2023 Exhibitor Directory. 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. The Organize Lite edition costs five cents per page, while the Organize Pro edition costs 20 cents per page. quick reference for the ongoing use of GruntWorx to populate 1040 client tax forms into UltraTax CS™ 1040 tax software client files. Please call Sales for details. When you come to Drake, bring your client’s prior year tax returns with you with our free data conversion service. Cost. You may use your tokens until they expire but you may also convert your tokens to dollar credits. 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. How do I get started? New customers activate your account for a free trial, which includes a $40 credit to test out Populate. ) $25,722. 0 hours. Cost. GruntWorx Turnaround Time in Minutes Self-Validated Product Lower Cost Use at Your Own Pace 1099B BOTH CLIENT FILE PDF Organized & Bookmarked PDF Import File of Clients' Extracted Data Trades Summary Add On . GruntWorx, LLC, is a Drake Enterprises company and leader in cloud-based paperless tax workflow systems. E stimate your costs on the GruntWorx website. name, status, the date it was sent to GruntWorx, the date it was downloaded from GruntWorx, the product used, and the costs. Specialties: GruntWorX Exterior Cleaning provides power washing services in Jacksonville, FL, and surrounding areas. 04 Broadcast - Last Chance to Save on GruntWorx! Posted 5 Months Ago by BBartlett. 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. name, status, the date it was sent to GruntWorx, the date it was downloaded from GruntWorx, the product used, and the costs. • In the client’s details, Drag and drop client’s PDF files to the File Upload box, • Or Click the File Upload box • Browse and add files (as many as 15; maximum of 150MG per file) Select which account the Client will be added toGruntWorx LITE products are a great, cost-effective way to implement AI-powered automation in your tax prep office!It’s a mathematical certainty that every red-blooded American has heard “time is money” before collecting their first paycheck. This will cost 5 cents per page processed, even if they were included in the original submission. If you have numerous transactions to enter on screen 8949, you can request a trades import job from GruntWorx or complete your own spreadsheet and import the data into the return directly. 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. Add the amount to purchase to your cart. 14 GruntWorx sends all the processed files back to the GruntWorx folder within Drake Documents. Note: If you’ve already signed up for a free trial you won’t see this sign up, instead proceed to the next section, Using GruntWorx within Drake Software. 13 You will see that your client now has a plus sign by their name. Supported Form Types : 1099-B: Consolidated 1099 Brokerage Statements:Go to Tools > Repair Index Files (or press Control + R from the Drake home window), then select Name Index (Client name list for File > Open) and click Continue. Drake Gruntworx; Lacerte ProLine Tax Import; Thomson Reuters Source Document Processing;. 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. In fact, we will even give you an index up front. For Sales dial x2. Populate LITE users still receive an organized, bookmarked, and searchable PDF, as well as an XML file with extracted data to import directly into the client’s return. Depending how you organize your office, more advanced services cost a bit more. Validated by GruntWorx when used with Organize or Populate. Cost. è To continue set-up,. Organize LITE. Image Description. Populate LITE will cost $0. 1099-B summary information from Consolidated Brokerage. See the cost of the job if. Go to the Drake Software Support Website > Purchasing > GruntWorx Integration to get more information about pricing. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. 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. There are several benefits to using GruntWorx Trades Summary, including: Reduce 10s/100s/1000s of Trades into a single summary sheet. Easy Adoption – no . TIP: To find the cost-per-client information for processing a return, click on the Job Status tab and uncheck the. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. Hide downloaded jobs. Please call Sales for details, or you can use theFollow these instructions to sign up for the GruntWorx free trial or use Organize, Organize LITE, Populate, and Trades with Intuit Lacerte tax software. The estimated base pay is $37,109 per year. GruntWorx Organize automatically identifies, organizes and labels the scanned tax. ’” That was his introduction to tax automation. 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. GruntWorx pricing is calculated on a per-trade basis. When you send client tax documents through Organize, our systems sort, classify, and label these documents in searchable PDFs. è To continue. This will cost 5 cents per page processed, even if they were included in the original submission. Start a Free Trial Today!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. 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. Video. They SUCK! Stay away from them. The bottom line for your firm is better. 