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Delivered Gather report overview

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This article provides an overview of the

Delivered

and

Undelivered Batch

dashboards in Gather.

Bulk action items

These actions can be performed on multiple Gather requests at the same time.

Send Reminder

You can manually send the client a reminder to sign their documents, complete their organizer, or upload source documents. The reminder email sends immediately. You can also adjust scheduled automated reminders.

Reminders are not delivered for items marked as completed or closed.

Send Reminder Now

Mark the checkbox for the client's name.

Select Send Reminder

Mark Gather Reminder
to send a reminder for all outstanding tasks.

note

The notification will specify which tasks the client needs to complete.

Select Send
to deliver the reminder.

Schedule Automated Reminder

note

When the Send Reminder > Schedule Automated Reminder
option is selected, it displays your firm's default settings. It doesn’t display the current settings for that Gather request. Use the Action
menu to view the current settings for a specific client.

Mark the checkbox for the client's name.

Select Send Reminder
.

Select Schedule Automated Reminder
.

Gather Reminder
to turn on reminders.

The reminder notification will specify which tasks the client needs to complete.

Select the Send a reminder every. . .
dropdown to select how often reminders are sent to the client.

Select Save
to save any changes made.

Download

You can download completed e-file forms, organizers, and uploaded source documents. The files are downloaded into a ZIP file. Depending on your My Settings
selections, the documents are either downloaded to your PC or to the My Downloads
folder in your profile menu. Refer to our Downloading Multiple Files at Once article for more information.

Mark the checkbox for one or more client names.

Select
Download
to download signed documents, the completed organizer, and uploaded source documents.

Change Status

Changing the status of an engagement letter or organizer updates the status to MANUALLY SIGNED
or MANUALLY COMPLETED
, respectively. This indicates that the client provided the completed engagement letter or organizer outside of Gather.

Mark the checkbox for the client's name.

Select
Change Status
to open the

Change Status to Manual process

window.

Mark the checkbox for the statuses to update.

Select Save
to update the selected statuses.

Archive & Restore

You can move completed Gather requests to help keep your Reports
section more organized (recommended). You can also restore a document from the Archived
section if necessary.

Archive

Mark the checkbox for the client's name.

Select Archive
.

Select Confirm
to move the Gather request to the Archived
section.

note

All scheduled reminders are turned off for archived Gather requests.

Restore

Go to the Archived
section.

Mark the checkbox for the client's name.

Select Restore
.

Select Confirm
to move the Gather request back to the Delivered
section.

note

Previously scheduled reminders are turned on for restored Gather requests.

Delete & Restore

When a Gather request is deleted it is placed into the Recycle Bin
, where it can either be restored or permanently deleted. Permanent deletion is not recommended.

Delete

Mark the checkbox for the client's name.

Select Delete
.

Select Confirm
to move the Gather request to the Recycle Bin
.

note

Scheduled Reminders are turned off for the deleted Gather request.

Restore

Go to the Recycle Bin
section.

Mark the checkbox for the client's name.

Select Restore
.

note

Previously scheduled reminders are turned on for restored Gather requests.

Select Confirm
to move the return back to the Delivered
or Archived
section.

Close/Open by Firm

This option lets you close or re-open a Gather request.

note

If a Gather request is re-opened, the client receives an email notification requesting they update the Gather request.

If the client attempts to open a closed Gather request, they receive the following message: All closed organizers selected will reopen to allow taxpayer access. All open organizers selected will close to restrict taxpayer access. Do you wish to proceed?

Mark the checkbox for the client's name.

Select Close/Open by Firm
.

If the Gather request was closed, it is re-opened and the status is changed to Delivered
or Questionnaire Completed
.

If the Gather request was open, the status is changed to Closed by Firm
.

Select Confirm
.

Filter and Export

Refresh

Select the Refresh
icon to refresh the report to reflect any recent changes.

Filter

Enter text into the column headers or select an option from the column header dropdown to filter Gather requests. Select the column arrows to sort in ascending or descending order. You can also save, apply, or clear all filters.

