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Delivered Gather Report Overview

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Annie M.
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This article provides an overview of the Delivered and Undelivered Batch dashboards in Gather. 

Delivered and Undelivered.png

Bulk Action Items

These actions can be performed on multiple Gather requests at the same time. 

Send Reminder

You can manually send a reminder to the client so that they can sign their document(s), complete their organizer, or upload source documents. The reminder email is delivered immediately. You can also adjust scheduled automated reminders. 

Reminders are not delivered for items marked as completed or closed. 

Send Reminder Now

  1. Check the box to the left of the client's name.
  2. Click Send Reminder.
  3. Check Gather Reminder to send a reminder for all outstanding tasks. 
    • The notification will specify which tasks the client needs to complete. 
  4. Click Send to deliver the reminder. 

Delivered Gather Report Overview – SafeSend GatherSend reminder.png

Schedule Automated Reminder

Please note:

When the Send Reminder > Schedule Automated Reminder option is selected, it displays your firm's default settings. It does not display the current settings for that Gather request. Use the Action menu to view the current settings for a specific client. 

  1. Check the box to the left of the client's name.
  2. Click Send Reminder above.
  3. Click Schedule Automated Reminder. 
  4. Check Gather Reminder to enable reminders.
    • The reminder notification will specify which tasks the client needs to complete. 
  5. Click the Send a reminder every. . . drop-down to select how often reminders are sent to the client. 
  6. Click Save to save any changes made. 

Schedule automated reminders.png

Download

You can download completed e-file forms, organizers, and uploaded source documents. The files are downloaded into a .ZIP file. Depending on your My Settings selections, the documents are either downloaded to your PC or to the My Downloads folder in your profile menu. See our Downloading Multiple Files at Once article for more information. 

  1. Check the box to the left of one or more client names.
  2. Click Download to download signed documents, the completed organizer, and uploaded source documents. 

Change Status

Changing the status of an engagement letter or organizer updates the status to MANUALLY SIGNED or MANUALLY COMPLETED, respectively. This indicates the client provided the completed engagement letter or organizer outside of Gather. 

  1. Check the box to the left of the client's name.
  2. Click Change Status to open the Change Status to Manual process window. 
  3. Click the checkbox next to the statuses to be updated. 
  4. Click Save to update the selected statuses. 

Archive & Restore

You can move completed Gather requests to help keep your Reports section more organized (recommended). You can also restore a document from the Archived section if necessary. 

Archive

  1. Check the box to the left of the client's name.
  2. Click Archive above.
  3. Click Confirm to move the Gather request to the Archived section.
    • Note: All scheduled reminders are turned OFF for archived Gather requests. 

Restore

  1. Navigate to the Archived section in the left panel. 
  2. Check the box to the left of the client's name.
  3. Click Restore above.
    • Note: Previously scheduled reminders are turned ON for restored Gather requests. 
  4. Click Confirm to move the Gather request back to the Delivered section. 

Delete & Restore 

When a Gather request is deleted it is placed into the Recycle Bin, where it can either be restored or permanently deleted. Permanent deletion is not recommended. 

Delete

  1. Check the box to the left of the client's name.
  2. Click Delete above.
  3. Click Confirm to move the Gather request to the Recycle Bin.
    • Scheduled Reminders are turned OFF for the deleted Gather request.  

Restore

  1. Navigate to the Recycle Bin section in the left panel.
  2. Check the box to the left of the client's name.
  3. Click the Restore button above.
    • Note: Previously scheduled reminders are turned ON for restored Gather requests. 
  4. Click Confirm to move the return back to the Delivered or Archived section. 

Close/Open by Firm

This option allows you to close or re-open a Gather request. 

Important

  • If a Gather request is re-opened, the client receives an email notification requesting they update the Gather request. 
  • If the client attempts to open a closed Gather request, they see the following message:
  1. Check the box to the left of the client's name.
  2. Click Close/Open by Firm.
    • If the Gather request was closed, it is re-opened and the status is changed to Delivered or Questionnaire Completed. 
    • If the Gather request was open, the status is changed to Closed by Firm.
  3. Click Confirm. 

Filter and Export

Refresh

  1. Click the Refresh icon to refresh the report to reflect any recent changes.

Filter

Type into the column headers or select an option from the column header drop-down to filter Gather requests. Click the arrows at the top of the column to sort in ascending/descending order. You can also save, apply, or clear all filters. 

  1. Use the Column Headers to filter the report OR
  2. Click the Filters drop-down to Apply, Save, or Clear Filters.

Column Options 

The column display can be edited to suit your needs.

