GruntWorx is priced on a per-return basis, which lets firms use it for just a few client returns or across a larger number. 830. GruntWorx is well suited for accounting firms of any size; offering easy integration with a variety of tax programs including Drake. GruntWorx Populate takes manual data entry off your plate. Select the Form 8949/GruntWorx Trade option. o Does not include human validation or population of tax data. 1. GruntWorx also offers LITE products, which have a turnaround time of just minutes. In addition to an Organize PDF, you'll get. That being said, there are great resources provided by. 000. E stimate your costs on the GruntWorx website. Please call Sales for details, or you can use theCost. Worx. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. Reduce review time by only having summary information extracted. After submission, validate the Populate LITE data with a user-friendly application specifically designed by GruntWorx, then simply import that information into the tax return. GruntWorx Tax Automation and OrganizationGruntWorx LLCFrom the August 2019 reviews of tax document automation systems. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. GruntWorx pricing is calculated on a per-trade basis. with the option to select Trades. Completed. Purchase Amount Gain/Loss Box 6 Data – Cost Basis provided/not provided to the IRS Benefits Eliminates manual data entry of trade details to save hours—even days. If a Trades add-on turns out to require more GruntWorx Dollars than anticipated (so that the job cost exceeds the dollars you have available), you simply need to purchase additional. Trades Summary can be added on. If all documents in a job indicate Security Method: No Security and the job still fails, contact Drake Support (828-524-8020). See the GruntWorx section on the Dragonhead Support side for more request (Drake Support login required). 0 - Computer Software and Applications. quick reference for the ongoing use of GruntWorx Organize and GruntWorx Populate for use with CCH Axcess™ 1040 tax software. Unprecedented accuracy with GruntWorx’s patented Data validation services. pdf 1. Gruntworx. See the GruntWorx section on to Draft Support company for further information (Drake Support get required). user more flexibility to control cost. UNDERGRADUATE FULL-TIME TUITION(for students entering 2024-2025 academic year with 12-18 credit hours/semester) Undergraduate Tuition Guarantee. After submission, validate the Populate LITE data with a user. Self-Service Trade Details can be added on to Populate LITE for no extra charge and users employ the review tool to check and edit. Support. Reviewer Mary Girsch-Bock also gave GruntWorx high marks in the remaining categories: Paperless Workflow (4. 11 views, 0 likes, 0 loves, 0 comments, 0 shares, Facebook Watch Videos from GruntWorx: Interested in GruntWorx? Sign up for a free trial today and give it a try at no cost to you . Show More. Ask Your Own Tax Question. Organize LITE provides you with a bookmarked PDF and the Populate LITE product provides you with a data import file. Estimate your Gruntworx Purchase Price: Describe a model return that you'll be processing (you can define multiple returns) Enter the # of returns of each type you'll process Add. After submission, validate the Populate LITE data with a user-friendly application specifically designed by GruntWorx, then simply import that information into the tax return. Cost. Support@Drakesoftware. Speed. I’m looking for feedback from those who have used both, and. Highlight the job to be canceled. No more keying in tens, hundreds, or thousands of individual trade details. If chosen, a 100% premium will be added to the cost of the job, however, the job is guaranteed to be processed before non-expedited jobs. What you get: • Your client’s tax forms - identified, labeled and organized in the order of a 1040 and returned in a. Close Settings and refresh your browser. GruntWorxOrganize LITE. box. What you get: • Your client’s tax forms - identified, labeled and organized in the order of a 1040 and returned in a bookmarked PDF • A Pointsheet (spreadsheet) with all data extracted from the client source. 11044: GruntWorx - Missing Information and Data. > GruntWorx Populate makes use of the CCH Axcess Export/Import functions found within the tax software Considerations for. Completed — The upload to GruntWorx is complete but you have yet to download the completed job back to your computer. 2023. TIP: To fi nd the cost-per-client information for processing a return, click on the Job Status tab and uncheck the Hide downloaded jobs box. Drake Portals on the SecureFilePro TM domain provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. In the Status column of the GruntWorx Status dialog box, one of these statuses is listed: Failed — A transmission failure stopped the download. Get Gruntworks Discount Code and find Black Friday Coupons & Deals. of . The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. GruntWorx Organize automatically identifies, organizes and labels the scanned tax. A trades job is a vailable for return types 1040, 1041, 1120, 1120-S, and 1065 only. txtaxpro • 5 yr. Cost Basis Click into the first row of the Cost Basis column and use the down arrow key to verify cost basis amounts. • Run a Job Cost Report by selecting start and end dates and click-ing download report Inventory • Add or edit users in the Manage Users tab. • Run a Job Cost Report by selecting start and end dates