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Alyse H.

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Recent activity by Alyse H.
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  • Settings: Client Instructions

    1. Getting Started
    2. Settings

    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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  • Settings: General

    1. Getting Started
    2. Settings

    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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  • Gather Requests In-Process

    1. Usage Guides
    2. Send Gather Requests

    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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  • Processing a Gather request

    1. Usage Guides
    2. Send Gather Requests

    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 ...

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