  1. Click the Colum Options button.
  2. Click the toggle to turn a column on or off (display or do not display column). 
  3. The Client ID column cannot be disabled. 
  4. Drag and drop the columns to reorder them. This also reorders them on your Delivered dashboard. 
  5. Click Save to save any changes made. 

Export to Excel

  1. Click Export to Excel to export the current filtered report into a CSV file.

Action Menu

Download 

Source Documents

  1. Click the Download button to open the Download Documents window. 
  2. View the client's upload progress. 
  3. Click the Requested Files drop-down to categorize the document (optional). 
    • When the Requested Files drop-down is manually updated, the category is removed. 
  4. Click the ellipses(...), then click Delete to delete the uploaded document. 
  5. Click the Preview button to see a preview of that document. 
  6. Click the Download button to download the document individually. 
  7. Click the Download Package button to download all uploaded source documents into a folder.
    • Download.png
  8. Click Upload to upload source documents to the Gather request.
  9. Click Download Merged File to download all uploaded source documents into 1 PDF.

E-sign Documents and Organizer 

  1. Click the Download button to open the Download Documents window. 
  2. Click the e-Signed / Organizer tab. 
  3. Click the Filled Organizer Download button to download the filled organizer. 
  4. Click the Signed Documents Download button to download the signed documents.  
  5. Click the Download Package button to download the filled organizer and signed documents. 

Delete

  1. Click the Delete button to open the Delete Gather Request window. 
  2. Click Confirm to move the Gather request to the Recycle Bin. 
    • Scheduled Reminders are turned OFF for the deleted Gather request. 

More Action Items

Edit Client Info

  1. Click the More Action Items (...) icon.
  2. Click the Edit Client Info button to open a window to view and edit client information.
  3. Edit any information necessary. 
  4. Click Save to save any changes made. 

Modify Doc Request

Modify the current document request list for the Gather request. 

  1. Click the More Action Items (...) icon.
  2. Click Modify Doc Request. 
  3. Edit as outlined in the Processing a Gather request article. 
  4. Click Update to save your changes.

Report a Problem

This option allows you to send a report from a specific Gather request to our Support team. This provides them with additional Gather request details that may be useful for troubleshooting. 

  1. Click the More Action Items (...) icon.
  2. Click Report a Problem. 
  3. Enter a Description of the issue. The more details, the better. 
  4. Click Submit to send the report to our Support team.

Resend Access Link

  1. Click the More Action Items (...) icon.
  2. Click Resend Access Link to open the Resend Access Link window. 
  3. Click the Resend Access Link icon to resend the link to the selected client OR
  4. Click the Copy icon to copy the Gather request access link to your clipboard. 

Preparer Notes 

View, download or add internal notes to the Gather request for other firm users. This information does not appear on the taxpayer side. 

  1. Click the More Action Items (...) icon.
  2. Click Preparer Notes.
  3. Review existing notes OR
  4. Click Download to download the note(s) and activity log OR 
  5. Click Add Note to create a new note. 

Client View

The Client View option opens a new tab that displays the Gather request as the client sees it. You can see what progress has been made by the client.

Please note:

Pop-ups must be enabled for the new tab to open. 

  1. Click the More Action Items (...) icon.
  2. Click Client View. 
  3. Click the taxpayer or spouse's email address to open a new tab.

User Tracking

This option allows you to see the actions taken by the taxpayer and the firm. 

Client Tracking

This option allows you to see actions taken by the taxpayer. 

    1. Click the Action (...) menu.
    2. Click User Tracking.
    3. Click the Client Tracking tab. 
    4. Review client tracking events. 

Internal Tracking 

This option allows you to see actions taken by the firm. 

  1. Click the Action (...) menu.
  2. Click User Tracking.
  3. Click the Internal Tracking tab. 
  4. Review firm tracking events. 

Send Reminder

You can manually send a reminder to the client so that they can finalize any unfinished tasks. The reminder email is delivered immediately. You can also adjust scheduled automated reminders. 

Reminders are not delivered for items marked as completed or closed. 

Send Reminder Now

  1. Click the More Action Items (...) icon.
  2. Click Send Reminder.
  3. Check Gather Reminder to send a reminder for all outstanding tasks. 
    • The notification will specify which tasks the client needs to complete. 
  4. Click Send to deliver the reminder. 

Action- Send Reminder.png

Schedule Automated Reminder

Automated reminders are not delivered for Archived items or for items marked as completed or closed. 

