Liscio Inc

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 67 document types and 120 subtypes.

Below is a list of currently supported document types for each category.

- Form 1040-SR
- Form 1040-NR
- Form 1040-X

- Form 1099-A
- Form 1099-B
- Form 8879-C

- Form 1098-E
- Form 1098-T
- Form 8879-C
- Form 8879-F
- Form 1099-Q

- 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 8879-S
- Form 8879-F
- Form 1120-H
- Form 1120-L
- Form 1120-PC

- Form 8879-S
- Form 8879-C
- Form 8879-PE
- Form 8879-F
- Form 8879-EX

- Form Schedule K-1 (Form 1065)
- Form Schedule K-1 (Form 1120-S)
- Form Schedule K-1 (Form 1041)

- 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

- Bank Statement
- Credit Card Statement
- Check
- Donation Receipt
- Invoice
- Receipt

- Tax Organizer
- Sales Tax Return
- Tax Extension Form
  - Form 4868
  - Form 7004
- Tax Filing Instructions
- Tax Payment Confirmation
- Tax Payment Voucher

- Balance Sheet
- Cash Flow Statement
- Income Statement
- Investment Statement
- Loan Statement
- Mortgage Statement

- 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

- 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

___________________________________________________________

- Life Insurance Policy
- Health Insurance Policy
- Auto Insurance Policy
- Homeowners Insurance Policy
- Commercial Insurance Policy

- 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

- 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

- 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

- 401(k) Application
- IRA Application
- Roth IRA Application
- SEP-IRA Application

- Retirement Account Application
  - 401(k) Application
  - IRA Application
  - Roth IRA Application
  - SEP-IRA Application

File Intelligence: Supported Document Types

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File Intelligence: Supported Document Types

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