Gather status tracking
The Gather grid displays delivered Gather engagements that were created within Tax Automation.
The following columns will appear in the Gather client grid once a Gather engagement has been created.
note
Engagements created outside of Tax Automation won’t appear in the grid.
Gather client grid columns
Column | Description |
|---|---|
Client Name | Client records associated with a delivered Tax Automation gather engagement |
Client ID | This is the UltraTax Client ID |
Email Address | This is the primary client email address in UltraTax |
Delivery Status | Shows the delivery state of the engagement |
Delivered Date | Shows the delivery date of the engagement |
CQ status | Indicates the Client Questionnaire status |
Organizer Status | Shows the organizer progress for the client |
Source Document Status | Shows the progress of document requests |
Requested Documents | Shows the number of documents added by the client and a percentage of the total documents requested |
Last Activity | Shows the most recent recorded action on the client engagement |
note
While the Tax Automation Gather page closely mirrors the statuses available in SafeSend, it doesn’t include all columns or statuses that are available in SafeSend.
Gather status descriptions
note
Delivered gather engagements that include all covered template tasks (custom questions, fillable organizer, and request documents) each will show related statuses. Any task not included in your selected template shows N/A for the corresponding task. The following table describes each Gather status and what it represents in the workflow.
CQ status
- Awaiting completion
- Partially filled
- Questionnaire completed
- Downloaded
- N/A
Organizer status
- Delivered
- Partially completed
- Completed
- Downloaded
- Dropped
- Manually completed
- Closed by firm
- N/A
Source document status
- Awaiting upload
- Uploaded
- Downloaded
- Finished
- Expired
