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Keeping pace with the recordkeeping demands of the Internal Revenue Service, while staying current with ever-changing tax regulations has never been more challenging for investors. Utilizing Scivantage’s Data Exchange (SDX) for TurboTax®, financial institutions can now enable their customers to seamlessly download all of their critical financial information into TurboTax®; helping to reduce their overall tax preparation burden.

Leverage Scivantage’s Data eXchange and Make Tax Preparation Quick and Easy For Your Customers

With direct electronic download support for TurboTax® Instant Data Entry (IDE), firms can provide their customers with download access to investment data needed to complete official tax forms such as the IRS 1099 and Schedule D. Through this automated service, data is distributed and automatically entered on the correct tax forms with just a few, simple clicks—saving time and virtually eliminating data entry errors.

Through our relationship with Intuit, SDX for TurboTax® enables financial institutions to actively participate in the TurboTax® 1099 download program. This unique service delivers a customized presence in both the TurboTax® desktop and TurboTax® Online^SM programs, providing a one-stop location for customers to download account and transaction data directly to their income tax preparation software. A dedicated TurboTax® processing environment is deployed to enable 24 hour-per-day, 7 day-per-week download and importing capabilities through a secured environment.

What is Scivantage Data eXchange (SDX)

Scivantage’s Data eXchange provides financial institutions with direct access to timely, accurate and complete client, account and transaction data via proprietary data services and adaptors. Unique middleware technology allows for the real-time processing and routing of critical financial information, including:

• Real-time or batched processing and storage of client, account and transaction information
• Direct integration adaptors to all major back office providers, content and market data vendors, account aggregation services and statement providers
• Support for various personal money management and tax preparation download services, including TurboTax®, TaxCut®, Quicken® and Microsoft® Money®

TurboTax® and TurboTax® Online^SM, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries and are used with permission.