How Liscio Matches Organizers and Tax Returns
Liscio matches imported organizers and tax returns to the correct Accounts by reading the client ID embedded in the organizer PDF when printed from your tax software. For accurate matching, the External IDs in Liscio must correspond to the IDs used in your tax software.
Automated Client Matching via Email
Liscio also offers Automated Client Matching using email matching:
When using email matching, Liscio will automatically match one Contact to one Account (1:1 matching).
If a Contact is associated with multiple Accounts, the system will not auto-select an Account.
Email matching is available for:
All tax returns
Drake and CCH organizers
The system will always attempt to match using both the External ID and the email address to ensure accuracy.
Updating the External ID in Liscio
You can find the External ID column in the Accounts page. These are the values that will need to match what you have in your tax software.
How to Edit an External ID
Select the Account you want to update.
Navigate to the Details tab.
Select the ellipsis (three dots) next to the Client Service Team (CST) button and select Edit Account.
Enter the correct value in the External ID field.
Select Update Account to save your changes.
When importing into Liscio, the ID in the PDF's name will be searched within Liscio and one of three situations can occur.
1. No ID match in Liscio
If the ID in the file name has no match in Liscio, you will see the following:
Here you can Select Assignee and choose the Account and Contact this is meant for, and Liscio will update the account's External ID automatically once you click send.
2. Account with Multiple Contacts
If the ID matches an account that has more than one contact, you'll see the following:
Selecting Select Assignee will allow you to choose one recipient from that account.
3. Account with Single Contact
This is the simplest one as the file will automatically match it to the contact, and you can send it out right away (if the draft looks good).