Smart Tax Delivery allows firms to send tax returns for client review, signature, and estimated tax payments in one streamlined workflow. However, support varies depending on the tax software used and the state forms included.
Supported Software:
Lacerte, CCH, UltraTax, Drake: Full support with correct print settings.
ProSeries – Fully Supported States:
CO, CT, DC, ID, IL, IN, KY, MA, MD, ME, MN, MS, NC, ND, NM, OR, PA, UT, VT, WVProSeries – Partially Supported States (Refund-only):
KS, MI, NY, RI, VA, IA, MO, SC
Supported Return Types:
Federal and all state 1040 returns
US 1040-SR
Most state 1040-NR and 1040-PY returns
Only long-form 1040 returns
Special Return Forms – Supported:
Non-Resident State Forms:
All vendors: Supported for 21 states
ProSeries:
Full Support: ID, IN, MA, MD, OR
Partial Support: AZ, NY, RI
No Support: AL, AR, CA, CT, KY, LA, NJ, OK, VA, WI
Pending Support (awaiting test docs): DE, HI, MS
Part-Year State Forms:
All vendors: Supported
ProSeries:
Full Support: AZ, OR
No Support: VA
What's Not Supported for Tax Return Delivery
Smart Tax Delivery cannot process:
ProSeries Returns for These States:
AL, AR, AZ, CA, DE, GA, HI, LA, MT, NE, NJ, OH, OK, WI
Unsupported Return Types:
Locality or state-only filings
US-1040-NR
Short-form returns (1040EZ, 1040A)
Unsupported File Conditions:
Watermarks or password protection
Corrupt or scanned PDFs
Unsupported estimated payment formats
Combined short + long forms in one PDF
Failed processing