Not started page
The
Not started
page provides direct workflow initiation for automated Gather and Prepare workflows from a single page inside Tax Automation.Clients on the
Not started
page are ready for either of the following actions:- Submitting a gather engagement via the SafeSend Gather integration
- Uploading documents to begin SurePrep 1040 binder processing
note
Access to workflow pages and buttons are based on your firm's licensing and user permission settings. Contact your UltraTax administrator if you are missing access to workflow options you expected to be available inside of Tax Automation.
Client records on the Not started page
Not started
pageClient records appear on
Not started
page prior to becoming active in available workflows. Not started
clients are a subset of all clients inside Tax Automation, pre-filtered to include only:- An automated gather engagement hasn’t yet been created for that client (Gather workflow)
- The client moved fromNot startedto Gather, but the Gather engagement was later deleted.
- An upload documents request hasn’t yet been submitted for that client (Prepare workflow)
- The client record moved into an active binder processing state, but that binder was later deleted.
Once the client's 1st gather engagement is processed, or their documents begin processing, the record moves to the active workflow page.
As a reminder, all clients visible on the
Not started
page meet the eligibility criteria for Tax Automation, including:- The client has a 1040 return.
- The client is synced with ultratax.com.
- The client record is not password protected.
Workflow initiation options
Workflow initiation buttons are available before the
Not started
client grid. You can:- Create gather: Opens the Create gather engagement page.
- Upload documents: Opens the Upload documents page.