  1. Click the More Action Items (...) icon.
  2. Click Send Reminder.
  3. Click Schedule Automated Reminder. 
  4. Check Gather Reminder to enable reminders.
    • The reminder notification will specify which tasks the client needs to complete. 
  5. Click the Send a reminder every. . . drop-down to select how often reminders are sent to the client. 
  6. Click Save to save any changes made. 

Action- Schedule automated reminder.png

Send to SPbinder

Client documents can be sent to SPbinder from the Delivered Gather dashboard. 

See our SPbinder Integration article for a full overview of this feature. 

Please note:

  • Ensure all relevant documents have been added before uploading to SPbinder. 
    • Each Gather request can only be submitted to SPbinder once; resubmission is not currently supported.
  • The Client ID for the Gather request must be unique; otherwise, the transfer will fail as a resubmission. 
  • Each document must be under 78 MB. 
  • Supported file types include .PDF, .xls, and .xlsx. 
  • Transfers related to 2022 and 2023 tax year documents may fail. Tax year 2024 and later documents are supported. 
  1. Click the More Action Items (...) icon.
  2. Click Send to SPbinder. 
  3. Edit the SPbinder Defaults as needed. 
  4. Click Send. 

View Access Code

The firm can generate an access code and provide it via phone or email to the taxpayer, if necessary. This code expires after 20 minutes, after it is used, or after a new code is generated. 

Gather Request

  1. Click the More Action Items (...) icon.
  2. Click View Access Code to open the Access Code window. 
  3. Click the Direct Document tab. 
  4. View the most current access code OR
  5. Click Generate Access Code to generate a new code for the taxpayer.

Client Portal

  1. Click the More Action Items (...) icon.
  2. Click View Access Code to open the Access Code window. 
  3. Click the Client Portal tab. 
  4. View the most current access code OR
  5. Click Generate Access Code to generate a new code for the taxpayer.

Close/Open by Firm

This option allows you to close or re-open a Gather request. 

Important

  • If a Gather request is re-opened, the client receives an email notification requesting they update the Gather request. 
  • If the client attempts to open a closed Gather request, they see the following message:
  1. Click the More Action Items (...) icon.
  2. Click Close/Open by Firm.
  3. Click Confirm. 

Reopen Gather Request

After the Gather request has been marked as completed by the taxpayer or spouse, it can no longer be edited. The firm can re-open the Gather request for editing using the Reopen Gather option. 

  1. Click the More Action Items (...) icon.
  2. Click Reopen Gather. 
  3. Click Confirm to allow the taxpayer or spouse to edit the Gather request again. 

Reopen Organizer

If the client clicks Next on the Organizer page and confirms the organizer is completed, they can no longer edit it. You can allow them to edit the organizer again using this feature. 

Please note:

This option is only available if the client marked the organizer as complete.

  1. Click the More Action Items (...) icon.
  2. Click Reopen Organizer. 
  3. Click Confirm to allow the client to upload documents again. 

Reopen Custom Questions

If the client clicks Next on the Answer page and confirms the questionnaire is completed, they can no longer edit it. You can allow them to edit the questionnaire again using this feature. 

Please note:

This option is only available if the client marked the questionnaire as complete.

  1. Click the More Action Items (...) icon.
  2. Click Reopen Custom Questions. 
  3. Click Confirm to allow the client to upload documents again. 

Unlock Gather Request

If a client fails to enter the proper access code three times, the Gather request is automatically locked. The Gather request unlocks automatically after 5 minutes, or a firm user can manually unlock the request. 

Please note:

This option is only available if the Gather request is locked. 

  1. Click the More Action Items (...) icon.
  2. Select Unlock Gather Request.
  3. Click Unlock Direct Document OR
  4. Click Unlock Taxpayer Client Portal. 

Undelivered Batch

The Undelivered Batch section displays Gather requests that were uploaded as part of a batch but had an error that was ignored. These Gather requests were not delivered. 

Please note:

Deleted items are not sent to the Recycle Bin. They are permanently deleted.

  1. Click Undelivered Batch in the left panel. 
  2. Click the Download button to download an Excel file. 
    • The file shows the error that occurred. 
  3. Click the Delete button to delete the line item. 

Additional Report Options

You can click certain areas of the Delivered report to see additional information. Any text that is blue can be clicked, as well as any link icon displayed in the report. 

Blue Text

  1. Click a Partially Signed status. 
  2. Review Signature Details, including who has and has not signed.
  3. Click a Downloaded status. 
  4. Review the firm's Download Details.

Link Icon

See a list of Names, Client IDs, and Email Addresses associated with this return in the Client Portal. This option also displays items outside of returns, like Extensions or Returns. 

  1. Click the Link icon next to the client's name.
  2. Review Connections.
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