How to Send Multiple Tax Returns to One Contact
- Click Contacts
- Search for the specific Contact
- Click on the Contact
- Click on the Files tab
- Click + Upload
- Drag & drop the files to the upload box
- Choose a year
- Choose Tax as the tag
- Click Upload
Now that the returns are uploaded, let's inform our client:
- Click on the Messages tab
- Click the To field
- Select a Recipient and Account.
- Add a subject: "Tax Return-Client Copy"
- 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."
- Click Send
Note: Make sure you name the Tax Returns correctly before uploading so your client can differentiate between the returns!
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How to Send a Tax Return in Liscio
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