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Upload entity batch Gather requests

This article describes the process for uploading batch Gather requests for entities. The document request list CSV feature is only available for entity requests.

note

Entity organizers are not currently supported, so an AI-generated document request list can't be created.

Don’t attempt to upload organizer PDFs when processing entity batch Gather requests.

Using a document request list CSV prevents automatic recognition and categorization of uploaded documents on the taxpayer side.

Before you begin:

Download a blank CSV template and fill out the CSV to include client information (required).

Create a ZIP file that contains the batch's document request list CSV files (optional).

There is a size limit of 1 GB for the ZIP file.

There are no strict requirements for the CSV template.

After uploading the CSV, you can choose which column corresponds to the Document Name
and which column corresponds to the Document Category
.

Required document request list file naming convention: <File_Name> Entity_DRL <Client_ID> v

Example: Entity_DRL A12345 v

Each CSV Client ID must have a matching file in the Document Request List ZIP.

note

Make sure that cells in the Client ID column are formatted as text before you enter data. This prevents Excel from inadvertently truncating numbers.

To prevent Excel from truncating Client IDs, refer to Leading Zeros in CSV Template.

Don’t add or delete any columns in the provided CSV template.

Client ID, Taxpayer First Name, Taxpayer Last Name, and Taxpayer Email Address are required fields. Other columns can be left empty.

Don’t have text in any cells other than the columns provided.

Don’t change the names of any headers in the CSV template.

The Mobile Number field should contain numbers only, no dashes, letters, or other symbols.

A country code must be entered if a mobile number is present. This field should contain numbers only, no dashes, letters, or other symbols.

After saving the CSV file, don’t reopen it prior to uploading it to Gather.

Submitting your batch

The document request list CSV feature is only available for entity requests. Entity organizers are not currently supported, so an AI-generated document request list can't be created.

You can choose to create a document request list CSV, use a document request list template during processing, or not include a document request list.

Select the Batch
option.

Select the New Gather
button.

Select an entity Engagement Type
.

Select a Template
or Task Options
.

Drag and drop the selected tasks to reorder them for the taxpayer.

Select Get Started
.

In the batch upload screen, fill out the necessary information:

The Batch Name
can be anything you choose to identify the batch in your firm's processing.

Select the ERO
from the dropdown.

Select the Tax Year
from the dropdown.

Select the Office Location
from the dropdown.

Select whether or not to include document request list files.

Drag and drop or select Choose File
in the Select Zip File
area to upload your ZIP file.

Only required if document request list CSV files are being used.

Drag and drop or select Choose File
in the Select CSV File
area to upload your CSV file.

Select Submit
.

Drag and drop a file to upload or select Choose File.

Upload one of the document request list CSV files as a sample.

Select Next
.

Mark the CSV contains header row
checkbox if necessary.

Select Next
.

Select the column header that corresponds to the Document Names
.

Select Next
.

Select the column header that corresponds to the Document Categories
.

Select Import
.

Processing a Batch

When a batch upload is successful and is ready for processing, Gather sends a notification email to the uploader. The batch appears on the screen with a +
for Batch Name
.

Select the Batch
option.

Select the +
button to display the contents of the batch.

Select the Eyeball
to preview the Gather request.

Select Delete
to delete the Gather request from the batch.

Select More
for additional options.

Select View Client Information
to view the client information for that Gather request.

Select Report a Problem
to submit a ticket to our Support team related to that Gather request.

Select the Rocket icon
to open and process the batch.

Refer to Process a Gather request for more information.

note

If you get an Errors
tab while processing your batch, it means that Gather encountered some problems during upload. You can try to correct each error by using the icon in the Action column. Some errors such as unrecognized file names (or that require corrections to the batch CSV file or ZIP file) require you to upload the batch again. Alternatively, you can ignore the errors and deliver anyway. These organizers won’t be delivered and will be reported in the Undelivered Batch

section.

Select Action
to correct the error or Ignore Errors
to process anyway.

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Upload entity batch Gather requests

This article applies to: