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Allow us to choose which organizer pages will be sent in Gather batches
When we are sending Gather in batches, allow us to pick and choose which pages of the organizer to send to the client. Right now it is only available when sending a single Gather.
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That is an excellent suggestion, Trish! I've added this to our list of enhancement requests reviewed by our internal teams for potential addition in future updates.
Our problem is on the Schedule C, E, F clients. We want to only include those pieces of the Organizer since the GRL does not include that info.
We would like to be able to add these schedules as well.
We are suggesting a possible solution for Sch C and Sch E.
For example, we have a client with several rental properties. Each rental property address has its own Schedule E. Can Gather recognize each Schedule E by address, and request a document (this could be a PDF, Excel spreadsheet or QB file) from the taxpayer for each Schedule E? Gather would have a Category on the DRL titled – Schedule E. There would be a line item for each Schedule E address under the category. This would allow Gather to “remind” the taxpayer of information we need to complete their tax return. If the taxpayer has 5 rental properties, there would be 5 line items, by address, under the Category - Schedule E (like Gather currently does for K-1s). The taxpayer would be able to upload their document under each Schedule E line item. Gather does not need to “read” the document.
Could this also be done for Schedule C’s? We have clients that have more than one Schedule C on their tax return.
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