Smart Tax Delivery: Printing Returns

Smart Tax Delivery: Printing Returns

Liscio's Smart Tax Delivery automates breaking down tax return PDFs into actionable parts, guiding clients through reviewing, signing, and paying each part, saving time for tax professionals.

Tax Software We Work With
  1. UltraTax CS | Thomson Reuters
  2. CCH ProSystem fx Tax | Wolters Kluwer
  3. CCH Axcess Tax | Wolters Kluwer
  4. Lacerte | Intuit
  5. ProConnect Tax Online | Intuit
  6. ProSeries | Intuit
  7. Drake Tax | Drake Software

Important Notes

  1. Supported Tax Returns

    • Supported: Federal and all State 1040 tax returns.
    • Not supported: Locality, state-only filings, and US-1040-NR.
    • Only long-form 1040 returns are supported (1040EZ and 1040A are not). Learn more here.

    Required Forms in Tax Return PDF

    • Federal & State 1040 forms.
    • Federal Form 8879.
    • Estimated payment vouchers/payment vouchers (if applicable).
    • State 8879 form is required for these states:
      • Alabama, Arizona, Arkansas, California, Colorado, Georgia, Indiana, Louisiana, Massachusetts, New York.

    PDF Preparation Requirements

    • Use the native print function
      of your tax software (do not use a PDF print driver).
    • Ensure the PDF:
      • Has preprinted dates on the signature fields for the 8879s.
      • Is not password protected
      • Has watermarks disabled
      • Includes the taxpayer’s email address on page 2 of the Federal 1040
      • Combines Federal and State returns into a single PDF (do not upload multiple PDFs).

Printing Returns

As you import tax returns into Liscio, be sure to carefully read the printing instructions for the support tax software below to ensure successful processing:
  2. Printing Returns from CCH
  3. Printing Returns from Lacerte
  4. Printing Returns from Drake
  5. ProSeries Help
Once you are ready to import the tax return into Liscio, please follow the instructions found in this article.

    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 5 PM EST
        Subscribe to our YouTube channel Liscio CX



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