With Liscio’s Request feature, firms can easily import and send Tax Organizers to Individual (1040) 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."
While many firms already have these PDFs available, we understand that some may not.
To assist, we are providing downloadable versions of these forms that your firm can use if needed.
If you have any questions, please reach out to your Liscio Account Manager or Liscio Support.