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Discussion:Lacerte tax Import

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Discussion Forum Index --> Business Growth Community --> Lacerte tax Import

Wmcohen (talk|edits) said:

10 September 2010
I've used Lacerte's Tax Import for a few clients and find that I spend more time correcting the information that Lacerte sends back that is posted to the 1040. Examples are missing Gov't Bond interest that is on a 1099-Int where there is other interest from a bank and not classifying long-term capital gains when the 1099-B shows date acquired as various for a mutual fund. Has anyone else had a similar experience?

DZCPA (talk|edits) said:

10 September 2010
Import is for the prior year that is already done. It helps proforma next years return and speeds up the input. I have never noticed a problem since I look at original return if I want to compare with the new years return.

Wmcohen (talk|edits) said:

23 September 2010
DZCPA, tax import is not the proforma that you mention. Rather it is the new Lacerte program released early Sept that takes source documents, such as 1099-R, divs, int, W-2 and broker statements and posts them to a selected client and then returns the client to you as a finished product.

EAinNH (talk|edits) said:

19 March 2011
I know this is an old thread...but I used to box to find it. (See! It works!!!!)

I was considering the Proseries version of tax import...does anyone have experience with that? Or--is the 2010 version better than the previous releases?

Alpha1 (talk|edits) said:

19 March 2011
I had looked into ProSeries Tax Import in December.

to get it working you need to have a special scanner

i decided not to implement for this season. i'm interested in hearing comments by those who are using the addon.

EAinNH (talk|edits) said:

21 March 2011
They recommend a particular scanner that's $1200, but you can use any that fulfill the protocol requirements.

I had my IT guy look into it already.

Riki EA (talk|edits) said:

29 December 2011
Anyone have any experience with Lacerte or Proseries Tax Import for scanned documents? It would be great to scan and import tax data (if it saved time), but we tried once before with Proseries Source Doc Auto-Entry, which was a disaster of a program.


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