Organizers: Importing

Organizers: Importing

With Requests, firms are able to send Organizers from the most popular tax programs through Liscio to their clients. Rather than send your clients to another site or program to complete the organizer, they'll be able to answer those important questions in the same place they communicate with your firm! Even better, Liscio will condense the organizer based on the information provided in the previous year to create a tailored organizer for each client.

Below is a list of accepted tax software:
  1. UltraTax
  2. CCH
  3. Drake
  4. Lacerte
  5. ProSeries
  6. ATX




Importing a Single Organizer

  1. Click on the Requests page in the left-hand menu.
  2. Click the Import button in the upper-right corner.
  3. Browse or Drag and Drop the PDF organizer generated from the tax software.
  4. Click the blue Begin Upload button in the bottom-right corner.
  5. Optional: If you'd like to assign the draft to a different employee for review, click the drop down next to the Begin Upload button and change the owner.
  6. When you see the Upload complete, requests generation in progress... confirmation pop-up, click the blue Close button in the bottom-right corner.
  7. Navigate to the Drafts tab.
    1. Note: It make take a few minutes for the upload to complete processing. The draft will appear at the bottom of the list once finished.
  8. Click on the draft to open it
  9. Add a Request Title
  10. Add an Assignee, and then click the blue OK button.
    1. If Liscio finds an Account whose External ID matches the tax software's Client ID, an Assignee will be auto-populated.
      1. If the account has a single contact, Liscio will populate the Account and Contact.
      2. If the account has multiple contacts, Liscio will populate the Account and provide a filtered Contacts list to choose from.
    2. If Liscio does not find an Account whose External ID matches the tax software's Client ID, you will need to manually assign the Account and Contact.
      1. Once you send the organizer, the External ID of the assigned account will be updated with the tax software's Client ID. This will allow for auto-assigning during future tax seasons.
  11. Choose your Due Date.
  12. Click Send

Importing Organizers in Bulk

  1. Click on the Requests page in the left-hand menu.
  2. Click the Import button in the upper-right corner.
  3. Browse or Drag and Drop the PDF organizers generated from the tax software.
    1. Note: We recommend starting with batches of 10 and then increase to larger batches once comfortable with the process.
  4. Optional: If you'd like to assign the draft to a different employee for review, click the drop down next to the Begin Upload button and change the owner.
  5. Click the blue Begin Upload button in the bottom-right corner.
  6. When you see the Upload complete, requests generation in progress... confirmation pop-up, click the blue Close button in the bottom-right corner.
  7. Navigate to the Drafts tab.
    1. Note: It make take a few minutes for the uploads to complete processing. The drafts will appear at the bottom of the list once finished.
  8. For each draft: 
    1. Click on the draft to open it
    2. Add a Request Title
    3. Add an Assignee, and then click the blue OK button.
      1. If Liscio finds an Account whose External ID matches the tax software's Client ID, an Assignee will be auto-populated.
        1. If the account has a single contact, Liscio will populate the Account and Contact.
        2. If the account has multiple contacts, Liscio will populate the Account and provide a filtered Contacts list to choose from.
      2. If Liscio does not find an Account whose External ID matches the tax software's Client ID, you will need to manually assign the Account and Contact.
        1. Once you send the organizer, the External ID of the assigned account will be updated with the tax software's Client ID. This will allow for auto-assigning during future tax seasons.
    4. Choose your Due Date.
    5. Click Send

Once sent, organizers will move to the Open Requests tab where you can use the progress bar to track client responses.

    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
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