Customize Your Tags
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.
There are 29 default tags:
- 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
To create your own Tags or edit existing ones:
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.
Related article: Find and Replace Tags
Contact Us
Related Articles
Find and Replace Tags
The Find and Replace Tags tool is useful for a number of reasons. For example, when a client uploads multiple files and tags them incorrectly. Also, if you want to get rid of a Tag that is currently in use, you must replace the Tag before you can ...How to Add Tags to Multiple Files at Once
There are two ways to add Tags to multiple files at once in Liscio. For new files: Click +Add New. Click File. Add a Contact and Account. Attach multiple files. Add the file Tags. Click Upload. All of the files that have been uploaded will now have ...How to Add Tags to Multiple Files at Once
There are two ways to add Tags to multiple files at once in Liscio. For new files: Click +Add New. Click File. Add a Contact and Account. Attach multiple files. Add the file Tags. Click Upload. All of the files that have been uploaded will now have ...How to Edit File Tags
Click on the file name. Click the edit icon in the upper-right corner. Edit the name, tag, month, or year of the file. Click Save Changes. Related article: Editing Signed Letter Documents | Customize Your TagsHow to Remove Tags From Multiple Files at Once
Click the Files page on the left-hand navigation. Select all of the files to which you would like to remove Tags by clicking the checkbox next to the file name. Scroll to the bottom and click the Tag icon. Click Add and Remove Tags. Click the Tags ...