You can also:

Use the Column Headers
to filter the report.

Select the Filters
dropdown to Apply
, Save
, or Clear Filters
.

Column Options

The column display can be edited to suit your needs.

Select the Colum Options
button.

Select the switch to turn a column on or off (display or don’t display column).

note

You can't turn off the Client ID
column.

Drag and drop the columns to reorder them. This also reorders them on your Delivered
dashboard.

Select Save
to save any changes made.

Export to Excel

Select Export to Excel
to export the current filtered report into a CSV file.

Action Menu

Review Progress

This feature lets you review and download source documents uploaded by the client, organizer documents, and e-signed documents.

Select the Review Progress
option in the Action
menu for the delivered item.

Review our Review Progress article for a full overview of this feature.

Delete

Select the Delete
button to open the

Delete Gather Request

window.

Select Confirm
to move the Gather request to the Recycle Bin
.

note

Scheduled reminders are turned off for the deleted Gather request.

More Action Items

Edit Client Info

Select the More Action Items (...)
icon.

Select the Edit Client Info
button to open a window to view and edit client information.

Edit any information necessary.

Select Save
to save any changes made.

Modify Doc Request

Modify the current document request list for the Gather request.

Select the More Action Items (...)
icon.

Select Modify Doc Request
.

Edit as outlined in the Process a Gather request article.

Select Update
to save your changes.

Modify Questionnaire

Modify the current custom questionnaire for the Gather request. Questions can be added, but can't be removed.

Select the More Action Items (...)
icon.

Select Modify Questionnaire
.

Go to the end of a section.

Select Add New Question
.

Enter and adjust the question.

Select Update
to save any changes.

Report a Problem

This option lets you send a report from a specific Gather request to our Support team. This provides them with additional Gather request details that may be useful for troubleshooting.

Select the More Action Items (...)
icon.

Select Report a Problem
.

Enter a Description
of the issue. The more details, the better.

Select Submit
to send the report to our Support team.

Resend Access Link

Select the More Action Items (...)
icon.

Select Resend Access Link
to open the

Resend Access Link

window.

Select the Resend Access Link
icon to resend the link to the selected client.

Select the Copy icon
to copy the Gather request access link to your clipboard.

Preparer Notes

View, download, or add internal notes to the Gather request for other firm users. This information doesn’t appear on the taxpayer side.

Select the More Action Items (...)
icon.

Select Preparer Notes
.

Review existing notes.

Select Download
to download the notes and activity log.

Select Add Note
to create a new note.

Client View

The Client View option opens a new tab that displays the Gather request as the client receives it. You can review progress made by the client.

note

Pop-ups must be enabled for the new tab to open.

Select the More Action Items (...)
icon.

Select Client View
.

Select the taxpayer or spouse's email address to open a new tab.

User Tracking

This option lets you review the actions taken by the taxpayer and the firm.

Client Tracking

This option lets you review actions taken by the taxpayer.

Select the Action
(...) menu.

Select User Tracking
.

Select the Client Tracking
tab.

Review client tracking events.

Internal Tracking

This option lets you review actions taken by the firm.

Select the Action
(...) menu.

Select User Tracking
.

Select the Internal Tracking
tab.

Review firm tracking events.

Send Reminder

You can manually send a reminder to the client so that they can finalize any unfinished tasks. The reminder email is delivered immediately. You can also adjust scheduled automated reminders.

Reminders are not delivered for items marked as completed or closed.

Send Reminder Now

Select the More Action Items (...)
icon.

Select Send Reminder
.

Mark Gather Reminder
to send a reminder for all outstanding tasks.

note

The notification will specify which tasks the client needs to complete.

Select Send
to deliver the reminder.

Schedule Automated Reminder

Automated reminders are not delivered for archived items or for items marked as completed or closed.

Select the More Action Items (...)
icon.

Select Send Reminder
.

Select Schedule Automated Reminder
.

ark Gather Reminder
to turn on reminders.

note

The reminder notification will specify which tasks the client needs to complete.