and click-ing download report. TIP: To see GruntWorx account balance information and add funds to account, click on Add to Balance. Populate LITE is designed to give you the benefit of automating select data entry, but with a do-it-yourself product featuring a quicker turnaround time and lower cost. Start a Free Trial Today!Yes! GruntWorx Trade Details can be added to Populate LITE at no additional cost, and Trade Summary is included. If your tax practice is massive Form 1099s with hedge funds and grantor trust letters, don't bother. If chosen, a 100% premium will be added to the cost of the job, however, the job is guaranteed to be processed before non-expedited jobs. GruntWorx application with a status . Most people view these products only as a tool to automatically populate information into the tax return. TIP: The GruntWorx Agent will access the client tax file in UltraTax to retrieve the client’s proforma info and submit the job to GruntWorx IMPORTANT: If the GruntWorx Agent does not find the client SSN/s, the user will be asked to browse to a different data path. pending for 5 to 30 minutes. Add the amount to purchase to your cart. Submitted: 4 years ago. Check now for Today's best Gruntworks Promo Code: Save 30% Off On Your Order At GruntworksSee the GruntWorx section on the Drake Supporting site for more information (Drake Support login required). Wash sale, adjusted cost basis or other non-supported transaction not supplied for extraction. Scan all documents to PDF. Example of Report: 12 When the download is complete, go to Drake Documents and find your client. Trade Detail data imports easily from a GruntWorx-generated Microsoft Excel file into your tax software. After submission, validate the Populate LITE data with a user-friendly application specifically designed by GruntWorx, then simply import that information into the tax return. The job will not be charged. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. è To continue. CloseGruntWorx, LLC — GruntWorx 800-291-2136 Best Fit: Tax professionals who want a user-friendly way to quickly create organized andFCC Approves Superfast Wi-Fi Tethering reference for the ongoing use of GruntWorx to populate 1040 client tax forms into Lacerte™ 1040 tax software client files. Most returns cost less than $10 to send to Gruntworx in my office. Browse the recommended drivers, downloads, and manuals to make sure your product contains the most up-to-date software. Veteran-owned and operated, we always provide the absolute highest quality of service and guarantee your. GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in productivity. - GruntWorx Leverages applications you already use: Excel®, Adobe®Acrobat®, and your tax prep software . Drake users can get $40 free trial credit when activating their GruntWorx Account on the Drake Software website. Returns can be stored as PDFs, so you can email the return to your client. Job Costs are now available on each client’s row. Trades Summary can be added on. Organize LITE is a low-cost, entry-level solution that makes converting to a paperless office easy by including all the features and benefits of the standard Organize product, except there is no human validation. Every return you have submitted will be here, displaying the following information: client . Some reasons for missing data: More than one form on a single scanned page – At this time GruntWorx cannot validate both forms so it will take the first form with valid data. Please call Sales for details, or you can use the ; Store; button to access tools to help you estimate your needs. clients fill out. If your tax practice is massive Form 1099s with hedge funds and grantor trust letters, don't bother. How do I get started? New customers activate your account for a free trial, which includes a $40 credit to test out Populate. GruntWorx pricing is calculated on a per-trade basis. TIP: The GruntWorx Agent will retrieve the client’s proforma data from the client tax file in Lacerte and submit the job to GruntWorx. 5 Best Firm Fit Firms that want a user-friendly solution for receiving an organized and bookmarkedGruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. o The user receives an organized and bookmarked PDF • Organize . didn't purchase gruntworx but did get the portal, so far so good on that, but the organizers are only so-so. o Includes human validationTIP: To find the cost-per-client information for processing a return, click on the Job Status tab and uncheck the. If your company offers products and services to tax professionals, join industry leaders and exhibit at the IRS Nationwide Tax Forums to reach over 12,000 attendees. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. How to Set up a GruntWorx Account. . From what I’ve read, both SurePrep and GruntWorx offer a better product than any offerings bundled with tax software. Click here for more information. Click here!To select documents for uploading to GruntWorx, take the following steps: Open GruntWorx by clicking the icon on the toolbar of the Home window of Drake Tax. Visit How much does Drake tax software cost for nonprofits? Right now, Drake does not seem to offer any specials for nonprofits or charitable organizations. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. Management was so incredibly supportive and constantly available to answer any questions. 