UltraTax Export

UltraTax Export

  1. Click Utilities and select Client Listing Reports. 
  2. Set report type to Client Contact.
  3. Check the box Include all contact phone numbers (export only).
    mceclip0.png
  4. Click Continue.
  5. Under Focus, check boxes for 1040, 1120, 1165, 1041, Other.
  6. Click Select All.
  7. Click Export.
  8. Check box to Include Column Headings.
  9. Click Save.

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.

    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • Tax Organizers: Troubleshooting Organizers That Didn't Process

        Using Requests, firms can send Smart Tax Organizers, customized from their tax vendor's organizer, directly to their clients through Liscio. Instead of directing clients to an external site or program to complete the organizer, they can conveniently ...

      • Tax Return Delivery: FAQs

        Tax Return Delivery provides your tax clients an online, mobile, and guided option for reviewing and signing their tax return that’s as simple as it is effective, keeping you IRS-compliant while eliminating all non-billable time otherwise spent ...

      • Liscio Tax Return Delivery Client Announcement Template

        With the release of Liscio's Tax Delivery feature, your may wish to communicate changes to how your firm will be delivering tax returns this coming tax season. Attached are a template and image options. By communicating the changes in how your firm ...

      • Sending Tax Questionnaires through Requests

        Requests allow you to easily get the information you need from your clients. This feature is perfect for sending Tax Questionnaires to your clients. You can accomplish this in a few different ways. Sending our Standard Tax Questionnaire Template ...

      • Liscio Organizer FAQs

        Liscio Organizers: Need to Know You asked for it. We listened! Firms can now send their customized Tax Organizers through Liscio, utilizing our Requests feature. By sending them in this way, firms will: Provide a client-friendly way for their ...