In Liscio, your tax organizer questions are tailored based on your prior year's tax organizer, making the process easier and faster to complete.
When an organizer is sent to you via Liscio, you will receive an email notification. Additional reminders will be sent as follows:
One week before the due date
The day before the due date
On the day it becomes overdue
Weekly thereafter until the completed organizer is submitted.
How to Complete Your Tax Organizer
On your dashboard, locate the organizer under My To-Do List.
Review your pre-filled information. If nothing has changed, select Next at the bottom-right of your screen.
For any file upload questions where you have nothing to add, select N/A.
If you have paper documents, use the Liscio mobile scanner to upload them easily.
When finished, select Mark Complete in the bottom-right corner. Your firm will then be notified of completion.
Noteworthy items:
Your progress is automatically saved as you work, and your firm can view your updates immediately. To exit and resume later, select Save and Exit at the bottom of the screen.
You can switch between devices (computer, tablet, and phone), and your progress will remain synchronized.
Feel free to skip sections and return later, especially if you're waiting for documents such as a W-2.