6059 ATTEND A WEBINAR Webinars are a great way to brush up on using GruntWorx and learn about any changes to. If the user declines, they are given the option to type the client SSN/s. All of your registration are show, include total job charges inches the Cost bar. Cost: GruntWorx is economical, especially when using the LITE products. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. quick reference for the ongoing use of GruntWorx to populate 1040 client tax forms into UltraTax CS™ 1040 tax software client files. Populate. GruntWorx pricing is calculated on a per-trade basis. 00/brokerage if adding to an Organize or Populate job, or at no extra cost with. Visit. GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in. GruntWorx is ampere secure, web-based application ensure automates and time-consuming missions are organizing your and entering he int Drake Tax. The GruntWorx system flags individual pages of your GruntWorx job and attaches a Customer Diagnostic Note (CDN) which are delivered to you via the diagnostic sheet. It provides you with an . The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. Lower cost with fixed price per Brokerage. Trades summary. This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. The trick of turning Gruntworx into a profit engine requires some explanation. black white green blue red orange yellow navi. Below Populate is an option to Expedite. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. CloseOffice VBA reference topicLearn the basics of Drake Software products with these short instructional videos. GruntWorx provides a diagnostic sheet or diagnostic notes that identify job issues. Populate. GruntWorx pricing is calculated on a per-trade basis. It provides you with an . It delivers scan speeds of up to 25ppm¹ for single-sided, double-sided and color documents, and it offers image optimization tools to enhance your materials. The newest solution from GruntWorx, Trades LITE, allows users to have the benefit of capital gains automation – without the cost. Client sends us documents either via client portal, email or in-person (rarely in-person). Worx. This is part of any job submitted to GruntWorx and returns a bookmarked PDF document to you. 14 GruntWorx sends all the processed files back to the GruntWorx folder within Drake Documents. Replace slow, outdated manual data entry of Brokerage Statements and 1099-Bs with Self-Service Trade Details. This tuition is fixed—it will not go up during a student’s time at Drake. Cost: GruntWorx is economical, especially when using the LITE products. GruntWorx Advantages. 12924: GruntWorx Trades - Not Enough GruntWorx Dollars for the Job. Wash Loss Click into the first row of the Wash Loss column and use the down arrow key to verify wash loss. Below are some alternatives with more reviews: 1. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. Cost Basis Click into the first row of the Cost Basis column and use the down arrow key to verify cost basis amounts. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. Reduce review time by only having summary information extracted. With no upfront costs, fees, or commitments, your GruntWorx package is a perfect fit–and any funds you add to your account will never expire as long as your account remains active. If Trade or Populate files in a former job were already imported into the Drake Tax Software, you should delete the screens populated (such as W2’s, 1099’s, 8949) before re-importing the Trade or Populate files in the new. Address. We’re working on a full tech reboot, and as part of that we’re considering using an OCR + human verification service. Only Consolidated Brokerage statements (Forms 1099-B) are supported for extraction. GruntWorx offers a calculator on its website that lets you calculate the cost of any job prior to submission so you’ll know what it will cost. Drake Gruntworx; Lacerte ProLine Tax Import; Thomson Reuters Source Document Processing;. Click the plus sign to open the client’s GruntWorx folder. Clear cookies. 1 Launch Drake Software. WithAn added SecureFilePro account (additional cost) makes it easy to back-up to the cloud for easy access. We do have organizers for Schedule C, E, etc. We do offer alternative options, Expedited Service as well as Populate LITE, which has virtually no turnaround time. Run reports on job prices See the price ofTo import a Trades job, take the following steps: From the return's data entry screen, click the Import button located on the toolbar. • Run a Job Cost Report by selecting start and end dates and click-ing download report. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. è To continue set-up,. A trades job is a vailable for return types 1040, 1041, 1120, 1120-S, and 1065 only. The Populate feature costs 75 cents per form. Grunt. Submit a Populate LITE with Trade Details job to automate Schedule D/8949 data entry. