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 the '+Upload File' button
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 appropriate Account and Contact's file section.