Requests make it easy to collect the information you need from clients—ideal for onboarding, monthly close checklists, tax questionnaires, organizers, and return delivery. You can build a list from scratch or start with a standard template.
Standard Templates
Liscio offers multiple request templates (tax templates updated annually for upcoming tax season):
New Client Tax Organizer
New Schedule C
New Schedule E
New Schedule F
New Farm Rental [Form 4835]
Partnership Tax Info Request
Corporate Tax Info Request
S-Corporation Tax Info Request
Income Tax Questionnaire
Monthly Close Checklist
Custom Templates
Custom Request Templates can be tailored to your team (e.g., client onboarding by the service team) or to specific client needs (e.g., monthly close checklists by industry).
Once created, these templates are available for anyone in the firm to use.
How to Access Requests Templates
Select the Requests page in vertical (left-hand) menu.
Select the +Requests button in the upper-right corner.