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. To select documents for uploading to GruntWorx, take the following steps:. Select Product Help for details each job type. To select documents for uploading to GruntWorx, take the following steps: Open GruntWorx by clicking the icon on the toolbar of the Home window of Drake Tax. Last month, we delved into the realm of self-service automation and examined…Read more › A quick and easy solution to automatically convert scanned tax documents into digital work papers that are organized, bookmarked and labelled. After submission, validate the Populate LITE data with a user-friendly application specifically designed by GruntWorx, then simply import that information into the tax return. Already a GruntWorx user? Drake users can purchase GruntWorx dollars by clicking on the “Add to Balance” link from within the Drake Tax Software in the GruntWorx application. xml dating file ensure can be imported into Drake Tax. For questions about GruntWorx purchases, including more specific information about costs or their refund policy, contact GruntWorx at (877) 830-6059 or review the GruntWorx website for additional options. When a Trades job is submitted, an Excel file is generated and returned from GruntWorx. We would like to show you a description here but the site won’t allow us. Run reports on job prices See the price ofGruntWorx. The estimated total pay for a Tax Data Entry Clerk at GruntWorx is $40,233 per year. with the option to select Trades. GruntWorx - A submission consists of one or more of these three products: Organize Default product. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. For questions about GruntWorx purchases, including more specific information about costs or their refund policy, contact GruntWorx at (877) 830-6059 or review the GruntWorx website for additional options. Visit. Upgrade your home office setup with this Brother compact desktop scanner. Supported Years. Discover when tax document automation makes sense for your firm, determine scanning accuracy needed to deliver time savings, and understand integration with current tax compliance software. A provides it with an . BILL YOUR CLIENTGruntWorx products helps you save time by handing off the “grunt work” of document organization and data entry to support staff. This option requires a PDF editor,. Cost. What you get: • A PDF of your client’s tax forms - identified, labeled and organized in the order of a 1040 and returned in a bookmarked PDFreference for the ongoing use of GruntWorx to populate 1040 client tax forms into GoSystem Tax RS™ 1040 tax software client files. Sales. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. $44. *New accounts receive $40 to try GruntWorx Free. Job Status. Drake GruntWorx. Canceled jobs can be viewed by un-checking the Hide downloaded jobs box:Last week, we noted that the IRS was going to celebrate National Small Business Week by issuing a series of press releases containing advice for the nation’s small business owners: you know, the sole proprietors, partnerships, pass-through entities, and independent…Read more ›Gruntworx is fantastic if you're looking for a quiet work environment performing repetitive tasks. They also have discounts if you. 00/brokerage if adding to an Organize or Populate job, or at no extra cost with Populate LITE. The cycle will continue no matter what. GruntWorx provides a comprehensive and integrated family of web-based products that automate client tax document retrieval, organization, data entry, and review. Make any. 6. GruntWorx, LLC, is a Drake Enterprises company and leader in cloud-based paperless tax workflow systems. This Brother compact desktop scanner's 20-page capacity auto document feeder and dedicated card slot make it easy. Using acceptable scan quality, you maintain an organized document back in minutes. GruntWorxOrganize LITE. Be sure to only download the new job, not the previous one that you want to replace. The firm I used to work for switched from Lacerte to Ultratax in 2014 and then back to Lacerte in 2019 (both times for cost savings reasons). GruntWorx Advantages. • Tabbing out of the last field on the last page opens the. Cost. USE THE GRUNTWORX CALCULATOR Determine the cost to process a job before submitting it with the easy-to-use GruntWorx calculator. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. (438) Avalara helps businesses of all sizes achieve compliance with sales and use, excise, communications, VAT other transactional tax requirements by delivering comprehensive, automated, cloud-based solutions that are fast, accurate, and easy to use. Trade Import Summary: GruntWorx Trades. The hours are very flexible (this location allows you to choose your own hours as long as you hit a minimum). The GruntWorx Trades spreadsheet file extracts the following trade details, as listed on the Consolidated Brokerage Statements: Quantity; Security Description; Purchase Date; Sale Date; Sale Amount; Purchase Amount; Gain/Loss; Box 6 Data – Cost Basis provided/not provided to the IRS; Benefits. o Includes human. tax preparation software package. Client’s file must be closed during this. Thank you for your feedback! NextPopulate LITE is designed to give you the benefit of automating select data entry, but with a do-it-yourself product featuring a quicker turnaround time and lower cost. 7 or later. Or, if you choose, you can cancel the job. Please call Sales for details, or you can use the ; Store; button to access tools to help you estimate your needs. TIP: To find the cost-per-client information for processing a return, click on the Job Status tab and uncheck the. Admin on the account, option to enable job cost display on Dashboard, get two-factor authentication code if needed and adjust account access permissions. Validated by GruntWorx when used with Organize or Populate. To find the cost-per-client information for processing a return, click on the . TIP: The GruntWorx Agent will retrieve the client’s proforma data from the client tax file in ProSystem fx and submit> In the top right-hand corner of the GruntWorx Dashboard, click Settings • Each time a user logs in, a notification displays information about the current tax year, news or updates. I am going to try to integrate the. (per semester) Full Time (For students entering in the 2024–2025 academic year. For instance if you buy 500 units for 2021 then when you go to renew next year they would automatically give you 50 units. 