Annie M.
Articles
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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. Entity organizers are not currently...
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Error on Upload
A personal information page is required when uploading an organizer to Gather. If this page is not included, you will see an error status when uploading. CCH®, GoSystem®, and Lacerte® Check your ...
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Settings: Gather Template
In this section, you can create multiple Gather templates for different client types. These templates determine what items are and are not included in the Gather request and is selected when you st...
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Document Request List Overview
Gather generates Document Request Lists based on the content of the uploaded organizer. These generated lists can be edited during processing or a template can be used instead. The Document Request...
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User Permissions for Gather
Administrators, Partners, and Staff have access to Gather by default. For other users, their permissions must be updated to include Gather. Please note: Only System Administrators have access to ...
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Default Download Options for Gather Requests
Users can configure the default behavior of documents they choose to download. Options include saving immediately, queuing a download to a personal My Downloads area, and being asked for the proper...
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Organizer Font Settings for CCH Axcess™
It is important to use default font settings when printing organizers. Unique fonts can cause alignment issues, which can shift the placement of fillable boxes and checkmarks. The menu navigation ...
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Check Boxes or Text Boxes Misplaced
If you or your taxpayer notices that check boxes or fillable text boxes are missing or misplaced, generally this indicates the print settings were altered, the organizer was edited, or the page in ...
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Placing Checkboxes and Radio Buttons
Checkboxes and radio buttons can be added to an Organizer page and/or E-Sign Documents during processing. Please note: For batch Gather requests, this option is not available. Follow the instruc...
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CCH Axcess™ Best Practices for Printing Organizers for Gather
This article contains information on print settings for CCH Axcess™ organizers for Gather. Follow these guidelines for an optimal experience. For information on how to prepare batch Gather requests...