As you import organizers into Liscio, be sure to carefully follow the printing instructions below to ensure successful processing:
Troubleshooting: Why did the Organizer not process?
Organizer Print Settings Need Adjustment: Follow the required settings and steps provided above to print organizers for seamless import into Liscio.
Printed with PDF Print Driver: Organizers printed through a PDF print driver removes the ability to extract text from the document.
Organizer may be Password Protected: Please export organizers without any password protection.
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 is a compressed/zipped: Check the file details in your File Explorer/Finder. If compressed, decompress and attempt again with the new PDF.
Organizer was imported in the wrong window: Ensure you upload in the correct window. There are specific import windows for tax organizers and tax returns.
Import tax organizers in the blue box on the left of the import screen that says "Smart Tax Organizers".