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Importing Statements in PDF Format

This article explains how to import informatives in PDF format into Expert Tax to use them in tax return preparation.

  1. Select the Statement you wish to import.
  2. Select the Import PDF option.

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3. Press Choose File.

  • Search within the computer files the statement you wish to import and press Open.

4. Press Continue.

5. After importing, the program will display a list of successfully imported statements and provide the option to import once again.

 

If you would like assistance or need more information, please feel free to write to us at support@experttax.com or open a ticket at support.experttax.com and we will assign a technical support staff to contact you as soon as possible.

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