Adding Itemized Deduction Category In Gather

I would like to request that you incorporate an "Itemized Deduction" category with in the Document Request List. As the majority of 1040 filers have forms that could be uploaded here. It's a basic part of the tax return gathering process and find it hard to believe this hasn't been incorporated yet already.

-Real Estate Tax Forms

-Mortgage Form 1098 Forms

-Charitable Contribution information

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Comments

6 comments
  • Todd, I completely agree. We have the same concern. Should be a simple addition.

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  • Now that would actually make Gather useful

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  • I agree. I have to spend too much time adding missed documents to the request list. SafeSend needs to ask for volunteers to test new features before they roll them out to all customers. 

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  • Please Please consider adding an Itemized Deductions section. We are answering SO MANY phone calls and emails asking what to do with these items! 

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  • Yes! Please add this feature as soon as possible. We are wasting far too much time assisting clients on this matter.

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  • Yes! Please add this feature as soon as possible. We are wasting far too much time assisting clients on this matter.

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