How to Send an Organizer to a Client
With Requests, firms are able to send Tax Organizers from the most popular tax programs through Liscio to their clients. Rather than send your clients paper or to another site or program to complete the organizer, they can answer those important questions in the same place they communicate with your firm!
We are currently compatible with these tax software for our Organizer feature:
- UltraTax
- CCH Axcess
- Intuit Proseries
- Drake
- Lacerte
- ATX
There are three parts to quickly uploading an organizer to your client:
Importing Organizers
Before you can import your organizers, you'll need to download your clients' organizers from your tax software. As you download these PDF organizers, you'll want to make sure that the Client ID for each organizer is in the PDF file title AFTER the underscore: "Smith, John and Jill_1234568.pdf"
Drake's Client ID is the client's SSN, so Drake users do not need to add this to the filename. Instead, we match the client by email address, so be sure it's populated in the organizer.
Lacerte only allows for a dash, no underscores. We are working to match by email address for Lacerte as well. In the meantime, the following can be done: manually change the file name, match the client to the organizer when sending, or rename files in bulk with these instructions: https://www.youtube.com/watch?v=NtFOhvWPlIE.
Note: You can only use full, unedited organizers. Lite (with the exception of UltraTax Lite), condensed, or edited versions will not populate prior year information.
For your organizers to match up to your Accounts in Liscio automatically, you'll want to make sure the Client IDs from your tax software matches up with the External ID on your Accounts in Liscio. Please reach out to Liscio Support if your Client IDs do not match and you'd like assistance bulk editing them. If your IDs don't match, you can still upload your organizers and manually pair them to your clients. When you make a match yourself, the organizer Client ID will automatically edit the External ID on the Account to match for the future.
We have instructions here on how to export organizers from any tax software here:
Once you have PDFs of your client organizers with the Client IDs in the file names
- Click Requests from the navigation bar on the left side of your screen.
- Click + Import in the top right corner.
- Drag and drop your organizers into the attachment box (max of 50 at a time).
- Click Begin Upload in the bottom right corner.
- Close the window once prompted to.
- Organizers that are being processed can be found under the Processing tab on the Requests Page.
- Once processed. the organizer draft can be found under the Drafts - Ready to Send tab.
This will take several minutes, so grab a coffee and come back!
Reviewing Drafts
Before you send the organizers, you'll have the chance to review them in your Drafts section.
- From the Requests page, click on the Drafts - Ready to Sent tab at the top of your screen.
- The imported organizers will be linked to the Accounts in cases that we found a match between the Client ID in the filename and the External ID on the Liscio Account.
- Click into a Draft to preview the organizer.
- You can review the Source File PDF (imported organizer) and the questions.
Sending Organizers
- Have the Draft opened.
- Select a Recipient and Account.
- Multiple assignees can be added by selecting add another...
- Select the Due Date.
- Click Send at the bottom.
Clients will immediately receive an email notification where they can login and see the organizer on their To Do List! Clients will receive further notifications the day before the Request is due, the day the Request becomes overdue, and every following Wednesday it's overdue.
Bulk sending is coming in a future update.
Contact Us
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