1. Go to the Clients list > Tax Type > Choose Entity (go down the list).
2. Select all of the clients by clicking the top name at the list and clicking the shift key + end key.
3. Once all selected, go to the Client tab at the top and click Export > Export to File…
4. Leave Export Type to Comma Delimited.
5. Change the name of the file to the entity type (e.g., Individual, S-Corp, etc.).
6. Choose the following fields:
1. Client Information
1. City
2. Client Full name
3. Client Full name, last name first name
4. Client number
5. Client ID
6. Corporation Name *** If it is an S-Corp, it will say S Corporation Name
7. Email Address
8. Federal ID Number
9. Firm Number
10. Postal Code
11. Phone Number
12. State
13. Street Address
14. Taxpayer Email Address
15. Taxpayer First Name
16. Taxpayer Last Name
17. Taxpayer Home Telephone Number
18. Taxpayer Mobile Phone
19. Taxpayer Social Security Number
20. Taxpayer Work Telephone Number
    
21. Spouse First Name
    
22. Spouse Last Name
    
23. Spouse Email Address
    
24. Spouse Mobile Phone
25. Type of Entity
26. Zip Code
7. Click OK.
   

Data Disclaimers:

1. Do not send data files via email.
   
2. The cleanliness of data uploaded depends on the cleanliness of the source data.
   
3. If data is in all caps, we will convert to proper case. Please know names such as "MCDONALD" will convert to "Mcdonald".
   
4. Data should include first names, last names, account/client names, email addresses, phone numbers, and entity types. 
   
1. Email addresses are extremely important.  This is how you will send your invites to Liscio.  Please include as many as possible!
   
5. Mobile numbers must be classified as such in order to go under the Mobile Phone category.
   
6. If no entity types (i.e. S-Corp, Partnership, Trust, etc.) are listed, accounts/clients will default to Individual or Organization. 
   
7. Contacts cannot share an email address.
   
8. Phone numbers without area codes cannot be imported.
   
9. Duplicate Account Names and Contact Names can occur if they exist in source data.
   
10. Certain fields, such as Bank Account, Notes, or Birthdates, cannot be imported.