When uploading documents to Liscio, our AI File Intelligence feature can automatically read and extract key information from supported document types.
If you upload an unsupported document, AI prompts will appear greyed out, and a message will be displayed.
Below is a list of currently supported document types for each category.
1099 Forms
Allowed Forms:
1099-NEC
1099-MISC
1099-INT
1099-DIV
1099-K
1099-R
1099-G
1099-B
1099-S
1099-C
1099-A
1099-Q
1099-OID
1099-PATR
1099-SA
1099-CAP
1099-LTC
1099-LS
1099-HC
1095-C
State forms that include federal 1099 information
Bookkeeping Documents
Allowed Documents:
Store or restaurant receipts
Confirmation receipts
Credit card receipts (individual transactions)
Checks and check registers
Expense reports
Utility bills
Financial Statements
Allowed Documents:
Balance Sheets
Income Statements (Profit & Loss)
Cash Flow Statements
Trial Balances
General Ledger summaries
Income Tax Data
Allowed Forms and Documents:
Schedule K-1 (Forms 1065, 1120-S, 1041)
Form 1098 series (1098, 1098-E, 1098-T, 1098-C, 1098-F)
Form 5498 series (5498, 5498-SA, 5498-ESA)
Charitable contribution receipts
Property tax bills
Education expense documents
Medical expense receipts
Income Tax Returns
Allowed Forms:
Federal: 1040, 1040-SR, 1120, 1120-S, 1065, 990, 1041
State tax returns (all states)
Amended returns: 1040-X, 1120-X
Tax Notices
Allowed Documents:
IRS Notices (CP series: CP2000, CP14, CP501, etc.)
IRS Letters (LTR 525, LTR 916, etc.)
State tax notices
Audit notifications
Balance due notices
Refund notices
Payroll Tax Forms
Allowed Forms:
Form W-2 (all copies)
Form W-3
Form 941
Form 940 (annual)
State withholding forms
Payroll Reports
Allowed Documents:
Payroll registers (multiple employees)
Payroll summaries
Payroll journals
Individual pay stubs
Year-to-Date (YTD) reports
Sales Tax Returns
Allowed Forms:
State sales tax returns (any state)
Examples:
CA: CDTFA-401
TX: Form 01-117
NY: ST-100
FL: DR-15
Sales tax payment confirmations
Bank and Credit Statements
Allowed Documents:
Monthly bank statements (checking or savings)
Credit card statements (monthly statements only)
Investment account statements
Invoices
Allowed Documents:
Business or client invoices (any standard format)
What Happens With Unsupported Documents?
If you upload an unsupported document:
AI prompts will appear greyed out
A message is displayed informing you that the document isn't supported
You can still upload and share unsupported documents; AI simply won’t process or analyze them.
Tip
For best results, upload files in PDF format with clear, legible text. Scanned images or handwritten notes may reduce AI accuracy.