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 demographic/personal information page) should not exceed 25 pages. This includes the cover letter, inserts (such as questionnaires), and engagement letters.
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_23o_FC.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 Organizers from Intuit ProSeries
Open the organizer for the client that is to be printed.
From the File menu, select Print.
Under Print To: choose File (PDF).
Check the box labeled Print Full Organizer Client Copy.
Set the desired number of copies to print.
Click Print.