Tags are used when uploading and organizing files. A Tag is necessary to identify and label a document. You can filter by Tags in your Files page to quickly find what you need.
- 1099
- 941
- 1099-Misc
- Accounting
- Agreement
- Audit
- Bank & CC Statement
- Bookkeeping
- Financial
- Invoice
- Miscellaneous
- Notice
- Payroll
- Payroll Tax
- Permanent
- Sales Tax
- Source Data
- Source Documents
- Statements
- Tax
- Tax Returns
- W-2
- W-4
- W-9
- Ask your accountant
- eDoc*
- Client Upload*
- Liscio Printer*
- Liscio Vault*
*System Generated - cannot be edited or removed
1. Go to the ellipses (three dots) in the lower left corner.
2. Click Admin.
3. Click Preferences.
4. At the top, click Tags.
Here, you can add Tags (+Tag), delete, sort order, and view how many files are associated with each tag.