K-1 Distribution Client Experience

Tips for Navigating Your Gather Request (digital tax organizer process)

When you receive the email alerting you to your Tax Organizer (now called your Gather Request), click and you will be directed to your Client Portal. (To access your portal in the future, please click the button at the top of this screen.)

This year you can move seamlessly back and forth between the Gather Request sections; just click Save & Close to move to another section. When you have completed everything, please click Finish.

Once inside your Gather Request, please take a moment to read the Welcome Message for more tips to successfully navigate the process. New this year: you can choose to upload your tax documents into the Questionnaire or your Document Request List (DRL).

Your Gather Request has 3 sections:

1) Answer Questionnaire

–We are asking all clients to complete the Questionnaire digitally. Doing this allows your completed Questionnaire, as well as your Organizer and tax documents, to populate in your Client Portal, giving you unlimited access to everything for 7 years.

-You are able to upload your tax documents as work through the Questionnaire, or you can wait and upload everything in the next section (#2).

2) Upload Documents (aka: Document Request List (DRL))

-Your DRL is a customized list of documents we need to prepare your tax return, based on your prior-year return.

-Many clients prefer to upload all their tax documents here. Upload times can vary, depending on the file size of your documents.

-If you would like to print your DRL from a computer, click the printer icon at the top right of the window.

3) Complete Tax Organizer

-The Tax Organizer section is provided as a reference guide. This year some pages have been removed and topics are addressed within your Questionnaire. If you have a tax document that applies to an item in your Tax Organizer, just upload the form—there’s no need to enter the information.

-If you are completing your Gather Request on a phone or tablet, you will not be able to see or click Finish on the Tax Organizer.

-If you are using a combination process (digital Organizer + paper tax documents) to complete your Gather Request, be sure to indicate on the final page of your Organizer, under Notes to Preparer, that you plan to drop off or mail your Organizer & paper documents.

SafeSend Steve = Your Help Button

If you have any questions while working through your Gather Request, you can always click on the SafeSend Steve icon and ask him a question. If he doesn’t have the answer you need, please feel free to call the office at 614-891-5423.

For the smoothest operating experience, we recommend using Google Chrome.