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This article applies to:

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

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.
  • 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.
  1. Select the
    Batch
     option.
  2. Select the
    New Gather
     button.
  3. Select an entity
    Engagement Type
    .
  4. Select a
    Template
     or
    Task Options
    .
    • Drag and drop the selected tasks to reorder them for the taxpayer.
  5. Select
    Get Started
    .
  6. 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.
  7. Select whether or not to include document request list files.
  8. 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.
  9. Drag and drop or select
    Choose File
     in the
    Select CSV File
     area to upload your CSV file.
  10. Select
    Submit
    .
  11. Drag and drop a file to upload or select
    Choose File.
    • Upload one of the document request list CSV files as a sample.
  12. Select
    Next
    .
  13. Mark the
    CSV contains header row
     checkbox if necessary.
  14. Select
    Next
    .
  15. Select the column header that corresponds to the
    Document Names
    .
  16. Select
    Next
    .
  17. Select the column header that corresponds to the
    Document Categories
    .
  18. 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
.
  1. Select the
    Batch
     option.
  2. Select the
    +
     button to display the contents of the batch.
    1. Select the
      Eyeball
       to preview the Gather request.
    2. Select
      Delete
       to delete the Gather request from the batch.
    3. Select
      More
       for additional options.
    4. Select
      View Client Information
       to view the client information for that Gather request.
    5. Select
      Report a Problem
       to submit a ticket to our Support team related to that Gather request.
  3. Select the
    Rocket icon
     to open and process the batch.
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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