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Our three organizer templates let you choose the right fit for each client. Use different templates across your client base to ensure the best experience for everyone. Select the options below that best align with your clients’ needs.
The tax organizer sets the tone for the rest of the tax process. Each of our templates were created to help you improve client response rates, increase satisfaction with your firm and save your team time and resources.
Download the Smart Organizer Comparison GuideThis is the ideal option for clients who just need to upload IRS source documents like W-2s or 1099s. These clients may also struggle with completing the form or may not need to provide the added information included in the questionnaire.
This is the default template because it covers the needs of 80-90% of your clients. This template includes opportunities to upload IRS source documents and a Smart Form that provides you with the right information for most business and personal tax clients while still improving client response rates by keeping it brief, intuitive and easy-to-complete.
This is for clients who regularly itemize every year, or otherwise require additional information. The template for this form includes additional sections for things like non-resident alien taxpayers, other income and adjustments and other credits and deductions. Clients can review detailed dependent information, confirm any Estimated Tax Payments projected from last year's filing, and access the Itemized Deductions section even if they didn't itemize previously.
We’re actively working on a few refinements during this Early Preview phase:
Single Schedule Limitation: For clients with multiple schedules, currently only the first schedule is pulled. Support for multiple schedules is in progress.
Lacerte 1098-E: File upload prompts are displaying prior-year values instead of the lender name.
Thank you for helping us test, and please reach out to support@liscio.me with any additional feedback!