To see how we can be a solution for your document organization and data-entry needs, get a GruntWorx free trial today! Search GruntWorx. 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. 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. 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. 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. 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. This will cost 5 cents per page processed, even if they were included in the original submission. 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. Related Articles. Cost. Hide downloaded jobs. Worx. No start up fees,. Take the data entry out of tax preparation. GW Lite - Insert Additional Scanned PDF Documents Into an Organize PDF. Lower cost with fixed price per Brokerage. Nice, thanks. This cutting-edge technology is integrated into Drake Tax and uses Drake Documents to scanning, printing and create management. Visit the GruntWorx section on the Drake Support site for more information (Drake Support login required). 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns $49. A quick and easy solution to automatically convert scanned tax documents into digital work papers that are organized, bookmarked and labelled. xml input file. This tuition is fixed—it will not go up during a student’s time at Drake. Filter by rating. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. Get streamlined data entry for capital gains taxes with automation for Brokerage Statements, Brokerage Summaries, and Forms 1099-B. Preparing to Use GruntWorx. Once a job has been canceled, the user is not charged for the submission, and the details for the job are hidden. Start a Free Trial Today! Current Users - Purchase Online. 0 hours. 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: 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. 14 GruntWorx sends all the processed files back to the GruntWorx folder within Drake Documents. Following the. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. Make any. We lent over $500M in taxpayer advances last tax season and over $70M in tax office loans! Call us today to see how EPS can provide the best payment solutions for your business: 877-801-4411. Poorly scanned papers – If a field or entire form cannot be read by GruntWorx it will be classified as Poor Quality. When you send client tax documents through Organize, our systems sort, classify, and label these documents in searchable PDFs. Make any. We pride ourselves on providing professional customer care because making our customers happy is always our number one goal. Populate LITE - a do-it-yourself product featuring a fastier turnaround time and lower cost than the traditional Populate product. For professionals dealing with trade data, GruntWorx offers powerful tools that simplify the process. Be sure to only download the new job, not the previous one that you want to replace. TIP: Under both the Submit Jobs and Job Status tabs, balance information is available in the upper right corner of the window. Drake GruntWorx. Automatic data flow from federal return to state and city returns, with override options. 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. The GruntWorx Trade Summary tool is a standout feature, automatically transforming Consolidated Brokerage Statements and 1099-Bs into standard Microsoft Excel files. 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. GruntWorx allows the user to select from three types of jobs Organize Lite – Our quickest turn-around and most cost-effective product. user more flexibility to control cost. With our refund transfer program, you can get 50% of your prep fees up to $300 the next business day once the IRS accepts the tax return. If you choose Or-ganize, you will. Wash Loss Click into the first row of the Wash Loss column and use the down arrow key to verify wash loss. o Includes human validationYou could be the first review for Gruntworx. è To continue set-up,. 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. The application will display the Form 8949/GruntWorx Trade screen, click the Next button when you are ready to continue. How to Add Clients From the GruntWorx Dashboard, click on an icon to add client(s) To. Note, even when using GruntWorx or other productivity enhancements, you must still review each return in its entirety!GruntWorx contact info: Phone number: (877) 830-6059 Website: What does GruntWorx do? Copanion is the leader in paperless tax workflow technology-providing a comprehensive and integrated family of web-based products that automate client tax document retrieval, organization, data entry, and review. I’m looking for feedback from those who have used both, and. The GruntWorx Trades option takes things a step further, extracting category. It is web-based and works with most browsers and computers. Phone number (601) 590-1263. Run reports on job prices See the price of> 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. Individual brokerage statements and Forms 1099B can be a nightmare for any tax practice, but fortunately, GruntWorx Trades is a dream come true. Validated by GruntWorx when used with Organize or Populate. • Run a Job Cost Report by selecting start and end dates and click-ing download report. People LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than to traditional Populations item. Discern the GruntWorx section to the Drake Support site to more news (Drake Support login required). quick reference for the ongoing use of GruntWorx to populate 1040 client tax forms into ProSystem fx™ 1040 tax software client files. 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. on all of the players in tax document automation. UNDERGRADUATE FULL-TIME TUITION(for students entering 2024-2025 academic year with 12-18 credit hours/semester) Undergraduate Tuition Guarantee. Image Description. GruntWorx is well. 