Answered
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
Comments
Hello Todd,
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.
Gather is still fairly new, so we are actively working to grow and expand our recognition engine for this product in the coming months.
Todd, I completely agree. We have the same concern. Should be a simple addition.
Now that would actually make Gather useful
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.
Please Please consider adding an Itemized Deductions section. We are answering SO MANY phone calls and emails asking what to do with these items!
Yes! Please add this feature as soon as possible. We are wasting far too much time assisting clients on this matter.
Yes! Please add this feature as soon as possible. We are wasting far too much time assisting clients on this matter.
This is an older thread, but I am currently testing Gather for the next tax season and I can already tell that this is going to be a pain point for my clients. In addition to the forms suggested in the initial thread, I would include K-12 tuition and expenses, medical and/or dental expenses. CCH lists the prior year amounts out on the tax organizer so I'm wondering if it would be possible for the Gather AI to recognize these in the document request list? Most of my clients have some of these items, and it would defeat the purpose for me to have to add them by hand. I know I'm going to get calls about this. Thank you so much!
Was just going to request to add this feature, and found this post. This is a much needed feature. I am currently having to add these items (personal property taxes, charitable donations, child care expenses, 529 contributions to name a few) to each DRL, which adds a lot of time.
Definitely agree on the itemized deductions section on the DRL. We would also request a tax payments section on the DRL We are having a lot of issues with trying to analyze what has been uploaded by the client. Very few source docs are matching with the DRL.
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