Automated Tax Delivery Guide

Frequently Asked Questions

Pricing

Signatures

Electronic Payments

How much does Automated Tax Delivery cost?

$5 per return, $7 per return with knowledge-based authentication. You only pay if the client accepts the return. You get unlimited resends until the client accepts the final return.

Will I get charged if the Tax Return is cancelled before the client signs the 8879?

There's no charge until the client signs.

Is knowledge-based authentication (“KBA”) required for all individual tax returns filed on Form 1040?

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.

How does Tax Return Delivery differ from sending Tax Returns through eDocs?

eDocs remains an available option for sending tax returns to clients. With Tax Return Delivery, signatures are automatically placed on the 8879 forms, saving you the extra step.

Can I disable knowledge-based authentication (“KBA”) in Liscio?

Yes. You control which returns are sent using KBA and which aren’t.

What happens if the client fails to pass the knowledge-based authentication (“KBA”) questions?

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.

How do I send a return for electronic signature if I only have one email address for two spouses?

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.

Do clients need to pay online?

No. In addition to offering online payment links to the appropriate government websites, as applicable, Liscio also offers the option for the client to print out the vouchers for offline payment.

Does Liscio collect payment from clients?

No. Liscio does not collect money from clients. Clients pay the government and their accountants outside of Liscio.

Does Liscio remind clients to sign their tax return?

Yes. Liscio sends reminders so you don’t have to. Liscio also offers text-based reminders when getting an immediate response from the client is needed.

How do quarterly reminders work?

Clients that owe federal or state taxes will receive a message in their Liscio inbox after submitted their tax return with estimate payment details and payment link. Automated reminders will be sent two weeks before the due date of each estimate, so clients never miss a payment!

Does Liscio keep a copy of the signed return for the client to access?

Yes. Liscio automatically stores a copy of the signed return in Liscio Vault for easy access by the client.

How long does Liscio retain client tax returns?

We maintain a copy of the client’s income tax return indefinitely unless it is deleted by the Firm. This allows clients to retrieve their documents without having to interrupt the firm.

Does Liscio integrate with accounting Document Management Systems (“DMS”)?

Yes. Liscio integrates with multiple DMS systems including SmartVault, OneDrive, SharePoint, and Google Drive.

How do I send a return for electronic signature if I only have one email address for two spouses?

When do I get charged?

The tax delivery feature charges the firm after the client indicates they have reviewed and accepted the tax return. Any corrections made before the client’s acceptance do not incur any cost to the firm.

How can I ensure my client pays me for my tax services provided?

We suggest collecting payment details during the engagement process using our eDoc feature. If you payment software generates a link, that link can be sent in a Liscio Task.

Can Business Tax Returns be imported at this time?

At this time, we're only able to accept Individual returns for the Tax Return Delivery feature.

What if I want to send additional forms or pages with the Tax Return through this feature?

We would suggest sending forms other than 8879s through our eDoc feature. If you have a locality, you can send that via Liscio Tasks or Message while still utilizing the Tax Delivery Feature.

Can I import my Canadian Tax Returns?

At this time, we do not support Canadian Tax Returns. We are only set up for U.S. Tax Returns.

Can I import a State-Only Tax Return?

No, at this time we do not support state-only returns. The return must include the federal 1040 & 8879.

Tax Delivery
Automation Guide

Drag & Drop

Review & Send

Monitor

Tax Software We Work With

Client Tax Experience

Frequently Asked Questions

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Tax Delivery Automation Guide

Drag & Drop

Review & Send

Monitor

Tax Software We Work With

Client Tax Experience

Frequently Asked Questions

Ready to get started?

Tax Delivery
Automation Guide