Can docs (e.g. W-2) collected outside of Intuit Link be imported into a client return?

Forum|Forum|5 years ago
October 26, 2020
1 reply
12 views

I collect bookkeeping docs via Dropbox and would like to use it for for tax prep too.

ProConnect Tax Online

This topic has been closed for replies.

Best answer by itonewbie

Not for W-2 but you can import data for Sch D and depreciation from Excel or CSV files from within PTO. Integration with PTO is limited to Intuit Link.

itonewbieAnswer

Level 15

Not for W-2 but you can import data for Sch D and depreciation from Excel or CSV files from within PTO. Integration with PTO is limited to Intuit Link.

---------------------------------------------------------------------------------Still an AllStar

T

taxprepperAuthor

Level 3

Ok, thought so. Thank you.

If I upload a W-2 into the client's files in Firm Documents, and mark the file as a W-2, I'm guessing this still won't import into the client's return?

itonewbie

Level 15

No problem, @taxprepper.

One workaround is to upload the doc to Intuit Link using the Act as taxpayer function but it may not be worth the time and effort.

---------------------------------------------------------------------------------Still an AllStar

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