Send CCH returns straight to Liscio
When you print a client copy of a return from CCH 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 CCH to Liscio
Open the client’s return in CCH.
On the Home tab, select Print > Print Entire Return.
In the Print Entire Return window, select Client, and uncheck Accountant and Government.
In the Client row, set Print to to PDF.
Make sure Password protect PDF(s) is unchecked.
In the Client row, select Browse next to Path and filename.
In the Save As 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.Select the
__Upload_To_Liscio__folder.Select Save.
Select Print.
Tip: If the Client row’s Path and filename already shows your __Upload_To_Liscio__ folder, you can skip steps 6–9.
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.