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.
File Intelligence currently supports 385 document types across 9 categories: Tax Returns, Tax Forms, Bookkeeping, Payroll, Financials, Identification, Legal / Business, Correspondence, and Tax Filing.
Below is a list of currently supported document types for each category.
TAX RETURNS
Form 1040
Form 1040-SR
Form 1040-NR
Form 1040-X
State Tax Return
Alabama Form 40
Alabama Form 40NR
Arkansas AR1000F
Arkansas AR1000N
Arkansas AR1000NR
Arizona Form 140
Arizona Form 140NR
Arizona Form 140PY
California Form 540
California Form 540NR
Colorado Form DR 0104
Connecticut CT-1040
Connecticut CT-1040NR/PY
DC Form D-40
Delaware PIT-RES
Delaware PIT-NON
Georgia Form 500
Hawaii Form N-11
Hawaii Form N-15
Iowa Form IA 1040
Idaho Form 40
Idaho Form 43
Illinois Form IL-1040
Indiana IT-40
Indiana IT-40PNR
Kansas Form K-40
Kentucky Form 740
Kentucky Form 740-NP
Louisiana IT-540
Louisiana Form NPR
Massachusetts Form 1
Massachusetts Form 1-NR/PY
Maryland Form 502
Maryland Form 505
Maine Form 1040ME
Michigan Form MI-1040
Minnesota Form M1
Minnesota Form M1NR
Missouri MO-1040
Missouri MO-1040P
Missouri MO-NRI
Mississippi Form 80-105
Mississippi Form 80-205
Montana Form 2
North Carolina D-400
North Dakota Form ND-1
Nebraska Form 1040N
New Jersey NJ-1040
New Jersey NJ-1040NR
New Mexico PIT-1
New York IT-201
New York IT-203
Ohio IT 1040
Oklahoma Form 511
Oklahoma Form 511NR
Oregon Form OR-40
Oregon Form OR-40-N
Oregon Form OR-40-P
Pennsylvania Form PA-40
Rhode Island RI-1040
Rhode Island RI-1040NR
South Carolina SC1040
Utah TC-40
Virginia Form 760
Virginia Form 760PY
Virginia Form 763
Vermont Form IN-111
Wisconsin Form 1
Wisconsin Form 1NPR
West Virginia IT-140
West Virginia IT-140NR
Form 1041
Form 1065
Form 1120
Form 1120-S
Form 1120-F
Form 1120-H
Form 1120-L
Form 1120-PC
Form T2
Tax Extension Form
Form 4868
Form 7004
TAX FORMS
Form 1095
Form 1095-A
Form 1095-B
Form 1095-C
Form 1098
Form 1098-E
Form 1098-T
Form 1098-C
Form 1098-F
Form 1098-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 1099-S
Form 1099-C
Form 1099-A
Form 1099-SA
Form 1099-Q
Form 1099-OID
Form 1099-PATR
Form 1099-LTC
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 433
433-A
433-A (OIC)
433-B
433-B (OIC)
433-D
433-F
433-H
Form 709
Form 843
Form 1096
Form 1310
Form 3922
Form 5695
Form I-907
Form 8332
Form 8752
Form 8822
Form 8822-B
Form SS-4
Form 8995
Form 8995-A
Form 990
Form 990-EZ
Form 990-N
Form 990-PF
Form Schedule K-1
Form Schedule K-1 (Form 1065)
Form Schedule K-1 (Form 1120-S)
Form Schedule K-1 (Form 1041)
Form SSA-1099
Form W-2
Form W-2c
Form W-2G
Form W-3
Form W-4
Form W-9
IDENTIFICATION
Driver's License
Social Security Card
Birth Certificate
Passport
Death Certificate
BOOKKEEPING
Accounts Receivable Report
Accounts Receivable Aging Report
Accounts Receivable Transaction Report
Accounts Receivable Summary Report
Accounts Payable Report
Accounts Payable Aging Report
Accounts Payable Transaction Report
Accounts Payable Summary Report
Chart of Accounts
Bank Deposit
Bank Deposit Slip
Bank Deposit Summary
Bank Statement
Credit Card Statement
Check
Daily Sales Report
Depreciation Schedule
Donation Receipt
General Ledger
Inventory Report
Invoice
Journal Entry
Purchase Order
Receipt
Remittance Advice
PAYROLL
Payroll Report
Pay Stub
Timesheet
FINANCIALS
Balance Sheet
Bank Reconciliation Report
Cash Flow Statement
Cryptocurrency Transaction History
Income Statement
Investment Statement
