How to Send Multiple Tax Returns to One Contact

How to Send Multiple Tax Returns to One Contact

Upload the files to the Contact's file section:

  1. Click Contacts
  2. Search for the specific Contact
  3. Click on the Contact
  4. Click on the Files tab
  5. Click + Upload
  6. Drag & drop the files to the upload box
  7. Choose a year
  8. Choose Tax as the tag
  9. Click Upload

Now that the returns are uploaded, let's inform our client:

  1. Click on the Messages tab
  2. Click the To field
  3. Select a Recipient and Account. 
  4. Add a subject: "Tax Return-Client Copy"
  5. Add a description: "Your tax returns have been uploaded.  You can find them a the top of your Files page or with the Tax tag."
  6. Click Send

Note: Make sure you name the Tax Returns correctly before uploading so your client can differentiate between the returns!

 

 


    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • Message Template Examples for Bulk Messages

        We have several bulk send message templates (found below) based on Contact Status: Active Users Tax Deadline Reminder Engagement Letter Reminder Would you like the option to eSign? New Users Welcome to Liscio! Invited Users Reminder: Set up your ...

      • Tax Return Delivery: Printing Returns

        Liscio's Tax Return Delivery automates breaking down tax return PDFs into actionable parts, guiding clients through reviewing, signing, and paying each part, saving time for tax professionals. Supported Documents 1040 Tax Returns for Federal and all ...

      • Liscio Tax Return Delivery Client Announcement Template

        With the release of Liscio's Tax Delivery feature, your may wish to communicate changes to how your firm will be delivering tax returns this coming tax season. Attached are a template and image options. By communicating the changes in how your firm ...

      • Automated Client Matching for Returns & Organizers

        Liscio matches the imported organizers and tax returns to the right Accounts by reading the client ID that populates the name of the organizer PDF when printed from your tax software. For this to work properly, you will have to match the External IDs ...

      • Task Template Suggestions

        Below you will find a variety of templates that you may want to add to your task template library.  Copy and paste these just as they are, or edit them to add your personal touch! Task Templates Invoice task Subject Line: Monthly Invoice ...