Unlocking a Gather Request for a Client

If a client fails to enter the proper access code three times, the Gather request is automatically locked. This is a security feature to prevent unauthorized access. When a Gather request is locked, an email notification is sent to the taxpayer and the firm.

The Gather request unlocks automatically after 5 minutes, or a firm user can manually unlock the request. 

How to Unlock a Gather Request

Please note:

This option is only available if the Gather request is locked. The unlock option will not appear if the user requests and successfully enters a new access code.

1. Navigate to the Delivered report. 
2. Locate the Gather request. 
3. Click the More Action Items (...) icon.
4. Select Unlock Gather Request.