There are two ways to send a tax return in Liscio.
Via a Message:
1. Click +Add New at the top left of your screen.
2. Click Message.
3. Select the recipient and create a custom subject and description.
4. Drag and drop your file or browse.
5. Click Send.
The message will now live in the Sent filter inside your Inbox.
Via direct File upload:
1. Click Accounts or Contacts.
2. Click the specific Account or Contact you want the file to be associated with.
3. Click the Files tab.
4. Click +Upload File.
5. Associate the file with a Contact and Account.
6. Select the appropriate year and tags.
7. Drag and drop your file or browse.
8. Click Upload.
The file now lives in the Account and Contact's file section.