3 Choose your client by clicking the Select client drop list. If you choose Or-ganize, you will. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. The GruntWorx Trade Summary tool is a standout feature, automatically transforming Consolidated Brokerage Statements and 1099-Bs into standard Microsoft Excel files. This cutting-edge technology is fully into Droke Strain and uses Drake Documents for scanning, printing plus file management. *New accounts receive $40 to try GruntWorx Free. E stimate your costs on the GruntWorx website. Import Transactions. The application displays Step 1 of the process. There. GruntWorx pricing is calculated on a per-trade basis. The trick of turning Gruntworx into a profit engine requires some explanation. Drake ProtectionPlus Standard. Our customizable tax software is designed to help you provide the best service for your customers. 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. Brian worked at a financial institution for 16 years before beginning his career with GruntWorx. 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. Trades summary. Click See Pricing to view the price of each job type and estimate your costs. The firm I work for now has used Lacerte for 10+ years. The application will display the Form 8949/GruntWorx Trade screen, click the Next button when you are ready to continue. Replace slow, outdated manual data entry of Brokerage Statements and 1099-Bs with Self-Service Trade Details. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. 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. Cost: GruntWorx is economical, especially when using the LITE products. Credits – GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. GruntWorx lets you take any printed or written text and digitize it automatically, cutting down on more manual entry. 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. 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. • Value for Cost • Customer Support. Note: If you’ve already signed up for a free trial you won’t see this sign up, instead proceed to the next section, Using GruntWorx within Drake Software. TIP: To find cost-per-client information, click Settings then Inventory. Expedited Service A 100% premium will be added to the cost of the job. GruntWorx pricing is calculated on a per-trade basis. 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. name, status, the date it was sent to GruntWorx, the date it was downloaded from GruntWorx, the product used. E stimate your costs on the GruntWorx website. 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. Uploading and Downloading It’s as easy as 1,2,3. Near Me. All Other Tax Software Users: From your GruntWorx Dashboard, click Settings in the top right corner. GruntWorx is well suited for accounting firms of any size; offering easy integration with a variety of tax programs including Drake. Wash sale, adjusted cost basis or other non-supported transaction not supplied for extraction. > GruntWorx Populate makes use of the CCH Axcess Export/Import functions found within the tax software Considerations for. Created Date:GruntWorx Support: (828) 349-5505 Drake Accounting: (828) 349-5900 (for help with your Drake account) Drake Accounting Software: (828) 349-5908 (for help with the Drake Accounting software) Conversions: (828) 349-5546 Drake Sales: (800) 890-9500. This tuition is fixed—it will not go up during a student’s time at Drake. GruntWorx Organize LITE. Cost. Assume Company A purchases equipment for $17,000, with an estimated salvage value of $2,000, and useful life of 5 years. GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. Populate LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than the standard Populate product. Click the plus sign to open the client’s GruntWorx folder. Scan all documents to PDF. Clear cookies. GruntWorx Overview. Other Junk Removal & Hauling Nearby. GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. 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 Populate feature costs 75 cents per form. 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. 99 each Federal e-File State ProgramsHere are instructions to help UltraTax users sign up for a Free Trial of GruntWorx and instructions for how to use GruntWorx with UltraTax CS. Based on our Drake software review, we find that GruntWorx is a valuable feature that tax professionals may find worthwhile as it saves them time and is easy-to-use. o Does not include human validation or population of tax data. To find the cost-per-client information for processing a return, click on the . è To continue set-up,. 1 year. I checked out, did in-depth demos, etc. Poorly scanned papers – If a field or entire form cannot be read by GruntWorx it will be classified as Poor Quality. No start up fees,. 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. 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. It is accessed for the GruntWorx icon to the home windowpane about. I’m looking for feedback from those who have used both, and. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. name, status, the date it was sent to GruntWorx, the date it was downloaded from GruntWorx, the product used, and the costs. Suggest an edit. Purchase Now. Support. