Liscio's Smart Tax Delivery provides your tax clients an online, mobile, and guided option for reviewing and signing their tax return that’s as simple as it is effective, keeping you IRS-compliant while eliminating all non-billable time otherwise spent coaching them through signing, paying balances due, and reminding them of estimates to pay.
For instructions on Importing your Tax Return, please see Smart Tax Delivery: Sending Tax Return to Clients.
Signing on Same Device
We are happy to introduce an option for Married Filing Jointly clients where only one spouse is a Liscio Contact: Signing on Same Device!
With this feature, firms can assign the Liscio Contact as the Taxpayer, and choose "Sign on Same Device" for the second signer.
After you import a tax return and select your recipient(s), you can choose the signing order, whether you'd like to leave KBA on or off, and if you'd like the users to sign on the same device. Once you send the Request, you won't be able to change the signers, so you are unable to reassign a separate spouse to sign on a different device or log in once you send it.