Tax firm
Counterparty Tags
Create and edit firm-wide tags that client counterparties can use for classification.
What this menu does
Give the firm one reusable tag catalog across client workspaces.
Where to find it
Tax Firm navigation: Settings → Counterparty Tags.
When to use it
- Create a new tag.
- Edit tag name, description, or status.
- Review the available tag catalog before assigning tags in a client workspace.
Before you begin
- Sign in to the Tax Firm portal.
- The account must be allowed to view this menu.
Page regions
- 01Tag list
- 02New/edit tag form
- 03Name and description
- 04Status
- 05Save/cancel actions
Supported operations
Create or edit a tag
- 1
Select New tag, or Edit an existing tag.
- 2
Enter the tag name, description, and status.
- 3
Save the tag.
- 4
Open a client counterparty to verify active tags are available for assignment when needed.
The firm-level tag catalog updates.
Business rules and fields
- Tags are defined at firm level and assigned to counterparties inside client workspaces.
- Disabling a tag controls future availability but does not silently rewrite historical audit facts.
States you may see
What happens next
- Client counterparties can use a consistent firm-managed classification catalog.
Common problems
The menu, client, or action is missing.
The employee role, client assignment, or current record status does not allow it.
Ask a firm administrator to verify the employee role and client assignment, then reopen the page.
A save or load action fails.
The session may have expired, validation may have failed, or the service is temporarily unavailable.
Refresh once, correct any field-level message, and retry. Keep the request identifier if the page provides one.