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Phone number (601) 590-1263. This is part of any job submitted to GruntWorx and returns a bookmarked PDF document to you. 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). 8949 code – Some brokerage statements have complicated reporting formats. GruntWorx Tax Automation and OrganizationGruntWorx LLCFrom the August 2019 reviews of tax document automation systems. Junk Removal Services Near Me. Image Description. 524. GruntWorx Populate takes manual data entry off your plate. Once those documents are scanned and digitized, Trades pulls information from those PDFs and inserts it directly into your tax software–which could save you hours and even days of data entry!Introduction: GruntWorX LLC is a vet owned and operated business. Information on acquisition, funding, cap tables, investors, and executives for GruntWorx. GruntWorx pricing is calculated on a per-trade basis. Early Stage VC (Series A) 22-Dec-2008. Get streamlined data entry for capital gains taxes with automation for Brokerage Statements, Brokerage Summaries, and Forms 1099-B. People LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than to traditional Populations item. GruntWorx turnaround times are updated daily to provide you with the most up-to-date wait time. Is Drake Tax software cloud-based? You can Drake Tax desktop software and then host it on the cloud with the help of a cloud hosting provider. Data Auditor (Former Employee) - Nashville, TN - May 17, 2021. Nice, thanks. When a Trades job is submitted, an Excel file is generated and returned from GruntWorx. Unless you can specifically tell it which numbers you want to include in the software, any OCR vendor is going to give you a lot of headaches. Calculation results and full return view just a click away. Whether your client has 5, 50 or 500 stock transactions, Trades LITE will extract them and. 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. With tolerant survey good, you getting an organized documents back in minutes. xml dating file ensure can be imported into Drake Tax. To find the cost-per-client information for processing a return, click on the . 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. We think of it as the secret to our success - and yours. The purpose of this document is to assist tax firms with initial GruntWorx set-up and to provide a quick reference for the ongoing use of GruntWorx to populate 1040 client tax forms into. 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. on all of the players in tax document automation. From the August 2019 reviews of tax document automation systems. From your GruntWorx Dashboard, click Settings in the top right corner. my first time ever being a team lead. è To continue set-up,. 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. To export the list to a CSV, click Export in the bottom of the screen. 14 GruntWorx sends all the processed files back to the GruntWorx folder within Drake Documents. o Includes human validationYou could be the first review for Gruntworx. System Requirements: To use GruntWorx, a computer meeting Drake Tax. It provides you with an . Pending. • Run a Job Cost Report by selecting start and end dates and click-ing download report. 8. 11044: GruntWorx - Missing Information and Data. quick reference for the ongoing use of GruntWorx to populate 1040 client tax forms into ProSystem fx™ 1040 tax software client files. Supported Years. try to print the document, scan the print to PDF and use the scanned PDF file in place of the original. Search GruntWorx. 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. Make any. Populate LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than the traditional Populate product. Once a job has been canceled, the user is not charged for the submission, and the details for the job are hidden. black white green blue red orange yellow navi. However, an actual copy of a previous tax return will cost $50 and will require a completed Form 4506. 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. How to Set up a GruntWorx Account. Replace slow, outdated manual data entry of Brokerage Statements and 1099-Bs with Self-Service Trade Details. here • 5498-SA • 5498-ESA • Grantor Letter. This cutting-edge technology is integrated into Drake Tax and uses Drake Documents to scanning, printing and create management. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. 0 - Computer Software and Applications. GruntWorx is priced on a per-return basis, which lets firms use it for just a few client returns or across a larger number. 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. Inventory • Add or edit users in the Manage Users tab. Familiar features - Data entry and program features are essentially the same across all tax packages. Click the plus sign to open the client’s GruntWorx folder. Please call Sales for details, or you can use theCost. 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. 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. Cost Free. è To continue. Wash Loss Click into the first row of the Wash Loss column and use the down arrow key to verify wash loss. Most people view these products only as a tool to automatically populate information into the tax return. