Printing Tax Returns from CCH | Liscio Help Center

Important Notes

Supported Tax Returns
1. Support: Federal and all State 1040 tax returns.
2. Not supported: Locality, state-only filings, US-1040-NR, and US-1040-SR.
3. Only long-form 1040 returns are supported (1040EZ and 1040A are not).
Required Forms in Tax Return PDF
1. Federal & State 1040 forms.
2. Federal Form 8879.
3. Estimated payment vouchers/payment vouchers (if applicable).
4. State 8879 form is required for these states:
  1. Alabama, Arizona, Arkansas, California, Colorado, Georgia, Indiana, Louisiana, Massachusetts, New York.
PDF Preparation Requirements
1. Use the native print function of your tax software (do not use a PDF print driver).
2. Ensure the PDF:
  1. Is not password protected
  2. Has watermarks disabled
  3. Includes the taxpayer’s email address on page 2 of the Federal 1040
  4. Combines Federal and State returns into a single PDF (do not upload multiple PDFs).

From the return screen, click the Print icon.
Uncheck Accountant and Government copies.
For the Client return, select the Print to: dropdown box and select PDF.
Make sure Password protect PDF(s)
is unchecked.
Click Print.

See CCH ProSystem fx Tax or CCH Axcess Tax help centers for additional instructions.