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
CCH ProSystem fx Tax | Wolters Kluwer
CCH Axcess Tax | Wolters Kluwer
Lacerte | Intuit
ProSeries | Intuit
Drake Tax | Drake Software
Important Notes
Supported Tax Returns
Supported: 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, Indiana, Louisiana, Massachusetts, New York.
PDF Preparation Requirements
Use the native print function
of your tax software (do not use a PDF print driver).Ensure the PDF:
Has preprinted dates on the signature fields for the 8879s.
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).
Printing Returns
As you import tax returns into Liscio, be sure to carefully read the printing instructions for the support tax software below to ensure successful processing:
Once you are ready to import the tax return into Liscio, please follow the instructions found in Smart Tax Delivery: Sending Tax Returns.