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Print tax returns from Drake to Liscio

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

Written by Ryan Nicholson

Send Drake returns straight to Liscio

When you print a client copy of a return from Drake 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.

Important: To make sure your returns process successfully in Liscio, set up Drake’s print sets first. See the Drake print setup guide. Before you print each return, also make sure the PIN signature date is filled in on the client’s PIN screen, so it prints on Form 8879.

Print a return from Drake to Liscio

  1. In the Personal Client Manager, open the return you’re ready to send.

  2. In the Data Entry window, select View/Print.

  3. In the forms panel on the left, select the Sets tab.

  4. Check the Client box to select every form in the Client set.

  5. Select Print in the toolbar.

  6. In the Print Sets window, check that the Client printer is Drake PDF Printer, and that Password Protect PDF Document and Select/Unselect All password checkboxes are both unchecked.

  7. Select Print.

  8. 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.

  9. Select the _Upload_To_Liscio_ folder.

  10. 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.

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