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 as questionnaires), and engagement letters.
Organizer Options: Only Complete Organizers are supported. Other organizer types will not process when imported.
Headers: Ensure the page number is included on the organizer for successful processing.
Codes: Organizers should not be printed with codes. Be sure to uncheck Print with Codes in your Print Options.
PDF Print Driver Restriction: Organizers printed using a PDF print driver will not process correctly. This is because printing through a PDF print driver removes the ability to extract text from the document.
Auto-Matching Organizers to Clients:
Taxpayer Email Address: The email address listed in the organizer must match the Primary Email Address associated with the client in Liscio.
Client ID: Using the format '2023 Individual SMITH001 (SMITH, JOHN J.) Organizer.pdf,' where 'SMITH001' represents the client ID, the account will be automatically assigned if the client ID matches the External ID in the Liscio account.
Printing Tax Organizers from Lacerte
To print organizers compatible with Liscio from Lacerte, follow these steps:
Go to Clients to view your list of clients and ensure All Clients is selected.
Select the Tools tab at the top, then choose Organizer.
In the left navigation panel, select Print Paper Organizer.
If you see the Intuit Link Welcome screen, select Don't Show this again or Tell me later to proceed with printing organizers.
Select Complete Organizer.
Only Complete Organizers are supported for Liscio imports.
Under the Available Clients section, highlight the clients you want to print.
To select multiple clients, hold down the Ctrl key while selecting.
Select Add to move the highlighted clients to the Selected Clients section.
Set up your Organizer Options:
Organizer Pages: Choose how pages should be included:
Suppress: Omits the page even if prior year data requires it.
Force: Always prints the page.
When Applicable: Prints only if prior year data requires it.
Document Options: Select any additional documents to be included with the organizer.
After choosing your Document Options and Organizer Print Options, select OK.
Select Print.
Under Organizer Print Options, ensure Print page number is selected.
This is required for compatibility with Liscio imports.
In the Print To settings at the top:
Uncheck Printer
Check File (PDF)
Select OK.
Choose a location to save the PDF file.
Select Save.