800-291-2136 2011 Overall Rating 4. Learn how Drake Tax Software users can find the cost of a GruntWorx job that has been submitted. Be sure to only download the new job, not the previous one that you want to replace. 4 5For instance, you can remind clients with children that the cost of summer day camp may count towards the Child and Dependent Care Credit. Here are instructions to help Axcess users sign up for a Free Trial of GruntWorx and instructions for how to use GruntWorx with CCH Axcess tax software. Inventory • Add or edit users in the Manage Users tab. This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. If I had to boil it down, Lacerte is more user friendly and Ultratax is able to do a bit more. Here are instructions to help ProSystem fx users sign up for a Free Trial of GruntWorx and instructions for how to use GruntWorx with ProSystem fx. The firm I work for now has used Lacerte for 10+ years. See the GruntWorx section to the Drake Support site for more information (Drake Back get required). When to. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. CloseHere are instructions to help Axcess users sign up for a Free Trial of GruntWorx and instructions for how to use GruntWorx with CCH Axcess tax software. Award-Winning. Organize LITE is a low-cost, entry-level solution that makes converting to a paperless office easy by including all the features and benefits of the standard Organize product but without human validation. The Bottom Line - GruntWorx Frees preparers, reviewers, and partners to focus on billable workIf additional dollars are needed to cover the trades balance, once it is completed, you can click the blue Add to Balance link on the GruntWorx dialog box. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. 6059. Please call Sales for details, or you can use the Cost. For professionals dealing with trade data, GruntWorx offers powerful tools that simplify the process. Every return you have submitted will be here, displaying the. Pricing for GruntWorx products varies depending on the number of pages, forms, or trades that you need organized. The Populate feature costs 75 cents per form. GruntWorx Populate: Current tax year only GruntWorx Organize and Trades: Current and prior tax years Populate Forms 1040 Trades import for Forms 1040, 1041, 1065, 1120, 1120S. statements into a standard Microsoft Excel file to import into any. When it comes to actually using tax automation products like Organize, Populate, and Trades, Girsch-Bock noted that the lack of upfront fees and inclusion of a cost. xml input file. Attachments. on all of the players in tax document automation. GruntWorx offers a calculator on its website that lets you calculate the cost of any job prior to submission so you’ll know what it will cost. My first year as a Team Lead. See the GruntWorx section switch the Dragon Share site to more get (Drake Support login required). The Organize product also offers the option of. Populate LITE - a do-it-yourself fruit highlighting a quicker turnaround time and lower cost than the classic Populate product. Import Transactions. It provides you with somebody . 8. They also have discounts if you buy early in the year. TIP: To find the cost-per-client information for processing a return, click on the Job Status tab and uncheck the. Slow process both learning and completing the TR. Reviewer Mary Girsch-Bock also gave GruntWorx high marks in the remaining categories: Paperless Workflow (4. 1 year. Populate accurately extracts information from scanned client documents and inserts it into the leading tax preparation software, freeing preparers to focus on higher value activities. Familiar features - Data entry and program features are essentially the same across all tax packages. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. • If a user’s account gets Locked, under Manage Users, click. For example, Drake's Unlimited plan costs $1,825, its Power Bundle plan costs $1,975 and its Pay-Per-Return plan costs just $345. $6M. Unprecedented accuracy with GruntWorx’s patented Data validation services. The computer can read small type on W-2s better than you after hours in a chair. To view GruntWorx’s complete valuation and funding history, request access ». TIP: The GruntWorx Agent will access the client tax file in UltraTax to retrieve the client’s proforma info and submit the job to GruntWorx IMPORTANT: If the GruntWorx Agent does not find the client SSN/s, the user will be asked to browse to a different data path. Whether you’re just getting started or looking to take your paperless tax workflow to the next level, this resource section will be a one-stop-shop where you will be able to find relevant white papers, case studies, and other tools to help. Populated LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than the tradition Populate outcome. Specialties: Gruntworx Lawn Care, LLC provides lawn maintence from San Antonio to Canyon Lake and just about anywhere in between! We are veteran owned and operated and pride ourselves on unbeatable customer service and competitive pricing. GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in productivity. com 4. The application displays Step 1 of the process. Calculation results and full return view just a click away. GruntWorx allows the user to select from three types of jobs Organize Lite – Our quickest turn-around and most cost-effective product. After submission, validate the Populate LITE data with a user-friendly application specifically designed by GruntWorx, then simply import that information into the tax return. GruntWorx allows the user to select from three types of jobs • Organize Lite – Our quickest turn-around and most cost-effective product. