Annie M.
Articles
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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...
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CCH® ProSystem fx® Best Practices for Printing Organizers for Gather
This article contains information about using CCH® ProSystem fx® organizers with Gather. Follow these guidelines for an optimal experience. For information on how to prepare batch organizers, see U...
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Married Filing Jointly Gather Requests
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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Lacerte® Print Settings for Organizers and Engagement Letters for Gather
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...
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GoSystem® Tax RS Best Practices for Printing Organizers for Gather
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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Settings: Saved Messages
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...