When an accounting-related document is uploaded, Liscio extracts key details, including document type, tax year, date, issuer, contact, account, and applies your firm’s naming conventions automatically.
Below is a list of currently supported document types for each category.
TAX FORMS
Form 1040
Form 1040-SR
Form 1040-NR
Form 1040-X
Form 1065
Form 1095
Form 1099-A
Form 1099-B
Form 8879-C
Form 1098
Form 1098-E
Form 1098-T
Form 8879-C
Form 8879-F
Form 1099-Q
Form 1099
Form 1099-INT
Form 1099-DIV
Form 1099-MISC
Form 1099-NEC
Form 1099-R
Form 1099-G
Form 1099-K
Form 1099-B
Form 8879-S
Form 8879-C
Form 1099-A
Form 1099-SA
Form 1099-Q
Form 1099-OID
Form 1099-PATR
Form 1099-LTC
Form 1120
Form 8879-S
Form 8879-F
Form 1120-H
Form 1120-L
Form 1120-PC
Form 2848
Form 4562
Form 5498
Form 8453
Form 8879
Form 8879-S
Form 8879-C
Form 8879-PE
Form 8879-F
Form 8879-EX
Form 9325
Form 940
Form 941
Form Schedule K-1
Form Schedule K-1 (Form 1065)
Form Schedule K-1 (Form 1120-S)
Form Schedule K-1 (Form 1041)
Form T2
Form W-2
Form W-2c
Form W-2G
Form W-4
Form W-9
BOOKKEEPING
Bank Statement
Credit Card Statement
Check
Donation Receipt
Invoice
Receipt
PAYROLL
Payroll Report
Pay Stub
TAX FILING
Tax Organizer
Sales Tax Return
Tax Extension Form
Form 4868
Form 7004
Tax Filing Instructions
Tax Payment Confirmation
Tax Payment Voucher
FINANCIALS
Balance Sheet
Cash Flow Statement
Income Statement
Investment Statement
Loan Statement
Mortgage Statement
IDENTIFICATION
Driver's License
CORRESPONDENCE
Engagement Letter
IRS Notice
Notice CP14
Notice CP501
Notice CP503
Notice CP504
Notice CP523
Notice LT16
Notice LT38
Notice 5071C
Notice 4883C
Notice 5747C
Notice CP01A
Notice CP11
Notice CP12
Notice CP13
Notice CP16
Notice CP49
Notice CP2000
Notice CP05
Notice CP05A
Notice CP75
Notice CP75A
Notice LTR 12C
Notice CP3219A
Notice LT11
Notice LTR 1058
Notice CP90
Notice CP297
Notice CP91
Notice CP298
Notice LTR 3172
Notice CP136
Notice CP161
Notice LTR 147C
Notice LTR 226J
Coming Soon
BOOKKEEPING
General Ledger
Inventory Report
LEGAL / BUSINESS
ACH Authorization Form
Certificate of Insurance
Insurance Policy
Life Insurance Policy
Health Insurance Policy
Auto Insurance Policy
Homeowners Insurance Policy
Commercial Insurance Policy
Form I-9
Meeting Minutes
Board Meeting Minutes
Committee Meeting Minutes
Annual Meeting Minutes
Special Meeting Minutes
Shareholder Meeting Minutes
Member Meeting Minutes
City Council Meeting Minutes
School Board Meeting Minutes
HOA Meeting Minutes
Planning Commission Meeting Minutes
Operating Agreement
Power of Attorney
Durable Power of Attorney
General Power of Attorney
Limited Power of Attorney
Medical Power of Attorney
Financial Power of Attorney
Tax Power of Attorney
FBAR Authorization
TAX FILING
Quarterly Tax Report
FINANCIALS
Retirement Account Application
401(k) Application
IRA Application
Roth IRA Application
SEP-IRA Application
IDENTIFICATION
Social Security Card
Non-accounting documents (for example, photos or images like a picture of a person) are not automatically renamed. Instead, you’ll be given the option to rename the file manually if needed.
Only PDF file types are supported.
For best results, upload files in PDF format with clear, legible text. Scanned images or handwritten notes may reduce accuracy.