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.
For best results, upload files in PDF format with clear, legible text. Scanned images or handwritten notes may reduce accuracy.
Below is a list of currently supported document types for each category.
1099 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
Donation receipts
Checks
Financial Statements
Allowed Documents:
Balance Sheets
Income Statements (Profit & Loss)
Cash Flow Statements
Income Tax Data
Schedule K-1
Form 1098 (mortgage interest)
Form W-9
Form 5498
Income Tax Returns
Federal: 1040, 1120, 1065
Form T2 (Canada)
Business Tax Documents
Form 4562
Tax Notices
IRS Notices (CP series: CP2000, CP14, CP501, etc.)
Payroll Tax Forms
Form W-2
Form W-4
Form 941
Form 940 (annual)
Sales Tax Returns
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
Monthly bank statements (checking or savings)
Credit card statements (monthly statements only)
Invoices
Business or client invoices
Other
Driver's License
Form 9325