Start the eSign process by dragging-and-dropping the client copy of the return into Liscio.
Liscio reads the return and divides it into sections that are easy for the client to review. These include the Federal return, State return(s), forms for electronic signature, payment vouchers, and estimated quarterly payments.
Knowledge-based authentication is optional.
Liscio identifies the number of signatories required and automatically places the correct signature blocks on Forms 8879 and State Forms, as applicable.
Liscio walks the client through their return and collects signatures.
Yes. Liscio’s solution includes the following State forms:
1.Alabama Form AL-8453
2. Arizona Form AZ-8879
3. Arkansas Form AR-8453
4. California Form 8453-OL
5. Colorado Form DR-8454
6. Illinois Form IL-8453
7. Louisiana Form 8453
8. Massachusetts Form MA 8453
9. New York Form TR-579-IT
(Currently Tax delivery does not support state only filings)
Yes. You control which returns are sent using KBA and which aren’t.
Liscio offers the option for taxpayers to electronically sign from the same device and same login. This option includes a discrete set of KBA questions for each signer, should you elect to activate KBA before any such clients signing.
According to the IRS, identity verification is not a one-time event; it must be conducted every time a taxpayer electronically signs these forms. However, there are two exceptions to this rule. First, if the taxpayer signs the form in person with the Electronic Return Originator (ERO), identity verification is not required. Second, if the taxpayer has an established multi-year business relationship with the ERO, meaning the ERO has previously prepared tax returns for the taxpayer and has already verified their identity, further verification is not needed for subsequent filings. For more details, you can refer to the IRS guidance here.
If a client cannot pass KBA, Liscio offers a simple alternative. The client can print the return, sign manually, use Liscio’s scanner app to scan the signed form, and send it to their tax preparer through Liscio.