ProSeries® Tax Scan and Import

 

Automatically import data into client 1040 returns.

 

Dual optical character readers for reliable results

Exclusive partnerships with over 24 financial institutions for 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

For more information CALL (800) 934-1040

Customer Testimonials and Case Studies

Case Study (PDF)

How did William Busch, CPA, find ways to be more efficient using ProSeries Tax Scan and Import?1

Q&A (PDF)

What did Ken think of ProSeries Tax Scan and Import?

Case Study (PDF)

How did Brinkman & Reed, CPAs, find a productivity change worth making?1

Product and Feature Overview

Included with your ProSeries 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 designed 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 intervention2

 

We support the followingFinancial Institutions:

 

American Funds

Bank of America

Charles Schwab

E*Trade

Edward Jones

Fidelity

First Clearing, LLC

LPL Financial

Merrill Lynch

Morgan Stanley

National Financial

See full list....

 

We support the following
Payroll Vendors:

ADP

Intuit Payroll Services

 

We support these forms and schedules:

W-2

W-2G

1098-Mortgage

1099-B

1099-G

1099-DIV

1099-INT

1099-R

1099-SSA

Schedule K-1 (1065)

Schedule K-1 (1120-S)

Schedule K-1 (1041)

Consolidated Brokerage Statements

Customer Quotes

 

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."

 

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."

 

Office of Earl M., CPA

 

 

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

 

Lee C., Accountant

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