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Print tax returns from ProSeries to Liscio

Print client copies of returns from ProSeries straight into Liscio with FileConnect, one at a time or in bulk.

Written by Ryan Nicholson

Send ProSeries returns straight to Liscio

When you print a return from ProSeries 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 ProSeries 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 ProSeries’ print options first. See the ProSeries print setup guide.

Point ProSeries to Liscio (one time)

  1. In ProSeries, select File > Print Options.

  2. In the Print Center window, under Global Print Options, select Printer, PDF, and DMS Setup.

  3. Under PDF Files, check that Password protect PDF files for returns is unchecked, and that Tax Forms Printer is set to Adobe PDF.

  4. Next to PDF files will be created in the following location, select Browse.

  5. In the Browse for Folder window, find OneDrive - [your firm’s name] in the list. Don’t choose the plain OneDrive entry, which is usually a personal account.
    ​Tip: If you don’t see it, scroll down the list.

  6. Expand it, and select the _Upload_To_Liscio_ folder. It’s usually near the bottom of the list, below your other OneDrive folders.

  7. Select OK to close the Browse for Folder window.

  8. Select OK to save your settings.

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

Print a return to Liscio

  1. In HomeBase, select the return you want to print.
    ​Tip: To print several returns at once, hold Shift while you select them.

  2. Select the print button. ProSeries opens Print Selected Returns, or Print This Client if you’re in an open return.

  3. Make sure Adobe PDF is selected as the printer, and Password protect PDF files is unchecked.

  4. Select Print.

  5. If ProSeries asks where to save, choose the _Upload_To_Liscio_ folder.

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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