How Liscio assigns Smart Organizers and Smart Tax Delivery
Liscio matches imported tax returns to the correct Accounts by reading the client ID in the tax return file name when printed from your tax software. For accurate matching, the External IDs in Liscio must correspond to the IDs used in your tax software.
Assignees are matched to the Liscio Contact using email matching. The email address listed in the tax return must match the primary email address of the contact in Liscio.
If a Contact is associated with multiple Accounts and an Account is not auto-matched, the system will not auto-select an Account. The Account selection will be made by the sender.
The system will always attempt to match using both the External ID and the email address to ensure accuracy.
Updating the External ID in Liscio
You can find the External ID column in the Accounts page. These are the values that will need to match what you have in your tax software.
How to Edit an External ID
Select the Account you want to update.
Navigate to the Details tab.
Select the ellipsis (three dots) next to the Client Service Team (CST) button and select Edit Account.
Enter the correct value in the External ID field.
Select Update Account to save your changes.