Loan Statement
Mortgage Statement
Real Estate Appraisal
Retirement Account Application
401(k) Application
IRA Application
Roth IRA Application
SEP-IRA Application
LEGAL / BUSINESS
ACH Authorization
Board Resolution
Form Certificate of Insurance
Child Support Order
Client Intake Form
Corporate Bylaws
Employment Application
Employee Profile Report
Form I-9
Grant Agreement
Home Health Plan of Care
Marketing Material
Meeting Agenda
New Hire Packet
Operating Agreement
Personnel Action Form
Promissory Note
Vehicle Purchase Agreement
Termination Letter
Affidavit
Financial Stability Affidavit
Family Law Financial Affidavit
Real Estate Closing Affidavit
Estate or Probate Affidavit
Residency Affidavit
Dependency Affidavit
Nonresident Withholding Exemption Affidavit
Insurance Policy
Life Insurance Policy
Health Insurance Policy
Auto Insurance Policy
Homeowners Insurance Policy
Commercial Insurance Policy
Lease Agreement
Residential Lease Agreement
Commercial Lease Agreement
Meeting Minutes
Annual Meeting Minutes
Board Meeting Minutes
City Council Meeting Minutes
Committee Meeting Minutes
HOA Meeting Minutes
Member Meeting Minutes
Planning Commission Meeting Minutes
School Board Meeting Minutes
Shareholder Meeting Minutes
Special Meeting Minutes
Power of Attorney
Durable Power of Attorney
Financial Power of Attorney
FBAR Authorization
General Power of Attorney
Limited Power of Attorney
Medical Power of Attorney
Tax Power of Attorney
Real Estate Closing Disclosure
Closing Disclosure
HUD-1 Settlement Statement
Real Estate Deed
Grant Deed
Quitclaim Deed
Special Warranty Deed
Warranty Deed
CORRESPONDENCE
Engagement Letter
IRS Transcripts
Form 1040 Account Transcript
Form 1041 Account Transcript
Form 1065 Account Transcript
Form 1120 Account Transcript
Form 1120-S Account Transcript
Wage and Income Transcript
IRS Notice
Notice 4883C
Notice 5071C
Notice 5747C
Notice CP01A
Notice CP05
Notice CP05A
Notice CP11
Notice CP12
Notice CP13
Notice CP14
Notice CP16
Notice CP49
Notice CP75
Notice CP75A
Notice CP90
Notice CP91
Notice CP136
Notice CP161
Notice CP297
Notice CP298
Notice CP501
Notice CP503
Notice CP504
Notice CP523
Notice CP2000
Notice CP3219A
Notice LT11
Notice LT16
Notice LT38
Notice LTR 12C
Notice LTR 147C
Notice LTR 226J
Notice LTR 1058
Notice LTR 3172
TAX FILING
Property Tax Document
Personal Property Tax Bill
Personal Property Tax Declaration
Property Tax Bill
Property Tax Notice
Quarterly Tax Report
Alabama A-1
Alaska TQ01C
Arizona UC-108
Arkansas DWS-ARK-209
California DE-9
Colorado UITR-1
Connecticut UC-5
Delaware UC-8
Florida RT-6
Georgia DOL-4
Hawaii UC-B6
Idaho TAX-020
Illinois UI-3/40
Indiana State Form 53223
Iowa 65-5300
Kansas K-CNS 100
Kentucky UI-3
Louisiana LWC ES 4
Maine ME UC-1
Maryland DLLR/OUI 15
Massachusetts M-941
Michigan UIA 1020
Minnesota DEED UI
Mississippi UI-2
Missouri MODES-4
Montana UI-5
Nebraska UI 11T
Nevada NUCS 4072
New Hampshire DES 1000
New Jersey NJ-927
New Mexico ES-903A
New York NYS-45
North Carolina NCUI 101
North Dakota SFN 19692
Ohio JFS 20120
Oklahoma OES-3
Oregon OQ
Oregon OA
Pennsylvania UC-2
Puerto Rico 480.1
Puerto Rico 480.1A
Rhode Island TX-17
South Carolina UCE-101
South Dakota 21
Tennessee LB-0441
Texas C-3
Utah TC-941
Vermont C-101
Virginia VEC-FC-20
Washington 5208A
West Virginia UC-201
Wisconsin UCT-101
Wyoming WYO 056
Sales Tax Return
Tax Election Form
Form 2553
Form 8832
Tax Filing Instructions
Tax Organizer
Tax Payment Confirmation
Tax Payment Voucher