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 (1040EZ and 1040A are not).
Required Forms in Tax Return PDF
Federal & State 1040 forms.
Federal Form 8879.
Estimated payment vouchers/payment vouchers (if applicable).
State 8879 form is required for these states:
Alabama, Arizona, Arkansas, California, Colorado, Georgia, Illinois, Indiana, Iowa, Louisiana, Maryland, Massachusetts, Mississippi, Missouri, New Mexico, New York, Oklahoma, Oregon, Pennsylvania, South Carolina, Vermont, Virginia, Washington DC, and West Virginia.
PDF Preparation Requirements
Use the native print function of your tax software (do not use a PDF print driver).
Ensure the PDF:
Is not password protected.
Has watermarks disabled.
Includes the taxpayer’s email address on page 2 of the Federal 1040.
Combines Federal and State returns into a single PDF
(do not upload multiple PDFs).
Auto-Matching Tax Returns to Clients
Taxpayer Email Address: The email address on Page 2 of the 1040 must match the Primary Email Address associated with the client in Liscio.
Client ID: Using the format 'Smith, John and Jill_SMITH001.pdf' where 'SMITH001' represents the client ID, the account will be automatically assigned if the client ID matches the External ID in the Liscio account.
Note: If you have existing integrations, like GoFileRoom, that rely have the file name in a different order, do not change the settings globally. You can change a specific users settings so they can print organizers, then change it back to your regular print settings.
To make sure that your External ID is after the underscore:
Select Setup.
Select Office Configuration.
Select Print Options.
Select PDF File Options...
Make sure Client ID is in Position 4. Example:
Position 1: Client Name
Position 2: Tax Year
Position 3: Document Name
Position 4: Client ID
UltraTax Setup & Printing
Select Setup > Office Configurations > Print Options.
Select PDF File Options.
For auto-matching with Liscio external IDs, make sure your naming structure and ordering matches these settings.
Note: If you have existing integrations, like GoFileRoom, that rely have the file name in a different order, do not change the settings globally. You can change a specific users settings so they can print organizers, then change it back to your regular print settings.
Uncheck "Print separate PDF files for each federal and state return."
Select OK.
Back on the Print Options page, select "use current date" to print the signature dates on the 8879.
Select Done.
Select Setup > 1040 Individual.
Select Combine Transmittal Letter and Filing Instructions in letter format
To prevent the printing of the unnecessary Action Items PDF, we recommend disabling the printing of all forms in the government copies of electronically filed returns being printed to PDF
Select Tax Return > Make sure you are in the Government tab.
Each government return item must be disabled when filing electronically by deselecting Print on paper/PDF.
Select the first item in the list, and then scroll to the end of the list.
Select the Print on paper/PDF checkbox until it is de-selected.
Select OK > OK.
After modifying print settings, navigate to a client.
Select the Printer icon.
Select Government Copy > Create electronic file, making sure the ERO and signature date have values.
Select Client Copy > Electronic Delivery > PDF to File.
Make sure Password protect PDFs is not
selected.Use the ellipses to select where to save the printed return.
Select Print.