Lacerte Tax Return Setup and Printing Instructions
Select the client you wish to print.
You can select multiple clients by holding Shift as you select clients
Select Print > Tax Return...
Select Client Copy.
Make sure that only File (PDF) is selected.
Select OK.
If printing in bulk, do not change the filename. If the filename of the first printed return is changed, you will be required to change the name of each subsequent return individually.
Choose your Liscio folder as the save location.
No download/upload required. The return is pulled right into Liscio, where it's automatically assigned to the client.
Select Save.
See the Lacerte help center for additional instructions.