Smart Tax Return Delivery
Printing Tax Returns from Lacerte
Important Notes Supported Tax Returns Support: Federal and all State 1040 tax returns. Not supported: Locality, state-only filings, and US-1040-NR. Only long-form 1040 returns are supported (1040SR, 1040EZ, and 1040A are not). Learn more here. ...
Printing Tax Returns from CCH
Important Notes Supported Tax Returns Support: Federal and all State 1040 tax returns. Not supported: Locality, state-only filings, and US-1040-NR. Only long-form 1040 returns are supported (1040SR, 1040EZ, and 1040A are not). Learn more here. ...
Printing Tax Returns from Drake
Important Notes Supported Tax Returns Support: Federal and all State 1040 tax returns. Not supported: Locality, state-only filings, and US-1040-NR. Only long-form 1040 returns are supported (1040SR, 1040EZ, and 1040A are not). Learn more here. ...
Printing Tax Returns from UltraTax
Important Notes Supported Tax Returns Support: Federal and all State 1040 tax returns. Not supported: Locality, state-only filings, and US-1040-NR. Only long-form 1040 returns are supported (1040SR, 1040EZ, and 1040A are not). Learn more here. ...
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 ...
Short Form vs Long Form Returns
Overview Our system supports only long-form tax returns to ensure compatibility across all jurisdictions. Short-form returns (e.g., IRS 1040EZ and 1040A) are not supported due to their limited use and equivalent tax outcomes. Why Short Forms Are ...
Liscio's Smart Tax Delivery Client Announcement Template
With the release of Liscio's Tax Delivery feature, your may wish to communicate changes to how your firm will be delivering tax returns this coming tax season. Attached are a template and image options. By communicating the changes in how your firm ...
Smart Tax Delivery: Troubleshooting Returns That Didn't Process
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: Check that we work with your tax ...
Estimated Tax Payment Reminders
Smart Tax Delivery offers your tax clients an easy-to-use, mobile, and guided option for reviewing and signing their tax return. It's simple yet effective, ensuring IRS compliance while eliminating the non-billable time typically spent coaching ...
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: 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 ...
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 ...