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. 1 Free License with $250 GruntWorx purchase ($184 Value) 2 Free Licenses with $400 GruntWorx purchase ($368 Value) • 877. The Organize system costs $5 per use (regardless of the number of source. soontobecpa • 5 yr. com | 877. Search for: Browse By Topic. 1 Merrill Industrial Drive, Suite 21-22, Hampton, NH 03842. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Email. Trades Summary is available at the low cost of $3. We pride ourselves on providing professional customer care because making our customers happy is always our number one goal. Tokens – GruntWorx tokens are in the process of being retired. Hide downloaded jobs. Populate LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than which traditional Populate product. Run reports on job prices See the price ofGruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. This cutting-edge technology is integrated into Drake Tax and uses Drake Documents to scanning, printing and create management. 11 Select the job you want to use and click Download. To select documents for uploading to GruntWorx, take the following steps: Open GruntWorx by clicking the icon on the toolbar of the Home window of Drake Tax. Since identity thieves have a number of ways to convert your personal information to cash, it may be time to add a…Read more ›Optionally provide private feedback to help us improve this article. 00. Use the GruntWorx cost estimator to calculate approximate costs. Box 6 Data – Cost Basis provided/not provided to the IRS; Benefits. Estimate your Gruntworx Purchase Price: Describe a model return that you'll be processing (you can define multiple returns) Enter the # of returns of each type you'll process. Sales. tax preparation software package. to Organize or Populate and is included with Populate LITE. Flexibility is precisely why GruntWorx charges on a per-page, per-form, or per-trade basis (depending on which service you choose). Cost. GruntWorx lets you take any printed or written text and digitize it automatically, cutting down on more manual entry. What you get: • Your client’s tax forms - identified, labeled and organized in the order of a 1040 and returned in a bookmarked PDF • A Pointsheet (spreadsheet) with all data extracted from the client. GruntWorx products require no. For questions about GruntWorx purchases, including more specific information about costs or their refund policy, contact GruntWorx at (877) 830-6059 or review the GruntWorx website for additional options. This was my 2nd season working for gruntworx through PSG. Grunt. The bottom line for your firm is better. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. 3 Choose your client by clicking the Select client drop list. Less than 1% of firms can find enough staff GruntWorx and go to the Job Status tabbed. For a couple thousand dollars Gruntworx eliminated the need for several data entry staff. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. 830. If only the loss amount is available,. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. TIP: You can click on the Export button to extract all of this information into a CSV format. The GruntWorx system flags individual pages of your GruntWorx job and attaches a Customer Diagnostic Note (CDN) which are delivered to you via the diagnostic sheet. Total Pages. Proceed to the next section, Using GruntWorx within Drake Software. 75 stars), Integration (5 stars), and Help/Support/Training (5 stars). E stimate your costs on the GruntWorx website. Admin on the account, option to enable job cost display on Dashboard, get two-factor authentication code if needed and adjust account access permissions. o Does not include human validation or population of tax data. Instantly identify any trade missing a cost basis Easily import details into the leading tax preparation software package GruntWorx Trades automatically transforms scanned 1099 Consolidated Brokerage Statements into a standard. Trades Summary is designed to help users automatically transform. proprietary software tools required for every step of workflow process —data validation, PDF editing, return review. When a Trades job is submitted, an Excel file is generated and returned from GruntWorx. Cost. Tax Professionals using GruntWorx. Lacerte is a bit quicker as far as processing time. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in productivity. 0 hours. 890. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. 1 year. Drake is well-known for its top-notch customer service and support. Populate accurately extracts information from scanned client documents and inserts it into the leading tax preparation software, freeing preparers to focus on higher value activities. What you get: • A PDF of your client’s tax forms - identified, labeled and organized in the order of a 1040 and returned in a bookmarked PDFWith acceptable scan quality, thou receive an organized document back in minutes. It deliver you with an . Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs.