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D
DRV21
Level 2
April 26, 2025
Question

Importing PDFs

  • April 26, 2025
  • 1 reply
  • 11 views

How do I import PDFs from my computer. My import data tab in the tax return only has 3 drop downs: Sch D, Depreciation, & Shareholders.

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    1 reply

    George4Tacks
    George4Tacks
    Level 15
    April 28, 2025

    I believe ProConnect will only directly accept a 1040 to set up a first year for the client. The import you see if for import of data from a few spreadsheets or tax data from program, e.g. move depreciation from a 1040 to a 1065 when business entity change.

    There is more import using Intuit Link. 

    Answers are easy. Questions are hard!
      IRonMaN
      IRonMaN
      Level 15
      April 28, 2025

      @George4Tacks - how many times did you import pdfs to save you work on returns when you first started doing tax returns?  I'm guessing it's pretty close to the same number as me 😁

      Slava Ukraini!
        George4Tacks
        George4Tacks
        Level 15
        April 28, 2025

        @IRonMaN I may have used it a bazillion times more than you did.

        Honestly, like many things in my life I tried it once and I didn't like it. I found direct input was quicker and the review went much quicker because I never found the keys to input some of those weird ASCII characters importing found. 

        Answers are easy. Questions are hard!
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