Select the Send a reminder every. . .
dropdown to select how often reminders are sent to the client.

Select Save
to save any changes made.

Send to SPbinder

Client documents can be sent to SPbinder from the Delivered
Gather dashboard.

note

Ensure all relevant documents have been added before uploading to SPbinder.

Each Gather request can only be submitted to SPbinder once; resubmission is not currently supported.

The Client ID for the Gather request must be unique; otherwise, the transfer will fail as a resubmission.

Each document must be under 78 MB.

Supported file types include PDF, XLS, and XLSX.

Transfers related to 2022 and 2023 tax year documents may fail. Tax year 2024 and later documents are supported.

Select the More Action Items (...)
icon.

Select Send to SPbinder
.

Edit the SPbinder Defaults
as needed.

Select Send
.

View Access Code

The firm can generate an access code and provide it via phone or email to the taxpayer, if necessary. This code expires after 20 minutes, after it is used, or after a new code is generated.

Gather Request

Select the More Action Items (...)
icon.

Select View Access Code
to open the

Access Code

window.

Select the Direct Document
tab.

View the most current access code.

Select Generate Access Code
to generate a new code for the taxpayer.

Client Portal

Select the More Action Items (...)
icon.

Select View Access Code
to open the

Access Code

window.

Select the Client Portal
tab.

View the most current access code.

Select Generate Access Code
to generate a new code for the taxpayer.

Close/Open by Firm

This option lets you close or re-open a Gather request.

note

If a Gather request is re-opened, the client receives an email notification requesting they update the Gather request.

Select the More Action Items (...)
icon.

Select Close/Open by Firm
.

Select Confirm
.

Reopen Gather Request

After the Gather request has been marked as completed by the taxpayer or spouse, it can no longer be edited. The firm can re-open the Gather request for editing using the Reopen Gather
option.

Select the More Action Items (...)
icon.

Select Reopen Gather
.

Select Confirm
to let the taxpayer or spouse edit the Gather request again.

Reopen Organizer

If the client selects Next
on the Organizer
page and confirms the organizer is completed, they can no longer edit it. You can let them edit the organizer again using this feature.

note

This option is only available if the client marked the organizer as complete.

Select the More Action Items (...)
icon.

Select Reopen Organizer
.

Select Confirm
to let the client upload documents again.

Reopen Custom Questions

If the client selects Next
on the Answer
page and confirms the questionnaire is completed, they can no longer edit it. You can let them edit the questionnaire again using this feature.

note

This option is only available if the client marked the questionnaire as complete.

Select the More Action Items (...)
icon.

Select Reopen Custom Questions
.

Select Confirm
to let the client upload documents again.

Unlock Gather Request

If a client fails to enter the proper access code three times, the Gather request is automatically locked. The Gather request unlocks automatically after 5 minutes, or a firm user can manually unlock the request.

note

This option is only available if the Gather request is locked.

Select the More Action Items (...)
icon.

Select Unlock Gather Request
.

Select Unlock Direct Document
or Unlock Taxpayer Client Portal

Undelivered Batch

The Undelivered Batch
section displays Gather requests that were uploaded as part of a batch but had an error that was ignored. These Gather requests were not delivered.

note

Deleted items are not sent to the
Recycle Bin
. They are permanently deleted.

Select Undelivered Batch
.

Select the Download
button to download an Excel file.

note

The file shows the error that occurred.

Select the Delete
button to delete the line item.

Additional Report Options

You can select certain areas of the Delivered
report to review additional information. Select any blue text or link icon in the report for more details.

Blue Text

Select a Partially Signed
status.

Review Signature Details
, including who has and hasn’t signed.

Select a Downloaded
status.

Review the firm's Download Details
.

Link Icon

Refer to a list of Names, Client IDs, and Email Addresses associated with this return in the Client Portal. This option also displays items outside of returns, like Extensions or Returns.

Select the Link
icon for the client's name.

Review Connections
.

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Delivered Gather report overview

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