With Liscio's Request feature, firms can import and send out Tax Organizers to Individual (1040) clients directly through Liscio!
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For clients with Business and Rental Property Income on their Tax Organizers from previous years, we state ""For us to prepare your rental schedule, you may upload a QuickBooks accountant's copy or backup file. If you use QBO, please message us through Liscio when your 2023 posting and reconciling is complete. If you have completed an organizer worksheet in the past, please request a fillable PDF be added to your Liscio portal."
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While many firms have these PDFs available, some do not. To assist, we're providing versions of these that can be downloaded and used by your firm if needed.
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If you have any questions, please reach out to your Liscio Account Manager or Liscio Support.