your Lacerte Fast Path license. 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