Automatically import data into client 1040 returns with Lacerte® Tax Scan and Import

  • Dual optical character readers for reliable results
  • Exclusive partnerships with over 24 financial institutions for secure direct download of W-2 data and 1099 transactions
  • Form reviewer tools for checking and editing data before importing
  • Downloaded results are usually returned in 20 minutes or less

Inquire about Lacerte Tax Scan and Import


Contact Sales at (800) 200-7599


   4.6 of 5

Customer Testimonials and Case Studies

Case Study (PDF)

How did William Busch, CPA, find ways to be more efficient using Lacerte Tax Scan and Import?

Case Study (PDF)

What did Ken think of Lacerte Tax Scan and Import?

Case Study (PDF)

How did Brinkman & Reed, CPAs, find a productivity change worth making?

Product and Feature Overview

Included with your Lacerte Fast Path License

  • Download Data Directly from Financial Institutions
  • Download your client's 1099-B, 1099-INT and 1099-DIV data directly from participating financial institutions by way of a website that is easy for you and your clients to use and access
  • Use a Transaction Data Reviewer, for checking and editing documents in Microsoft Excel before importing, for improved accuracy
  • Download W-2 statements from leading industry payroll processors such as ADP
  • We use patented technology to securely transmit data with high reliability
  • We do not store clients' usernames or passwords


Sold Separately

  • Import Data from Scanned Source Documents
  • Benefit from highly reliable data importing directly into your client's 1040 return in just a few clicks
  • Use a form Reviewer tool for checking and editing documents before importing, for improved accuracy
  • Scan documents without having to leave the tax program or Document Management System, using optimal default scanner settings: 300
  • DPI in black and white
  • Use bookmarked and highlighted PDF of scanned source documents to verify source of scanned data
  • Transmit data using 128-bit encryption; data never leaves U.S. and involves no human intervention1

We support the following
Financial Institutions:

American Funds

Bank of America

Charles Schwab


Edward Jones


First Clearing, LLC

LPL Financial

Merrill Lynch

Morgan Stanley

National Financial

Raymond James


Stifel Nicolaus

TD Ameritrade

Trust Company of America


Vanguard Group — Brokerage

Vanguard Group — Mutual Fund

Wells Fargo Advisors



We support the following
Payroll Vendors:


Intuit Payroll Services



We support these forms and schedules:










Schedule K-1 (1065)

Schedule K-1 (1120-S)

Schedule K-1 (1041)

Consolidated Brokerage Statements

Customer Quotes


   4.6 of 5

"I found the process extremely easy to use and the reliability of the results within acceptable margins. It would definitely be a time saver for clients with many documents."2


Linda C., CPA



"It's saving us time...probably a couple of hours a day...I'm going home a couple of hours earlier every day."2


Office of Earl M., CPA



"We're paying less overtime this year than last year [because of Tax Scan and Import]."2


Lee C., Accountant



"[Lacerte Tax Scan and Import] is very easy to use. I was able to set up the app and transfer the information without any issues. Receiving the information back was just as easy and [it] was captured accurately in the return."2


Michael C.

Accountant and Beta Product User

Inquire about Lacerte Tax Scan and Import


Contact Sales at (800) 200-7599

Important offers, pricing details, & disclaimers
  1. Under normal data processing.
  2. This testimonial represents the individual experience of this customer. Intuit does not guarantee that results will apply to all customers.