Download ProSystem fx® Scan User Guide - Support

Chapter 5
INTEGRATING WITH OTHER PROSYSTEM
FX PRODUCTS
C hapter 5 - Integrating with Other ProSystem fx Products
Integrating with Tax
You can use ProSystem fx AutoFlow Wizard to validate and import extracted data from the
following forms into Tax:
Forms for a 1040
Return
1098
1099-Q
K-1 (1041)
1098-E
1099-R
K-1 (1065)
1098-T
1099-SA
K-1 (1120S)
1099-DIV
2439
Combined Tax
Statement
1099-G
SSA-1099
Gain and Loss
Statement
1099-INT
W-2
1099-MISC
W-2G
Forms for a 1041
Return
Combined Tax
Statement
K-1 (1041)
Gain and Loss
Statement
K-1 (1065)
K-1 (1120S)
You can also use ProSystem fx AutoFlow Wizard to generate a PDF file from an AutoFlow file.
See the following topics for information about importing extracted data into a tax return.
Chapter 5 - Integrating with Other ProSystem fx Products • 45