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.
Guided Walkthrough:
Step-by-Step Instructions:
On your dashboard, locate the organizer under My To-Do List.
Review your pre-filled information, update any changes, and answer remaining questions.
For any file upload questions where you have nothing to add, select N/A.
If you have paper documents to upload, use Liscio's mobile scanner feature.
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.
A PDF of your organizer is at the top. Select Source File to view, print, or download it.