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Annie M.

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  • Married Filing Jointly Gather Requests

    1. FAQ
    2. User Side

    There are several scenarios in which the Gather request is delivered only to the taxpayer, delivered to the taxpayer and spouse at the same time, or delivered to the taxpayer first, then the spouse...

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    • 3 followers
    • 0 comments
    • 0 votes

  • Lacerte® Print Settings for Organizers and Engagement Letters for Gather

    1. Getting Started
    2. Print Settings

    This article contains information about the required print settings to use for Lacerte® organizers and engagement letters. For information on how to prepare batch Gather requests, see Uploading Bat...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • GoSystem® Tax RS Best Practices for Printing Organizers for Gather

    1. Getting Started
    2. Print Settings

    This article contains information about using GoSystem® Tax RS organizers with Gather. Follow these guidelines for a successful upload. For information on how to prepare batch organizers, see Uploa...

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    • 1 follower
    • 0 comments
    • 0 votes

  • Settings: Saved Messages

    1. Getting Started
    2. Settings

    Here you can add, preview, and change Saved Message templates, which are applied during processing. The taxpayer will see this message after they authenticate and before they review the Gather requ...

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    • 1 follower
    • 0 comments
    • 0 votes

  • Unlocking a Gather Request for a Client

    1. Usage Guides
    2. Delivered Gather Requests

    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...

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    • 2 followers
    • 0 comments
    • 0 votes

  • Downloading Multiple Files at Once

    1. Usage Guides
    2. Delivered Gather Requests

    Gather allows users to download multiple files (individual or batches) via a global Download button available at the top of the Delivered and Archived reporting sections. Important Gather can only...

    • Edited
    • 1 follower
    • 0 comments
    • -1 votes

  • Adjusting Reminder Settings

    1. FAQ
    2. User Side

    Reminders can help taxpayers remember to fill out their organizer, upload documents, and sign documents. These can be sent and adjusted in a few ways.  The default setting for reminders can be adju...

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    • 1 follower
    • 0 comments
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  • Supported Organizer Types for Gather

    1. Getting Started
    2. Onboarding

    This article contains an up-to-date list of organizer return types (and their generating tax software) that are recognized in Gather.  Important Unsupported documents aren't recognized. They will...

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    • 0 followers
    • 0 comments
    • 0 votes

  • Preparedness Guide

    1. Getting Started
    2. Onboarding

    Welcome to our step-by-step guide to prepare your firm for organizer season and make your experience with Gather easy and seamless.  Getting Started Review Your Print Settings CCH Axcess™ Best P...

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    • 3 followers
    • 0 comments
    • 0 votes

  • Leading Zeros in CSV Template

    1. FAQ
    2. User Side

    Excel tends to remove leading 0's in CSV templates. This can be an issue when adding Client IDs to the CSV template. The following steps will help you prevent this issue.  Warning: After you save ...

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    • 1 follower
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    • 0 votes