Printing tax returns directly to SmartVault ensures documents are filed in the correct client folder and available for workflows such as SmartRequestAI, SmartRouting, and standard document organization.
This guide explains the recommended methods for printing client copies of tax returns into SmartVault from supported tax software.
The following video shows the fastest way to get tax returns into SmartVault and tagged correctly for efficient organization.
Why Printing Tax Returns Correctly Matters
When tax returns are printed or routed into SmartVault correctly:
- Documents are automatically filed to the correct client and engagement.
- The Client copy of tax return tag is applied consistently.
- Prior-year returns can be used in workflows such as SmartRequestAI.
- Teams avoid rework caused by misfiled or incorrectly tagged documents.
For best results, always confirm:
- The correct copy is selected when printing.
- The document is routed to the correct tax year.
- The correct SmartVault tag is applied.
Choose Your Tax Software
Expand the option below that matches your tax software to view the recommended printing or routing method.
Use the built-in SmartVault printing options to send client copies directly into SmartVault.
Route client returns from ProConnect into SmartVault using the supported PDF workflow.
Use SmartRouting to route and tag tax returns based on predefined rules automatically.
UltraTax requires SmartRouting configuration to ensure the correct document type is tagged and routed correctly.
- Printing with SmartRouting in Your Tax Software
- Configuring UltraTax to Use SmartRequestAI (recommended if using SmartRequestAI)
If your tax software does not integrate directly, use the SmartVault PDF Printer with the Auto-Filer tool to route and tag returns manually but efficiently.
If a Tax Return Needs to be Tagged
In some cases, a document may be uploaded or printed without the required SmartVault tag.
When this happens, you can manually apply the appropriate tag so workflows such as SmartRequestAI can recognize the document.
See Manually Tagging Documents in SmartVault for step-by-step instructions.