Tax Import for Lacerte and ProSeries

Welcome to the Intuit Community for Tax import for Lacerte and ProSeries users! The Tax Import Community lets you share and exchange ideas with other tax professionals about how you use Tax Import and gather tips and tricks that might help you improve your workflow.

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Questions	Asked	Latest Activity	Views	Replies
New feature in Lacerte Tax Import - ProSeries will be in soon.	05/07/12 11:48am PDT TomIntuit	05/07/12 11:48am PDT	21	0
How can I effectively track tax lien certificates in Quickbooks?	05/01/12 5:10pm PDT dreg	05/01/12 5:10pm PDT	41	0
Connectivity error when submitting scanned documents to Lacerte	04/14/12 7:34pm PDT JWButler	04/16/12 9:29am PDT	94	3
Is there a limit on the number of records that can be imported? I need to import over 12000 records. Thx in advance	04/09/12 7:24pm PDT dabs3	04/10/12 7:43am PDT	146	5
Considering tax import	03/30/12 6:31pm PDT Shantik1	04/02/12 7:11am PDT	145	2
Tax Import for Lacerte Issues	02/14/12 6:13pm PST DavefTDT	03/30/12 3:00pm PDT	240	5
Want to cut down on turnaround time?	03/14/12 11:34am PDT TomIntuit	03/24/12 1:13pm PDT	122	1
Wish List	03/17/12 5:25pm PDT lghcpa	03/21/12 2:21pm PDT	167	4
Importing Social Security 1099 Information	03/15/12 5:07am PDT tmcpa333	03/19/12 3:12pm PDT	101	1
Tax Import-Credit Card problem	03/19/12 9:47am PDT Ramscot	03/19/12 11:02am PDT	89	1
I get an error trying to connect to Tax Import Dropoff from the link in the invitation e-mail.	03/15/12 9:51pm PDT abbaof3	03/19/12 6:54am PDT	115	0
Avoid duplicates using Pre-import Review!	03/12/12 2:32pm PDT TomIntuit	03/16/12 11:31am PDT	137	4
Point Tax Import Review to different DMS folder?	03/06/12 9:24am PST MashburnCPA	03/13/12 7:52am PDT	150	2
Client & Document Not Found for Tax Import	03/08/12 10:39am PST cibtor	03/09/12 7:07am PST	107	1
Is tax import available for trust returns?	03/07/12 6:59am PST itpjoe	03/08/12 10:45am PST	111	3
Tax import issues!!!	02/20/12 8:50am PST JerryMc	03/08/12 9:02am PST	230	4
ProSeries TY2010 individual file not converting after several attempts.	02/22/12 9:45am PST PSMan	03/05/12 3:34pm PST	103	1
Tax Imports	02/23/12 6:41am PST RNCB	03/05/12 3:28pm PST	136	1
Is Tax Import NOT Working?	02/14/12 11:40am PST Don1	03/05/12 12:24pm PST	280	8
inaccurate tax import	02/25/12 2:36pm PST Margie940	03/01/12 2:59pm PST	242	8
TD Ameritrade Tax Import	02/10/12 12:27pm PST Scott_Tax	02/29/12 1:41pm PST	338	3
Tax Import	02/25/12 5:11am PST Wynn07	02/29/12 1:30pm PST	182	3
retieve document for pro series 2009	02/20/12 6:01pm PST gary233	02/20/12 6:01pm PST	98	0
dms scan and send	01/09/12 1:02pm PST Edward70	02/15/12 9:53am PST	218	1
Are you using tax import? Help	02/09/12 5:33pm PST michelem1983	02/14/12 11:22am PST	312	3