Notifications:
Clients receive an initial email notification once you've sent them the delivery request.
Automatic reminders are scheduled:
One week before the due date
The day before the due date
The day it becomes overdue
Weekly reminders thereafter until submission
Guided Walkthrough:
We recommend sharing this internally and with clients.
Client Steps for Completing their Tax Return:
Access the Return:
From the email notification or reminders.
From the Liscio Mobile App.
Under "My To Do List" on the Liscio Home Dashboard.
From the Requests Page.
Review and Approval:
Filing Information.
Balances Due and Refunds
Federal & State Returns.
Estimated Payments.
Sign E-File Pages:
Signers will be guided through signing.
Joint filers:
Separate logins: Each taxpayer signs in separately. The first signer completes their part; the second signer logs in afterward and selects the eSign option in Step 2.
If there is no Pay step, the signer is done.
If there is a Pay step. each signer can move on to review the payment vouchers, print them, or pay online.
Single login/shared email address: The first signer signs first, then passes the device over to the second signer to complete their portion.
Once the client clicks "Submit" or the firm clicks "Mark Complete", the Federal and State returns, Estimated Payment Vouchers, Return Payment Vouchers, and signed E-File pages are automatically added to the client's Files.
Payment Vouchers
If clients have balances due for Federal or State taxes, they are guided to an option to review, print, or pay online.
Their Taxes page is available for quick access to tax information anytime.
