Create SafeSend Gather engagements for Tax Automation
Overview
Tax Automation Gather offers a First Look at automated gather engagement creation, including the ability to send an automated gather engagement to an eligible client. The automated gather experience simplifies creation and delivery of SafeSend Gather engagements from directly inside your session of UltraTax CS.
note
- Connecting to a SafeSend Gather-licensed company is a requirement to access Gather functionality. Learn more about how to set up integration with SafeSend.
- A gather template needs to already be in the SafeSend product settings before you begin the Tax Automation Gather workflow. Templates containing Sign documents tasks are not listed in Gather first look. Ask custom questions, Request documents and Send organizer are included. If you don’t get the template you need, check with your SafeSend administrator.
Initiate the Gather workflow
- Sign in to UltraTax CS 2025 and select theTax Automationbutton.
- An empty state may appear if no clients exist yet.
- Your firm's first automated gather engagement can be initiated from theNot Startedpage.
- Additional new gather workflows may begin from eitherNot startedorGatherpage.
Create new engagement page
On the
Not started
page, select Create gather
to open the Gather workflow. After the Create New Engagement
page opens, proceed to select and review the required details:- Search and select your client to send a gather engagement.
- Select a SafeSend Gather template that includes the intended tasks.
- If applicable, 7216 consent confirmation is available from this page as well.
- Before submitting the Gather request, verify client and template selections.
- SelectSubmitto begin automated gather engagement creation.
What happens next
After you submit a new gather through Tax Automation, the client organizer PDF is automatically printed and sent to SafeSend. From there, SafeSend delivers the gather engagement to your client and your client receives an email notification with further instructions as it works today.
Following automated gather engagement delivery, the associated client record will no longer appear on the
Not started
page and will instead appear on the Gather
page. A success notification may appear briefly to verify that a new gather engagement has been delivered to your client. Similarly, processing alerts will be surfaced to you in case of any create gather error.Selecting
Gather
from the left panel reveals a client list that shows your delivered gather engagement records and statuses. Each client record on the Gather page represents a unique gather engagement ID, similar to the SafeSend Gather delivered report. The Actions
menu on the Gather page is available for further interactions with client gather engagement records.Create gather
Selecting create gather on an existing gather engagement record provides convenient access to create an additional gather engagement for the same selected client.
Go to SafeSend Gather delivered report
From the
Actions
column in the Gather client grid, you can go directly to SafeSend Gather to manage all engagements, including those created outside of Tax Automation Gather.- In the Gather client grid, locate the client record.
- In the Actions column, selectGo to SafeSend Gather delivered report.
- SafeSend Gather opens to provide additional details about delivered engagements.
Delete gather
You can delete a gather engagement record by selecting the
Actions
menu and selecting Delete
on any client record. You will get a confirmation message before deletion is finalized.Deleting an automated gather engagement inside of Tax Automation removes the gather record from Gather client grid as well as the SafeSend Delivered gather report.
While SafeSend lets you restore deleted engagements from the recycle bin, restoring the engagement doesn’t restore the associated record in Tax Automation.