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. Based on 140+ Reviews. Client sends us documents either via client portal, email or in-person (rarely in-person). The estimated additional pay is $3,124 per year. Start a Free Trial Today! Current Users - Purchase Online. Trade Detail data imports easily from a GruntWorx-generated Microsoft Excel file into your tax software. Lower cost with fixed price per Brokerage. Visit. The Organize product also offers the option of. 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. Automatic data flow from federal return to state and city returns, with override options. o The user receives an organized and bookmarked PDF • Organize . 1099-B summary information from Consolidated Brokerage. 8. 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. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns $49. The diagnostic sheet is included with the Organize, Populate, and Trades files that are placed in. Service Resources. Go to the Drake Software Support Website > Purchasing > GruntWorx Integration to get more information about pricing. 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). 5 Best Fit While the GruntWorx Gather, GruntWorx Organize, and GruntWorx Trades services create. You do not need to open this file. Cost Basis Click into the first row of the Cost Basis column and use the down arrow key to verify cost basis amounts. Please call Sales for details, or you can use the ; Store; button to access tools to help you estimate your needs. 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. tax preparation software package. com | 877. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928800-291-2136 2012 Overall Rating 4. Reviewer Mary Girsch-Bock also gave GruntWorx high marks in the remaining categories: Paperless Workflow (4. Start a Free Trial Today!Yes! GruntWorx Trade Details can be added to Populate LITE at no additional cost, and Trade Summary is included. 0 and 11. Following the. Get Gruntworks Discount Code and find Black Friday Coupons & Deals. From the August 2019 reviews of tax document automation systems. The hours are very flexible (this location allows you to choose your own hours as long as you hit a minimum). Wash Loss Click into the first row of the Wash Loss column and use the down arrow key to verify wash loss. For professionals dealing with trade data, GruntWorx offers powerful tools that simplify the process. Reduce time spent on data entry after scanning with automated population. A quick and easy solution to automatically convert scanned tax documents into digital work papers that are organized, bookmarked and labelled. o Includes human. GruntWorx tax automation and organization technology eliminates the tedium of manually converting paper documents to digital files by automating data entry and source file organization from. I checked out, did in-depth demos, etc. The estimated total pay for a Tax Data Entry Clerk at GruntWorx is $40,233 per year. GruntWorx products require no. We do have organizers for Schedule C, E, etc. No, once a job has been submitted to GruntWorx, it cannot be changed. All of your submissions are displayed, with total job costs in the Cost column. 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. 75 stars), Integration (5 stars), and Help/Support/Training (5 stars). There are several benefits to using GruntWorx Trades Summary, including: Reduce 10s/100s/1000s of Trades into a single summary sheet. box. Reviewer Mary Girsch-Bock also gave GruntWorx high marks in the remaining categories: Paperless Workflow (4. GruntWorx also offers LITE products, which have a turnaround time of just minutes. Using GruntWorx Within Drake Software Below are the instructions to walk you through using GruntWorx within Drake Software. GruntWorx. GruntWorx is one secure, web-based application that automations the time-consuming tasks concerning organizing data and entering it in Drake Tax. Self-Validate when used with Populate LITE at no extra cost. Learn how Drake Tax Software users can find the cost of a GruntWorx job that has been submitted. How to Set up a GruntWorx Account. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. 0 hour Subject Area 1. If you choose Or-ganize, you will. Choose the services you need: Image Description. Completed. Not supported for import into other return types. 05. How to Set up a GruntWorx Account. No. > GruntWorx Populate makes use of the CCH Axcess Export/Import functions found within the tax software Considerations for. Organize LITE provides you with a bookmarked PDF and the Populate LITE product provides you with a data import file. Tokens – GruntWorx tokens are in the process of being retired. GruntWorx provides a comprehensive and integrated family of web-based products that automate client tax document retrieval, organization, data entry, and review. Pending — The upload to GruntWorx is still in progress. We help you convert data from your current software, file electronically, maximize your practice management processes, and much, much more. Gruntworx. Cost. Scan in black and white. In the Status column of the GruntWorx Status dialog box, one of these statuses is listed: Failed — A transmission failure stopped the download. Gruntworx was the best thing I added to my practice in the last decade. 