Uploading Entity Batch Gather Requests

This article describes the process for uploading batch Gather requests for entities. The document request list CSV feature is only available for entity requests.

Please Note:

• Entity organizers are not currently supported, so an AI-generated document request list cannot be created.
• Do not attempt to upload organizer PDFs when processing entity batch Gather requests.
• When a document request list CSV is used, uploaded documents will not be automatically recognized and categorized on the taxpayer side. 

Before you begin:

• Download a blank CSV template and fill out the CSV to include client information (required).
• Create a ZIP file that contains the batch's document request list CSV files (optional).
  • There is a size limit of 1 GB for the ZIP file.
  • There are no strict requirements for the CSV template.
  • After uploading the CSV, you can choose which column corresponds to the Document Name and which column corresponds to the Document Category.
  • Required document request list file naming convention: <File_Name> Entity_DRL <Client_ID> v
    • Example: Entity_DRL A12345 v
• Each Client ID in the client information CSV should have a corresponding file in the Document Request List Zip file. 

Additional CSV requirements

• Make sure that cells in the Client ID column are formatted as text before you enter data. This prevents Excel from inadvertently truncating numbers.
  • To prevent Excel from truncating Client IDs, see our Leading Zeros in CSV Template article.
• Do not add or delete any columns in the provided CSV template.
  • Client ID, Taxpayer First Name, Taxpayer Last Name, and Taxpayer Email Address are required fields. Other columns can be left empty.
• Do not have text in any cells other than the columns provided.
• Do not change the names of any headers in the CSV template.
• The Mobile Number field should contain numbers only, no dashes, letters, or other symbols.
• Country Code must be entered if Mobile Number is present. This field should contain numbers only, no dashes, letters, or other symbols.
• After saving the CSV file, do not reopen it prior to uploading it to Gather.

Submitting your batch

The document request list CSV feature is only available for entity requests. Entity organizers are not currently supported, so an AI-generated document request list cannot be created. 

You can choose to create a document request list CSV, use a document request list template during processing, or not include a document request list. 

1. Click the Batch option in the top left corner.
2. Click the New Gather button.
3. Select an entity Engagement Type.
4. Select a Template OR
5. Select Task Options.
   • Drag/drop the selected tasks to reorder them for the taxpayer.
6. Click Get Started.
7. In the batch upload screen, fill out the necessary information:
   • The Batch Name can be anything you choose to identify the batch in your firm's processing.
   • Select the ERO from the drop-down.
   • Select the Tax Year from the drop-down.
   • Select the Office Location from the drop-down.
8. Select whether or not to include document request list files.
9. Drag and Drop Or click Choose File in the Select Zip File area to upload your Zip file.
   • Only required if document request list CSV files are being used.
10. Drag and Drop Or click Choose File in the Select CSV File area to upload your CSV file.
11. Click Submit.
12. Drag and drop a file to upload or click Choose File.
    • Upload one of the document request list CSV files as a sample.
13. Click Next.
14. Click the CSV contains header row checkbox if applicable.
15. Click Next.
16. Select the column header that corresponds to the Document Names.
17. Click Next.
18. Select the column header that corresponds to the Document Categories.
19. Click Import.

Processing a Batch

When a batch upload is successful and is ready for processing, Gather sends a notification email to the uploader. The batch appears on the screen with a + button next to the Batch Name.

1. Click the Batch option in the top left corner.
2. Click the + button to see the contents of the batch.
   1. Click the Eyeball to preview the Gather request.
   2. Click Delete to delete the Gather request from the batch.
   3. Click the More option to see additional options.
   4. Click View Client Information to view the client information for that Gather request.
   5. Click Report a Problem to submit a ticket to our Support team related to that Gather request.
3. Click the Rocket icon to open and process the batch.
   • See our Processing a Gather Request article for more information. 

Info

If you see an Errors tab while processing your batch, it means that Gather encountered some problems during upload. You can try to correct each error by using the icon in the Action column. Some errors such as unrecognized file names (or that require corrections to the batch CSV file or ZIP file) require you to upload the batch again. Alternatively, you can ignore the errors and deliver anyway. These organizers will not be delivered and will be reported in the Undelivered Batch section. 

1. Click the Action button to correct the error OR
2. Click Ignore Errors to process anyway.