Answered
Ability to add Category to Documents uploaded into Gather by Client, or by Preparer
When a client, or us as a preparer, uploads a document into Gather, it would be great if we could add a "Category" if there is no matching document in the DRL. The sample client below provided a 1098 that was not on return last year - would be nice to put it in the "Itemized Deductions" category. See highlighted item below:
Comments
Hello Vicki,
Thank you for your feedback! We have submitted this as an enhancement request to our Development team. These requests are reviewed and, if accepted, will be implemented. These changes can take some time to complete.
Please sign in to leave a comment.