Tax Organizers
Completing a PBC List Request (Desktop)
In Liscio, your PBC list items are tailored in a digital request list, making it faster and easier to complete. When you are sent a PBC List Request via Liscio, you will receive an email notification similar to the one below. Additional reminders ...
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. ...
Completing a Tax Organizer (Desktop)
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. ...