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Troubleshoot

Misplaced checkboxes fields

Missing or misplaced checkboxes or fillable fields typically indicate altered print settings, edits to the organizer, or an unrecognized page.
This can also affect what items are generated in your Document Request List during processing.
Review the following steps to correct the issue.
Check your print settings
Restore defaults
note
Ensure that only default fonts and margins are used. Any custom fonts or margins can cause misalignment.
Don’t add borders to your organizer. UltraTax® questionnaires do have a border by default, which is fine.
Make sure the default questionnaire hasn’t been edited. Questions can't be added or removed; this causes the checkboxes to be misaligned.
If you would like to customize the questionnaire, use the
Custom Questions
 feature instead.
The page size should be 8.5 X 11. Any other size will cause misalignment.
Recognized forms
Only 1040 organizers are currently recognized.
Organizers for tax year 2021 and later are currently recognized, except CCH® organizers, which also include the tax year 2020.
Most organizer forms should be recognized and have fillable fields. Notable exceptions include:
  • Due Diligence forms.
  • Custom forms.
  • Condensed organizers for Lacerte®.
  • Summary organizer for GoSystem®.
Contact Support
If you've tried the previous steps and the fillable fields are still misplaced, let our Support team know. Use the Report a Problem function in Gather, or reach us by phone or email.

This article applies to:

  • Product: safesend
  • Subject: AI
  • Audiences: Staff