Completing a Tax Organizer (Desktop)
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. Additional reminders will be sent as follows: one week before the due date, the day before the due date, on the day it becomes overdue, and weekly thereafter until the completed organizer is submitted.
Guided Walkthrough:
Video:
Step-by-Step:
- From the email notification, click Login
- Find “My To Do List” on your screen and click on your organizer from your firm
- Note that your full, PDF version is at the top. Click "Source File" to view, print, or download the PDF version!
- You'll see a lot of your basic information pre-populated. Make edits to anything that has changed and start answering empty questions.
- You have an option to select NA for any File Upload questions when you don't have something to add.
- Have a paper document you need in Liscio? Use our mobile scanner (learn how to scan here)!
- Once you're done with the organizer, hit Mark Complete in the bottom right corner. This will notify your firm that you're done!
Noteworthy items:
- Progress is automatically saved as you complete the organizer, and your firm can see it immediately. However, if you are leaving the Organizer to pick it up at a later time, please use the Save and Exit button at the bottom of the screen.
- You can work between different devices like your computer, tablet, and phone. It'll save your progress between the different devices!
- You can skip around and answer the questions you know, then come back to file uploads as you get documents in the mail such as your W-2.
Contact Us
Related Articles
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. ...Smart Tax Organizer FAQs
What are Smart Tax Organizers? Client-friendly organizers that include automated follow-ups, guided completion, and work from any device. Personalized organizers based on last year's tax return that includes prior year information. Reduces the time ...Exporting Smart Tax Organizers from Liscio
Using Liscio Requests, firms can send Smart Tax Organizers directly to their clients, customized from their tax vendor's organizer. Clients can complete these organizers directly within Liscio—the same platform they use to communicate with your ...Business Organizers
With Requests, firms are able to send out their client's Individual Tax Organizers directly through Liscio, but many firms have asked us for the ability to send out Business Organizers as well. With that in mind, we've created a number of standard ...Completing Your Tax Return
Completing Your Tax Return on a Mobile Device From the Dashboard, find your My To Do List. Tap on your tax return to open it up. Still don't see it? Reach out to your firm. If it's not on your My To Do List or your Requests page, they may not have ...