Intuit Lacerte Tax Scan & Import Versus 1040SCAN Comparison

How does Intuit Lacerte Tax Scan & Import stack up to 1040SCAN?

A comprehensive document coverage list increases automation by minimizing human error, increasing standardization, and reducing data entry. SurePrep’s scan and populate solution, 1040SCAN, automates more than three times the documents of Intuit Lacerte Tax Scan & Import.

Moreover, 1040SCAN is the only scan and populate solution on the market that offers an optional OCR data verification service to check your source document data for accuracy before it gets exported to tax software.

1040SCAN includes our award-winning workpaper system, SPbinder, designed to optimize reviewer’s time, and together with TaxCaddy, they deliver the SurePrep Tax Process, allowing you to get more work done in less time while improving client service.

View 1040SCAN’s Document Coverage list

1040SCAN is the only system that reads and extracts data from Federal Organizer Pages, Grantor Letters and State K-1s.


1040SCAN automates more than 4x the documents of Lacerte TSI

*Based on current Lacerte documentation

Optical Character Recognition 1040SCAN Lacerte TSI
Organizer Pages
Source Document Types 39 11
Brokerage Statements 582 136
Grantor Letters 42 0
State K-1s 22 0
Functionality 1040SCAN Lacerte TSI
Integrates with TaxCaddy
RESTful API available
Eliminates human verification for native PDFs 1
Includes SPbinder 2
Free Pre-Verification 3
Optional Verification Service4
Optional Full Preparation Service


  1. 1040SCAN PRO and 1040SCANverify only.
  2. SPbinder is SurePrep's award winning workpaper system that integrates with PDF, Excel, Word, and Outlook emails. Lacerte TSI offers PDF workpapers only.
  3. In order to discover new 1099-B formats as early in the tax season as possible, SurePrep offers a Pre-Verification program at no cost.
  4. With any scan-and-populate software, it's a best practice to verify OCR'd source document data for accuracy before it gets exported to tax software (Lacerte). Optionally, SurePrep can perform this verification for you.