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Use the SmartVault Drive When Working with the Lacerte or ProSeries Tax Import Tool

Overview

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.

 

Set the Tax Import Folder in Master Options in Lacerte

Click to view these steps if you use Lacerte. Complete this step before moving on to any other section.

  1. Right click on your desktop and select New>Folder.

    DT_Create_New_Folder_Tax_Import.png
     
  2. Rename the folder to Tax Import PDFs.

    DT_Rename_Tax_Import_Folder.png
     
  3. Open Lacerte and click Settings>Master Options.

    DT_Set_Master_Options_Tax_Import.png
     
  4. Under the Tax Import Options, click to open the file explorer.

    DT_Lacerte_Tax_Import_Options.png
     
  5. Navigate to the folder you created on your desktop. For most systems, you'll double click on the following folders:
    • C:\
    • Users
    • UserName, where UserName is the name you use to sign in to Windows
    • Desktop
    • Tax Import PDFs
    • When your file path looks like the following, click OK.

      DT_Correct_Tax_Import_Review_File_Setting.png
       
  6. On the Master Settings page, verify that the path under Tax Import Options has changed, and then click OK.

    DT_Lacerte_Tax_Import_Setting_Complete.png
     
  7. Lacerte will prompt you to make the changes for all users. Select Current changes only and click Yes.

    DT_Finalize_Tax_Import_For_All_Users.png
     
  8. Lacerte alerts you that all users must exit Lacerte before they can receive the changes. Click OK.

    DT_Lacerte_Change_Warning.png
     
  9. Lacerte alerts you that the program must exit. Click OK.

    DT_Lacerte_Shut_Down_Warning.png
     
  10. Reopen Lacerte to continue with the Tax Import process.

Set the Tax Import Folder Settings in ProSeries

Click to view these steps if you use ProSeries. Complete this step before moving on to any other section.

  1. Right click on your desktop and select New>Folder.


    DT_Create_New_Folder_Tax_Import.png
     
  2. Rename the folder to Tax Import PDFs.

    DT_Rename_Tax_Import_Folder.png
     
  3. Open ProSeries and click Tools>Options.

    DT_ProSeries_Tools_Options.png
     
  4. Select Tax Import.

    DT_ProSeries_Tax_Import_Setting.png
     
  5. Select Use folders on my hard drive or network computer.
  6. Click OK.

 

Using the SmartVault Drive during the Tax Import

Click to view these steps when you've completed Section 1.

  1. Verify that you have mapped a drive using the SmartVault Drive tool.
  2. Scan all your source documents into one PDF. Save this PDF in the client's Source Documents folder in SmartVault.

    DT_Connected_Desktop_DB_Tax_Import_Src_Docs_Saved.png
    Use the Connected Desktop scan tool for the easiest method. You can also use the Connected Desktop to edit the PDF.
     
  3. In Lacerte or ProSeries, click on a client, open the Tax Import tool, and select Import Client Data from Scanned PDF.
  4. Follow the instructions provided by your tax application. Both Lacerte and ProSeries offer a guided tour of the Tax Import tool to teach you how to use this tool.
  5. Click Continue on the following screen:

    DT_Lacerte_Guide_Scan_PDF.png
    You already created this PDF and saved it in the client's Source Documents folder earlier in these steps.
     
  6. Click Browse on the following screen:

    DT_Lacerte_Browse_Step.png
     
  7. Select the SmartVault Drive and locate the Source Documents folder for the client with which you are currently working. Select the PDF you stored here. 
    DT_Lacerte_Browse_Step_Filled.png
     
  8. Verify you've selected the correct file and click Send.
  9. Continue using the Tax Import tool as guided by your tax application.
  10. Repeat these steps for additional clients as needed.
  11. When you've finished the Tax Import process for your clients, proceed to the next section.

 

Upload the Bookmarked PDF in SmartVault

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.

 

  1. Open the Tax Import PDFs folder in the Windows File Explorer and locate the bookmarked PDF.
  2. Open the Connected Desktop.
  3. Navigate to the client and choose a folder in which you will store the bookmarked PDF.

    DT_Connected_Desktop_Tax_Import_Src_Doc.png
     
  4. Drag the bookmarked PDF from the Windows File Explorer and drop it into the folder you chose in the Connected Desktop.

    DT_Drag_Drop_Tax_Import_PDF.png
     
  5. The PDF uploads into SmartVault and your Tax Import process is complete.

    DT_Connected_Desktop_Tax_Import_Drag_Drop_Complete.png
     
  6. Repeat these steps for additional clients as needed.
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Last modified
14:54, 19 May 2015

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