Liscio’s Smart Tax Delivery automatically breaks down a tax return PDF into actionable steps for clients. Clients are guided to review, sign, and pay the required items in the correct order. This saves time for tax professionals and simplifies the client experience.
Before You Upload a Tax Return
Before importing a tax return into Liscio, you must print the return correctly from your tax software and prepare the PDF according to Liscio requirements.
Printing Instructions by Tax Software
Follow the printing instructions for your specific tax software:
Once you are ready to import the tax return into Liscio, please follow the instructions found in Smart Tax Delivery: Sending Tax Returns.
Tax Software We Work With
Smart Tax Delivery supports tax returns printed from:
UltraTax CS | Thomson Reuters
CCH ProSystem fx Tax | Wolters Kluwer
CCH Axcess Tax | Wolters Kluwer
Lacerte | Intuit
ProSeries | Intuit
Drake Tax | Drake Software
Supported Tax Returns
Supported
Federal 1040
All State 1040 returns
Not Supported
Local filings
State-only filings
1040SR
1040-NR
1040EZ or 1040A
Only long-form 1040 returns are supported.
Your uploaded PDF must include:
Federal 1040
State 1040
Federal Form 8879
Estimated payment vouchers (if applicable)
States That Require a State 8879
If applicable, the state 8879 form must be included for:
Alabama
Arizona
Arkansas
California
Colorado
Georgia
Illinois
Indiana
Iowa
Louisiana
Maryland
Massachusetts
Mississippi
Missouri
New Mexico
New York
Oklahoma
Oregon
Pennsylvania
South Carolina
Vermont
Virginia
Washington DC
West Virginia
PDF Preparation Requirements
The tax return PDF must meet these requirements:
Print Settings
Use the native print function from your tax software
Do not use a PDF print driver
PDF Requirements
The PDF must:
Not be password protected
Not contain watermarks
Include the taxpayer email address on page 2 of the Federal 1040
Contain both Federal and State returns in one single PDF
Do not upload multiple PDFs.