1. Page Limit for Pre-Organizer Content: The pages preceding the first page of the organizer (e.g., client demographic/personal information page) should not exceed 25 pages. This includes the cover letter, inserts (such as questionnaires), and engagement letters.
   
2. Form-Fillable Organizers: Form-fillable organizers are not compatible with Liscio. Use non-fillable version only.
   
3. PDF Print Driver Restriction: Organizers printed using a PDF print driver will not process correctly. This is because printing through a PDF print driver removes the ability to extract text from the document.
   
4. Questionnaires: We do not support Tax Organizer PDFs printed with only the questionnaire. Organizers must contain Tax Organizer pages.
   
5. Action Items: The Action Items PDF is not supported for import, and any sections included in it will not be imported into Liscio. To modify these settings, so the instructions below.
6. Organizer Options: Both Classic and Lite versions are supported. If you have a client with schedules, be sure to print the Classic version. Schedules  C, E, F, or 4835 are not supported in the Lite version once imported into Liscio. Lite does support Schedule A.
7. Auto-Matching Organizers to Clients:
   
1. Taxpayer Email Address: The email address listed in the organizer must match the Primary Email Address associated with the client in Liscio.
2. Client ID in the Filename: Include the Client ID after an underscore in the file name, e.g., "Smith, John and Jill_1234568.pdf."
   
1. Note: If you have existing integrations, like GoFileRoom, that rely have the file name in a different order, do not change the settings globally. You can change a specific users settings so they can print organizers, then change it back to your regular print settings.
3. To make sure that your External ID is after the underscore:
   
1. Click Setup
   
2. Select Office Configuration
   
3. Click Print Options
   
4. Click PDF File Options...
   
5. Make your positions this order:
   
1. Position 1: Client Name
   
2. Position 2: Tax Year
   
3. Position 3: Document Name
   
4. Position 4: Client ID

Printing Organizers from UltraTax

1. Reassign Client Delivery Method to File (PDF) *required*
   
1. Note: You only need to do this once, and UltraTax will save your delivery settings for future years.
   
2. Select Utilities > Reassign Clients.
   
3. Select all applicable clients to the right pane.
   
4. Select Organizer Delivery from the Category drop-down box.
   
5. Below, select File (PDF) from the drop-down.
   
6. Disable fillable PDF files.
   
7. Click Setup > Office Configuration...
   
8. Select the Print Options tab.
   
9. Click PDF File Options...
   
10. At the bottom of the options, make sure Print Organizers as a fillable PDF file is unchecked.
11. Click Reassign.
12. Go to File > Print Organizers
    
1. It's normal to see the Delivery Method section greyed out after using Reassign Clients, above.
   
2. Note: make sure Password protect files is not selected or your import will not work.
   
13. Click Clients
    
14. Make sure your focus is set to only 1040. Select your clients to print, or hit Select All if you want every organizer printed.
    
15. Click Assemble
    
16. UltraTax will give you a message that your files have been printed successfully.  You can press Open Target Folder to see the download location, or hit OK to finish your export.