Changing the Due Date of a Request
As a firm user, you may have situations where you need to change the due date on a Request that's been sent to a Client, or even another firm user in Liscio. Here's how to do that.
- From the Dashboard, navigate to the Requests Page.
Any Open or Pending Review Request can have its due date adjusted. - Click the Vertical Ellipses to the right of the Request you wish to adjust.
- Click Change Due Date.
- Click inside the box with the icon to load the Calendar.
- Using the Calendar, find and select the new Due Date for the Request.
- Once the new, desired Due Date is showing in the New Due Date field, click Change Date.
- The Due Date for the Task will be adjusted.
Contact Us
Related Articles
Organizers: Importing
With Requests, firms are able to send Organizers from the most popular tax programs through Liscio to their clients. Rather than send your clients to another site or program to complete the organizer, they'll be able to answer those important ...
Editing Requests & Request Templates
Your firm may want to make edits to a Request or a Request template, and you have a number of different ways. Let's take a look at all the ways you can edit a Request to accomplish different end-goals. Editing a Request that was created from a ...
How to Send an Organizer to a Client
With Requests, firms are able to send Tax Organizers from the most popular tax programs through Liscio to their clients. Rather than send your clients paper or to another site or program to complete the organizer, they can answer those important ...
How to Test the Organizer Feature
Interested to see how the organizer feature works, but not ready to send an organizer to a client? You're in the right place! Before you import anything, create a test Contact and Account with a spare email address that you can login with. While ...
Completing a Tax Organizer (Mobile)
In Liscio, your tax organizers questions are tailored based on your prior year's tax organizer, making it easier and faster to complete. When you are sent an organizer via Liscio, you will receive an email notification similar to the one below. ...