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This article applies to:

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

Document request list overview

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Gather generates Document Request Lists based on the content of the uploaded organizer. These generated lists can be edited during processing or a template can be used instead. The document request list can also be edited after the request is delivered.
On the client side, the document request list is displayed. Gather AI attempts to recognize documents uploaded by the client.
AI-Generated Document Request List
Document types appear here that were automatically generated from the organizer. We recommend you look over the list and remove or add the types of document as needed.
note
CCH® Checklist organizer forms don’t currently generate document request list content.
Organizer forms must contain data to ensure that a document request list line item is generated.
  1. Go to the
    Request Documents
     section during processing.
  2. Select
    Remove
     for each document you don’t need to request.
  3. Select
    Add Due Date
     to assign a due date to the selected item.
    • Mark the checkbox for one or more items to select the due date option.
    • Select
      Add Due Date
      .
    • Select a
      Due Date
      .
    • Select
      Save
      .
  4. Select
    Delete All
     to remove all requested document types.
  5. Select
    Add Documents
     to add new document types manually.
    • Enter a
      Document Name
      .
    • Select a
      Category
      .
    • Select
      Add
       to save any changes.
  6. Mark
    Use a template
     to turn off the generated list and use your own template.
    • Refer to the following Document Request List Templates section for more information.
Document Request List Templates
Templates are pulled from the Exchange Request Templates. These can be used instead of the AI-generated document request list.
Create Template
note
Only System Administrators have access to the
Settings
 section in Exchange.
  1. Go to
    Exchange
    .
  2. Select
    Settings
    .
  3. Select
    Document Request
    .
  4. Select the
    Request Templates
     tab.
  5. Select
    Add Template
    .
  6. Add
    Template Name
    .
  7. Add
    Description
    .
    note
    This description appears to the recipient.
  8. Add
    Tax Year
     and
    Due Date
    .
  9. Select
    Add Documents
     to add more document types to the template.
  10. Select a
    Category
     from the dropdown.
  11. Enter a
    Document Name
    .
  12. Enter a
    Description
     (optional).
  13. Select
    Create
     to save the template.
Apply Template
  1. Go to the
    Request Documents
     section during processing.
  2. Mark the
    Use a template
     checkbox.
  3. Choose a template from the
    Select Template
     dropdown.
  4. Select
    Remove
     for each document you don’t need to request.
  5. Select
    Delete All
     to remove all requested document types.
  6. Select
    Add Documents
     to add new document types manually.
    • Enter a
      Document Name
      .
    • Select a
      Category
      .
    • Select
      Add
       to save any changes.
Import Document Request List
This feature is only available for entity requests. Entity organizers are not currently supported, so an AI-generated document request list can't be created. When a document request list CSV is used, uploaded documents won’t be automatically recognized and categorized on the taxpayer side.
After uploading the CSV, you can choose which column corresponds to the
Document Name
 and which column corresponds to the
Document Category
. There are no strict requirements for the CSV template.
  1. Select
    Import File
     to upload a CSV copy of your document request list.
  2. Drag files to this area to upload or select
    Choose File
    .
  3. Select the
    CSV contains header row
     checkbox if necessary.
  4. Select
    Next
    .
  5. Select the column header that corresponds to the
    Document Names
    .
  6. Select
    Next
    .
  7. Select the column header that corresponds to the
    Document Categories
    .
  8. Select
    Import
    .
Edit Document Request List
This feature lets you modify the current document request list for a delivered or archived Gather request.
  1. Go to your
    Delivered
     or
    Archived
     report.
  2. Select the
    More Action Items (...)
     icon.
  3. Select
    Modify Doc Request
    .
  4. Edit as outlined in the Process a Gather request article.
  5. Select
    Update
     to save your changes.
Client Side
Refer to the Client Experience: Gather on Mobile article to review how the process works on a mobile device. Documents can't be manually categorized from a mobile device.
These actions can be performed during the Upload step of the
Client Experience
.
A list of requested files is displayed to help you determine what documents are needed. After the documents are uploaded, our Gather AI application recognizes and categorizes many of the documents. It may take a few minutes for the process to complete. Uncategorized documents can be assigned to a line item request by you.
note
  • The following file types can be uploaded: PDF, DOC, XLS, TXT, PNG, and JPEG files.
    • Only PDF and image files go through document recognition with Gather AI.
  • File names must be 200 characters or less.
  • Encrypted or password-protected documents should not be uploaded and can't be previewed.
Upload Documents
  1. Drag and drop the file or select
    Choose File
     to upload.
    • Upload one or more documents.
  2. Review the Requested Files list.
    • A green checkmark indicates the requested form was uploaded.
  3. Hover over an uncategorized document to preview, edit, or delete it.
    • We recommend you use the
      Edit
       feature to categorize the documents before selecting
      Finish
      .
    • Refer to the following
      Categorize Documents
       section for more information.
  4. Review your upload progress.
  5. Select
    Save & Close
     to continue later or
    Finish
     to mark the upload process as complete.
    note
    Once confirmed, the client can continue to upload documents.
Categorize Documents
  1. Hover over an uncategorized document.
  2. Select the
    Edit
     icon.
  3. Select a pre-populated document type or
    Others
     to enter your own document type name.
  4. Select
    Update
     to categorize the document.
Recognized Document Types
The following document types are recognized by Gather when uploaded by the client and may be generated in the document request list depending on the content of the organizer. We plan to add more document types in the future.
Uploaded source documents must contain data to ensure they are properly recognized and categorized.
  • W-2
  • Brokerage Statements
  • K-1
  • 1099-K
  • 1099-INT
  • 1099-MISC
  • 1099-DIV
  • Form 1099A
  • SSA-1099
  • 1099-S
  • Consolidated 1099
  • 1099-G
  • 1099-Q
  • 1099-SA
  • 1099-B
  • 1098-E
  • 1098T
  • Form 2439
  • 1098
  • Forms 5498-SA
  • W2 G
  • Schedule C
  • RRB-1099
  • Estimated Tax Payments
  • Closing Statements
  • Social Security Compensation
  • Schedule F
  • IRA Contributions
  • Unemployment Compensation
  • Payments on Foreign Assets
  • Rental Income
  • 1095 A/B/C

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