When an accounting-related document is uploaded, Liscio extracts key details (such as vendor name, document type, and date) and applies your firm’s naming conventions automatically.
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.
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)
Tip
For best results, upload files in PDF format with clear, legible text. Scanned images or handwritten notes may reduce AI accuracy.