Smart Tax Organizers: Troubleshooting Organizers That Didn't Process
As you import organizers into Liscio, be sure to carefully follow the printing instructions below to ensure successful processing:
- Bulk Printing Organizers from UltraTax
- Bulk Printing Organizers from Drake
- Bulk Printing Organizers from CCH
- Bulk Printing Organizers from Lacerte
- Bulk Printing Organizers from Intuit Proseries
Troubleshooting: Why did the Organizer not process?
- Organizer Print Settings Need Adjustment: Follow the required settings and steps provided above to print organizers for seamless import into Liscio.
- Printed with PDF Print Driver: Organizers printed through a PDF print driver removes the ability to extract text from the document.
- Organizer may be Password Protected: Please export organizers without any password protection.
- Page Limit for Pre-Organizer Content: The pages preceding the first page of the organizer (e.g., client demographic/personal information page) should not exceed 25 pages. This includes the cover letter, inserts (such as questionnaires), and engagement letters.
- PDF is a compressed/zipped: Check the file details in your File Explorer/Finder. If compressed, decompress and attempt again with the new PDF.
- Organizer was imported in the wrong window: Ensure you upload in the correct window. There are specific import windows for tax organizers and tax returns.
Import tax organizers in the blue box on the left of the import screen that says "Smart Tax Organizers".
Contact Us
Related Articles
Smart Tax Delivery: Troubleshooting Returns That Didn't Process
Tax Return Delivery provides your tax clients an online, mobile, and guided option for reviewing and signing their tax return that’s as simple as it is effective, keeping you IRS-compliant while eliminating all non-billable time otherwise spent ...Smart Tax Delivery: FAQs
Liscio's Smart Tax Delivery provides your tax clients an online, mobile, and guided option for reviewing and signing their tax return that’s as simple as it is effective, keeping you IRS-compliant while eliminating all non-billable time otherwise ...Smart Tax Delivery: Sign on Same Device
Liscio's Smart Tax Delivery provides your tax clients an online, mobile, and guided option for reviewing and signing their tax return that’s as simple as it is effective, keeping you IRS-compliant while eliminating all non-billable time otherwise ...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 UltraTax CS | Thomson Reuters ...Smart Tax Delivery: Sending Tax Returns to Clients
Smart Tax Delivery offers your tax clients a simple, effective, and guided way to review and sign their tax returns online or via mobile. It ensures IRS compliance while eliminating non-billable time spent coaching clients through signing, paying ...