The Tax Import tool offered by Lacerte or ProSeries allows you to scan in data directly from a PDF of your client's source documents (such as a W-2). You can scan, create, and store the PDF containing all of your client's source documents with the SmartVault Connected Desktop and SmartVault Drive. When you've finished the import process, Lacerte or ProSeries generates an organized, bookmarked PDF from your original source documents PDF.
Since you are not using the Intuit DMS tool, you'll first need to change your settings and assign a folder to store the organized, bookmarked PDF.
Complete Section 1 before you begin the Tax Import process.
Click to view these steps if you use Lacerte. Complete this step before moving on to any other section.
Click to view these steps if you use ProSeries. Complete this step before moving on to any other section.
Click to view these steps when you've completed Section 1.
After finishing the Tax Import process, you obtain an automatically generated, bookmarked, and organized PDF from Lacerte or ProSeries. Follow these steps to upload the PDF to SmartVault.
Click to view these steps after completing Section 2. This is the final section for the Tax Import process.