Tax Return 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 coaching them through signing, paying balances due, and reminding them of estimates to pay.
As you import returns into Liscio, be sure to carefully read the printing instructions to ensure successful processing. If a return doesn't process after following the instructions, here are possible reasons:
Troubleshooting: Why did the return not process and land in the "Drafts - Ready to Send" tab?
1. Check the Tax Return for missing items:
- Missing the Federal 1040 form?
- Missing an EAF 8879?
- Missing the Taxpayers First or Last Name on page 2 of the US-1040?
2. Business Returns
- Coming Soon!
- Not supported at this time. Please ensure they are not included in the tax return.
3. Ensure you upload in the correct window.
- There are specific import windows for tax organizers and tax returns.
- Drop tax returns in the pink box on the right of the import screen that says "Tax Returns."
4. Zip File - Was the file originally in a zip file?
- Ensure you unzip/extract the file before importing into Liscio.
5. Ensure no additional annotations were added in the area around the form titles.
- Some software will allow you to add notes on the tax return. Please avoid adding these notes to form titles as it will prevent our program from correctly identifying the form.
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