Lacerte Tax Document Imports
Streamline your tax preparation process by automating data collection and entry with Liscio's Smart Tax Organizers and Lacerte’s Tax Import feature.
Liscio makes it simple for clients to provide their tax documents:
- Clients can upload documents from any device.
- The built-in document scanner converts photos into PDFs, saving time and ensuring quality.
- The intuitive interface makes it easier for clients to upload the right documents on the first try.
Start by collecting client documents in Liscio with Smart Tax Organizers:
- Follow these tax organizer import instructions to properly print and import organizers into Liscio.
Once clients have uploaded their documents:
- Navigate to the client's organizer request in Liscio.
- Click on the ellipses to export the documents as a Zip file - step-by-step instructions found here.
- Review the documents and consolidate into a single PDF.
- Upload to Lacerte’s Tax Import Feature following these Lacerte instructions.
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