99 each Federal e-File State Programs Only Consolidated Brokerage statements (Forms 1099-B) are supported for extraction. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and. Populate EASY - one do-it-yourself product fitted ampere sooner turnaround time and down cost than the traditional Populate product. Total Pages. GruntWorx is well. The bottom line for your firm is better. After choosing the primary job type, you can select to add a Trade Details or Trade Summary job as well. 07. xml date file so can breathe imorted into Drake Tax. A trades job is a vailable for return types 1040, 1041, 1120, 1120-S, and 1065 only. The cost will be that of a new job. Tokens – GruntWorx tokens are in the process of being retired. GruntWorx offers a calculator on its website that lets you calculate the cost of any job prior to submission so. Flexibility is precisely why GruntWorx charges on a per-page, per-form, or per-trade basis (depending on which service you choose). About Us. Flexibility is precisely why GruntWorx charges on a per-page, per-form, or per-trade basis (depending on which service you choose). Make any. Select a category below or click. 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. Validated by GruntWorx when used with Organize or Populate. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. In my office we find it practical to use either Populate or Populate LITE. • 1 free license with a $250 GruntWorx purchase ($200 value) • 2 free licenses with a $400 GruntWorx purchase ($380 value) Offer good for new TTC customers only and cannot be used for renewals. GruntWorx - A submission consists of one or more of these three products: Organize Default product. Most conversions are just a few simple steps. Trade data verified for accuracy by GruntWorx includes Covered/Non Covered indicator, Quantity, Description, Acquisition Date, Sale Date, Proceeds, Cost Basis, Wash Loss,. Trade Detail data imports easily from a GruntWorx-generated Microsoft Excel file into your tax software. UNDERGRADUATE FULL-TIME TUITION(for students entering 2024-2025 academic year with 12-18 credit hours/semester) Undergraduate Tuition Guarantee. 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. GruntWorx Trades SummaryHere 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. • 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. Populate LITE is designed to give customers the benefit of automating Form 1040 data entry, but with a do-it-yourself product featuring a quicker turnaround time and lower cost. Click here for more information. 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. This was my 2nd season working for gruntworx through PSG. There are several benefits to using GruntWorx Trades Summary, including: Reduce 10s/100s/1000s of Trades into a single summary sheet. If a form is received that is handwritten, such as a W-2, and the image is readable it may be read and handled as a form. 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. Here are the instructions to help you sign up for your free GruntWorx trial and how to activate your GruntWorx ac-count in Drake Tax. 179 expense passed through to the owners in 2007 of $15,000 must be recaptured to the extent it exceeds the accumulated depreciation on the Sec. quick reference for the ongoing use of GruntWorx to populate 1040 client tax forms into UltraTax CS™ 1040 tax software client files. GruntWorx Trades allows you to quickly and easily manipulate trade data, perform calculations within the spreadsheet,. We pride ourselves on providing professional customer care because making our customers happy is always our number one goal. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. Wash sale, adjusted cost basis or other non-supported transaction not supplied for extraction. Submitted: 4 years ago. Cost. Answered in 3 days by: 7/16/2019. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. Using acceptable scan quality, you maintain an organized document back in minutes. Be sure to only download the new job, not the previous one that you want to replace. The current turnaround time is 24 hours or less. said, ‘Hey, we can take that information and organize it for you. 3. GruntWorx application with a status . While this certainly has value, IMO there is just as much value in the standardized, bookmarked tax return workpapers that these products produce. You do not need to open this file. The Populate feature costs 75 cents per form. 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. Pricing for GruntWorx products varies depending on the number of pages, forms, or trades that you need organized. 1 year. 0. Example of Report: 12 When the download is complete, go to Drake Documents and find your client. 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. Gruntworx was the best thing I added to my practice in the last decade. 6059 ATTEND A WEBINAR Webinars are a great way to brush up on using GruntWorx and learn about any changes to. GruntWorx provides a diagnostic sheet or diagnostic notes that identify job issues. 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. Validated by GruntWorx when used with Organize or Populate. Supported Years. Cost - The only hesitancy I had was the investment this year. New Orleans. GruntWorx Advantages. Just scan a client’s “shoebox” of tax documents.