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, along with reminders until you've submitted it.
Guided Walkthrough:
Step-by-Step Instructions:
On your dashboard, locate the organizer under Action Required: Tax Prep
Review your pre-filled information, update any changes, and answer remaining questions.
For any file upload questions where you have nothing to add, Mark as 'Not Applicable.'
If you have paper documents to upload, use Liscio's mobile scanner feature.
When finished, select Submit in the upper-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 Progress at the top 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 Print PDF to view, print, or download it.