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Print tax returns from UltraTax to Liscio

Print a client copy of a return from UltraTax straight into Liscio with FileConnect, with no downloading or uploading.

Written by Ryan Nicholson

Send UltraTax returns straight to Liscio

When you print a client copy of a return from UltraTax to your _Upload_To_Liscio_ folder, FileConnect brings it into Liscio for you. You don’t need to download it and upload it again. You set the folder once, and UltraTax remembers it for every return after that.

Note: You need to set up FileConnect first. It takes under 2 minutes. See how to set up Liscio FileConnect.

Important: To make sure your returns process successfully in Liscio, set up UltraTax’s print options first. See the UltraTax print setup guide.

Point UltraTax to Liscio (one time)

  1. Open any client’s return in UltraTax.

  2. Select the print icon in the toolbar to open the Print Returns window.

  3. Next to PDF to File, select the ellipsis (…).

  4. In the Select PDF File Location window, select OneDrive - [your firm’s name] from the list on the left. Don’t choose the plain OneDrive entry, which is usually a personal account.
    ​Tip: If you don’t see it, scroll down the list, or type _Upload_To_Liscio_ in the search box.

  5. Select the _Upload_To_Liscio_ folder.

  6. Select Select Folder.

The PDF to File field now shows a path ending in OneDrive - [your firm's name]\_Upload_To_Liscio_\. UltraTax uses this as the default location from now on.

Print a return to Liscio

  1. In the Open Client window, select the client and select Open.

  2. Select the print icon in the toolbar.

  3. In the Print Returns window, make sure Client copy is checked, with Electronic delivery and PDF to file selected.

  4. Make sure Password protect PDFs is unchecked.

  5. Check that PDF to File shows your _Upload_To_Liscio_ folder. If it doesn’t, follow the one-time steps above.

  6. Select Assemble.

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.

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