Smart Tax Organizers
Smart Tax Organizers & GruntWorx
Streamline your tax preparation process by automating data collection and entry with Liscio's Smart Tax Organizers and GruntWorx! Liscio makes it simple for clients to provide their tax documents: Clients can upload documents from any device. The ...
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 ...
Smart Tax Organizer Template Options
Smart Tax Organizer Template Options Our three template options help you gather the right information from your clients without the confusing and overly-complicated traditional organizer process. See our options below and choose the right one for ...
Smart Tax Organizers: Troubleshooting Organizers That Didn't Process
As you import organizers into Liscio, be sure to carefully follow the printing instructions below to ensure successful processing: Bulk Printing Organizers from UltraTax Bulk Printing Organizers from Drake Bulk Printing Organizers from CCH Bulk ...
Exporting Smart Tax Organizers from Liscio
Using Liscio Requests, firms can send Smart Tax Organizers directly to their clients, customized from their tax vendor's organizer. Clients can complete these organizers directly within Liscio—the same platform they use to communicate with your ...
Organizer Worksheets for Business and Rental Property Income
With Liscio's Request feature, firms can import and send out Tax Organizers to Individual (1040) clients directly through Liscio! For clients with Business and Rental Property Income on their Tax Organizers from previous years, we state ""For us to ...
Business Organizers
With Requests, firms are able to send out their client's Individual Tax Organizers directly through Liscio, but many firms have asked us for the ability to send out Business Organizers as well. With that in mind, we've created a number of standard ...
Progress Bar Calculation
The Progress Bar percentage for Requests is calculated as: (Questions Answered) ÷ (Total Questions + Relevant Conditional Questions). Relevant Conditional Questions (or "child" questions) are included in the denominator if they apply based on the ...
Liscio Organizer Client Announcement Template
Prep your clients for a seamless experience this tax season! Share the guide below or use the attached template to assist them in navigating Smart Tax Organizers.
Bulk Printing Organizers from Lacerte
Important Notes Before Printing Page Limit for Pre-Organizer Content: The pages preceding the first page of the organizer (e.g., client demographic/personal information page) should not exceed 25 pages. This includes the cover letter, inserts (such ...
Bulk Printing Organizers from Intuit ProSeries
Important Notes Before Printing Organizer Options: Only Full Organizers are supported. Short Organizers will not process when imported. Page Limit for Pre-Organizer Content: The pages preceding the first page of the organizer (e.g., client ...
Bulk Printing Organizers from Drake
Important Notes Before Printing Page Limit for Pre-Organizer Content: The pages preceding the first page of the organizer (e.g., client demographic/personal information page) should not exceed 25 pages. This includes the cover letter, inserts (such ...
Bulk Printing Organizers from CCH
Important Notes Before Printing Page Limit for Pre-Organizer Content: The pages preceding the first page of the organizer (e.g., client demographic/personal information page) should not exceed 25 pages. This includes the cover letter, inserts (such ...
Smart Tax Organizers: Importing & Sending
Using Liscio Requests, firms can send Smart Tax Organizers directly to their clients, customized from their tax vendor's organizer. Clients can complete these organizers directly within Liscio—the same platform they use to communicate with your ...
Bulk Printing Organizers from UltraTax
Important Notes Before Printing Page Limit for Pre-Organizer Content: The pages preceding the first page of the organizer (e.g., client demographic/personal information page) should not exceed 25 pages. This includes the cover letter, inserts (such ...
Automated Client Matching for Returns & Organizers
Liscio matches the imported organizers and tax returns to the right Accounts by reading the client ID that populates the name of the organizer PDF when printed from your tax software. For this to work properly, you will have to match the External IDs ...
Smart Tax Organizer FAQs
What are Smart Tax Organizers? Client-friendly organizers that include automated follow-ups, guided completion, and work from any device. Personalized organizers based on last year's tax return that includes prior year information. Reduces the time ...