How to Send a Tax Return in Liscio
Follow steps 1 and 2 if sending a draft tax return.
Follow just step 2 if sending no draft.
Step 1:
- From the Tasks page, click + Task.
- Task Type should be Request Information.
- Select Account and Contact.
- Select Due Date.
- Create Subject.
- Add Description.
- Attach the draft tax return.
If changes need to be made, upload new draft under the same task for the client to review. Once final return is ready, send alongside 8879.
Step 2:
- Click +Add New
- Click eDoc
- Choose the Recipient(s) and Account and click OK. Click back in the To field to add additional signers (recipients).
- Choose to have a Signing Order or not. This means that the document will be sent for signature to the first recipient and will not be sent to the second recipient until the first recipient completes their portion.
- Click KBA (knowledge base authentication) checkbox (required by the IRS for esignatures).
- Add an Agreement Title
- Add Description
- Attach Final Tax Return and 8879
- Click Prepare Doc for Signing
- Add Field Template*
- Click Send
*See the following articles for help with this step:
- How to Create a Form Field Layer (to lay over reusable forms)
- How to Send an 8879 with a Form Field Layer
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