DMS IMPORT INTO PROSERIES
If you use Proseries DMS, can you inport tax information into Proseries? i.e. 1099, K-1, and W2.
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11/18/08 1:17pm PST
Viewed by asker 12/29/08 8:46am PST
Viewed by asker 12/29/08 8:46am PST
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mbrcpa
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Questions answered: 60
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12/01/08 11:08am PST
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The answer is no. A couple of years ago, Intuit had a program called "source doc auto entry", where you could scan in certain forms, review them for any missing info and then import into the ProSeries tax return. Then you could save that scanned document into DMS. Like any new program, there were quirks that needed to be worked out. I used it and liked it - but I haven't seen anything about it after that first year!
I have a suggestion for you though:
If you are using dual monitors, scan the documents into DMS and have that open on one screen and Pro Series on the other. In DMS you can use check marks to show what was entered.
Hope that helps!
