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Home   Help for Accountants   Productivity Tools   Tax Import for Lacerte and ProSeries  
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05/24/2012 at 04:51PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.
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michelem1983
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michelem1983
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02/09/12 5:33pm PST
Viewed by asker 02/14/12 4:27pm PST

Are you using tax import? Help

Lacerte : 2011

We have not used tax import before wondered about those of you using it. I have 40 pages for 1 client and the clients who have a lot of investments has not even started coming in.. Tried calling Lacerte and kept being put on hold. Spoke to someone, I just could not understand. His dialect was very thick and couldn't make out two words. So I told him I would just call in the morning. Do you have to buy the whole package? Or can you pay per time you use it? We have the DMS system already and everything has been scanned. I thought he might have said $1400. Not quite sure. I really don't want to pay that on top of everything else we have paid for.

thanks. Lacerte ( if you are listening someone might call my office. Wish I had the same sales rep every year. Hint Hint)

This post was last audited: 02/10/12 1:11pm PST
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02/09/12 5:48pm PST

There is a Tax Import Community http://community.intuit.com/category/tax-import-for-lacerte-and-proseries  I think its $1499 for unlimited use and  $999 gets you a fixed number of uses (150?)  Their web info is down now. Your Lacerte Rep should be able to help with questions..

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02/10/12 1:11pm PST

I'll move the post to Tax Import.

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02/14/12 11:22am PST
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The solution

Tax Import can be purchased in three ways.

 

  1. You can pay per import. 
  2. You can purchase a bundle of 50 or a bundle of 150.
  3. You can purchase unlimited usage. 

Here is a link to the product web page. http://lacerte.intuit.com/products/tax-import/ti/  if you scroll about half way down you will see the list pricing for each the pay per use, the bundle options, or the unlimited. 

If this helps or solves your question please mark the question as solved.  If  you have additional questions please respond...

 

Michael Maahs
Product Specialist
Accounting Professionals Divison
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