With Smart Tax Organizers, Individual (1040) Tax Organizers can be imported and sent to clients directly through Liscio.
For clients with Business and Rental Property Income listed on their Tax Organizers from previous years, we include the following guidance:
"For us to prepare your rental schedule, you may upload a QuickBooks accountant’s copy or backup file. If you use QuickBooks Online (QBO), please message us through Liscio once your 2023 posting and reconciling is complete. If you have completed an organizer worksheet in the past, please request a fillable PDF be added to your Liscio portal."
If you do not have the PDFs available, below are downloadable versions of these forms.