Send Lacerte returns straight to Liscio
When you print a client copy of a return from Lacerte to your _Upload_To_Liscio_ folder, FileConnect brings it into Liscio for you. You don’t need to download it and upload it again.
Note: You need to set up FileConnect first. It takes under 2 minutes. See how to set up Liscio FileConnect.
Print a return from Lacerte to Liscio
In Lacerte, open the client’s Detail page.
Select the Print button (the printer icon) in the toolbar.
In the Print Tax Return window, under Return, select Client copy.
Under Client Copy, select File (PDF). Make sure Password Protect PDF is unchecked.
Select OK.
In the Print To PDF File As window, open the Save in list and select your OneDrive, shown as OneDrive - [your firm’s name].
Tip: If you don’t see it, scroll down the list, or type_Upload_To_Liscio_in the search box.Select the
_Upload_To_Liscio_folder.Select Save.
Find your return in Liscio
Your return appears on the Files page, under the FileConnect tab. It’s tagged FileConnect and filed under your Firm account until you route it.
Note: Once a return reaches Liscio, it’s removed from the _Upload_To_Liscio_ folder. This is expected, so don’t worry if the folder looks empty.
What’s next
Send the return to your client with Smart Tax Delivery, or turn it into a Smart Tax Organizer. You can route one return at a time, or select several and route them all at once. See how to send tax returns from your tax software to Smart Tax.
After you route a return to Smart Tax Delivery, Liscio processes it, and it then appears as a draft on the Smart Tax page under Delivery Requests.