Alyse H.
Activity overview
Latest activity by Alyse H.-
Alyse H. created an article, Settings: Client Instructions
Users can customize messages and instructions that the taxpayer sees as they make their way through the Gather request. Default messaging is provided for each section. Please note: Only System Adm...
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Alyse H. created an article, Settings: General
The General section allows you to update a variety of notifications and reminder preferences that can be applied prior to delivery. Please note: Only System Administrators have access to the Sett...
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Alyse H. created an article, Gather Requests In-Process
Before a Gather request is delivered to the taxpayer, it must processed. The main In-Process dashboard shows requests that have been uploaded, but not delivered. For information about uploading a...
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Alyse H. created an article, Processing a Gather request
Before a Gather request is delivered to the taxpayer, it must be uploaded and processed. The steps below outline how to upload, process, edit, and deliver a Gather request. Upload Gather Request ...