Smart Tax Delivery allows firms to send tax returns for client review, signature, and estimated tax payments in one streamlined workflow. However, support varies depending on the tax software used and the state forms included.

All Resident, Non-resident, and Partial-Year returns.

All Resident, Non-resident, and Partial-Year returns.

All Resident, Non-resident, and Partial-Year returns. Exceptions below.

Verify Page Order: Certain state forms (e.g., CO, LA, MO) may print out of sequence. Ensure all federal and state pages are in the correct numerical order before uploading.

Colorado, Louisiana, and Missouri: Drake is currently printing state pages out of order (Page 2 appearing on Page 5). Please change the print order of these pages before creating the PDF copy of the client return. If left uncorrected, our system will not accurately "rip" the data. Drake is working on a fix, and we will automate this as soon as their output is corrected.

Support Coming Soon for: Virginia Non-Resident.

All Resident, Non-resident, and Partial-Year returns.

Returns are in final test and will be released State-by-State starting the week of February 17. Supported states listed below.

Supported Resident Returns: Alabama, California, Colorado, Connecticut, Georgia, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, New Jersey, New York, North Dakota, Oklahoma, Oregon, Pennsylvania, Rhode Island, Utah, and Virginia

Supported Non-Resident and Part-Year Returns: Alabama, Kentucky, Massachusetts, Mississippi, Oregon, Rhode Island, and Virginia

State Forms missing 8879 in Step 2 for signature:

Smart Tax Delivery cannot process: