Liscio Inc

If a client submits an incomplete Organizer, you can reopen it and allow them to continue filling it out. ​

Navigate to the Smart Tax Page &gt; Organizer Requests tab.

Find the Organizer that you wish to re-open. ​Note: Only organizers in the Submitted stage can be re-opened.

Select the ellipses on the right to open the menu.

Provide a custom message to the assignee explaining why the organizer is being re-opened.

Once finished, select Re-open to send back to the client.

1. Navigate to the Smart Tax Page &gt; Organizer Requests tab.
2. Find the Organizer that you wish to re-open. ​Note: Only organizers in the Submitted stage can be re-opened.
3. Select the ellipses on the right to open the menu.
4. Select Re-Open.
5. Provide a custom message to the assignee explaining why the organizer is being re-opened.
6. Once finished, select Re-open to send back to the client.

Smart Tax Organizers: Re-Opening Submitted Organizers

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Smart Tax Organizers: Re-Opening Submitted Organizers

Re-Opening an Organizer