GoSystem® Tax RS organizer settings for Gather

Use these guidelines to configure your GoSystem® Tax RS organizer print settings for a successful upload to Gather. For information on how to prepare batch organizers, refer to Upload Batch Gather Requests.
Engagement letters
  • Don’t include engagement letters in your organizers. Print them to a separate PDF.
Print options
Batch processing
To use batch processing, name your GoSystem® Tax RS organizer and engagement letter files in the following formats:
  • Organizer name format:
    <Taxpayer Last Name>_<Taxpayer First Name>&<Spouse Last Name>_<Spouse First Name>_<Client ID>_<Tax Year>
    . For example:
    Smith_John&Smith_Jane_ABC123_2020
    .
  • Engagement letter name format:
    <Engagement Letter>_<Client ID>
    . For example:
    .
Questionnaire
  • Use the default questionnaire in GoSystem® Tax RS. Don’t customize it.
Social Security numbers
  • We recommend suppressing Social Security numbers when outputting a GoSystem® Tax RS organizer.