Tax Software We Work With
UltraTax CS | Thomson Reuters
CCH ProSystem fx Tax | Wolters Kluwer
CCH Axcess Tax | Wolters Kluwer
Drake Tax | Drake Software
Lacerte | Intuit
ProSeries | Intuit
Printing Organizers
As you import organizers into Liscio, be sure to carefully read the printing instructions for the support tax software below to ensure successful processing:
Importing Organizers
Select the Smart Tax page in the vertical (left-hand) menu.
Browse or Drag and Drop the PDF organizers generated from the tax software.
Note: We recommend importing batches of 100 to avoid browser timeouts.
Select the Organizer Template.
Your firm's published customized organizer templates are available in the dropdown.
Optional: If you'd like to assign the draft to a different employee for review, select the drop down next to the Upload button and change the owner.
Select the Upload button in the bottom-right corner.
Organizers will show under the Processing tab.
Once the organizers have process, they can be found on the Organizer Requests tab.
Note: It make take a few minutes for the uploads to complete processing.
Organizers with manually matched assignees, or auto-matched assignees (based on the Taxpayer's email address), can be sent out in bulk.
Select Bulk Send Preview at the bottom of the page.
For unassigned organizers:
Use the Account search bar to find the correct assignee/client.
ORSelect the draft to open it.
Add an Assignee, and then select the blue OK button.
Choose your Due Date.
Select Send.
Once sent, use the progress bar to track client progress.