Organizers
Request Progress Bar Calculation
The percentage displayed in the Progress Bar for Requests is calculated as follows: Questions Containing Responses / Total Questions + Relevant Conditional Questions Relevant refers to any Conditional (a.k.a. "child") questions which should be ...
Liscio Organizer Announcement Template
With the release of Liscio's Organizer feature, your firm may wish to communicate changes in how you will be putting organizers into your client's hands this year. Here's a template that you can use to make sure your clients know what's going on, and ...
Bulk Exporting Organizers from ATX
Note: Pages coming before the first page of the organizer, client demographic/Personal Information page, should not exceed 25 pages. That includes a cover letter, inserts (questionnaires), and engagement letters. Organizers are matched to clients by ...
Bulk Exporting Organizers from Lacerte
Note: Pages coming before the first page of the organizer, client demographic/Personal Information page, should not exceed 25 pages. That includes a cover letter, inserts (questionnaires), and engagement letters. Organizers are matched to clients by ...
Bulk Exporting Organizers from Intuit Proseries
Note: Pages coming before the first page of the organizer, client demographic/Personal Information page, should not exceed 25 pages. That includes a cover letter, inserts (questionnaires), and engagement letters. Organizers are matched to clients by ...
Bulk Exporting Organizers from Drake
Note: Pages coming before the first page of the organizer, client demographic/Personal Information page, should not exceed 25 pages. That includes a cover letter, inserts (questionnaires), and engagement letters. Drake's Client ID is the client's ...
Bulk Exporting Organizers from CCH Axcess
Note: Pages coming before the first page of the organizer, client demographic/Personal Information page, should not exceed 25 pages. That includes a cover letter, inserts (questionnaires), and engagement letters. Organizers are matched to clients by ...
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 ...
Bulk Exporting Organizers from UltraTax
Important Settings Before Exporting PDF files need to have the External ID AFTER the underscore in the file name. A correct file name might look like: SMITH, JOHN & JILL_2023_Organizer_JSMI1234.pdf To make sure that your External ID is after the ...
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 ...
Matching Organizers with Clients
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 ...
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 ...