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. Trade Detail data imports easily from a GruntWorx-generated Microsoft Excel file into your tax software. Every return you have submitted will be here, displaying the following information: client . • Run a Job Cost Report by selecting start and end dates and click-ing download report. Add the amount to purchase to your cart. Most conversions are just a few simple steps. TIP: To find cost-per-client information, click Settings then Inventory. 05. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. How to Set up a GruntWorx Account. There are several benefits to using GruntWorx Trades Summary, including: Reduce 10s/100s/1000s of Trades into a single summary sheet. How do I get started? New customers activate your account for a free trial, which includes a $40 credit to test out Populate. 6059. xml date file so can breathe imorted into Drake Tax. GruntWorx products require no knowledge of tax documents and allow you to hand off the “grunt work” of document organization and data entry to support staff. The selected file is displayed in the Form 8949 Transaction Information window along with a record count. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. E-filing is included, for any return that can be e-filed. 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. USE THE GRUNTWORX CALCULATOR Determine the cost to process a job before submitting it with the easy-to-use GruntWorx calculator. 8. • Tabbing out of the last field on the last page opens the. Here are instructions to help UltraTax users sign up for a Free Trial of GruntWorx and instructions for how to use GruntWorx with UltraTax CS. 830. GruntWorx Populate: Current tax year. name, status, the date it was sent to GruntWorx, the date it was downloaded from GruntWorx, the product used, and the costs. GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in productivity. 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. Admin on the account, option to enable job cost display on Dashboard, get two-factor authentication code if needed and adjust account access permissions. System Requirements: To use GruntWorx, a computer meeting Drake Tax system requirements also needs: Drake Documents. Show Less. Trades Summary is designed to help users automatically transform. The cycle will continue no matter what. Validated by GruntWorx when used with Organize or Populate. They SUCK! Stay away from them. 1 year. Lower cost with fixed price per Brokerage. The Organize product also offers the option of. Make any user an. Populate LITE will cost $0. pdf 1. Trades Summary is available at the low cost of $3. When a Trades job is submitted, an Excel file is generated and returned from GruntWorx. The firm I work for now has used Lacerte for 10+ years. However, handwritten forms that are difficult to read are classified as a Supporting Document. • 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. 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. GruntWorx. 03 Broadcast - 10% off GruntWorx through May 31st! Posted 6 Months Ago by BBartlett. 7. In contrast, Intuit ProSeries Tax charges $1,299 per year for its Basic Unlimited plan, $1,317 for its Basic 50 plan (the equivalent of the Power Bundle plan), and $908 per year for its Basic 20 plan (the equivalent. 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. Go to the Job Status tab. GruntWorx: GruntWorx is a secure web app that lets you populate and organize files such as 1099s, W-2s and trades from broker statements. There. There are no upfront costs, fees, or commitments. He resides in Franklin, NC, with his wife and 2 daughters. CloseOffice VBA reference topicLearn the basics of Drake Software products with these short instructional videos. Current Users - Purchase Online. GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. 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. When it comes to actually using tax automation products like Organize, Populate, and Trades, Girsch-Bock noted that the lack of upfront fees and. 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. You do not need to open this file. Validated by GruntWorx when used with Organize or Populate. The cost will be that of a new job. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. 75 stars), Integration (5 stars), and Help/Support/Training (5 stars). See the GruntWorx section the the Drake Support web for more information (Drake Support login required). TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. 6059 ATTEND A WEBINAR Webinars are a great way to brush up on using GruntWorx and learn about any changes to. Familiar features - Data entry and program features are essentially the same across all tax packages. Call Drake Support for assistance at 828. GruntWorx Trades Summary extracts the Sales Price, Cost Basis and Wash Loss (if applicable) for each of the following: Short Term Covered Short Term Non-Covered Long Term Covered Long Term Non-Covered Short Term Other Long Term Other Undetermined Benefits: Reduce…Read more › GruntWorx job Selection. said, ‘Hey, we can take that information and organize it for you. proprietary software tools required for every step of workflow process —data validation, PDF editing, return review. It’s a great add-in with similar functionality as the tools in SPBinder but way more easy to put together workpapers in Adobe. Replace slow, outdated manual data entry of Brokerage Statements and 1099-Bs with Self-Service Trade Details. 2 years. Note that Drake Documents requires Microsoft . Populate LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than which traditional Populate product. o The user receives an organized and bookmarked PDF • Organize . 8020. TIP: Depending on the complexity and size of the job, it could be . Go to the Drake Software Support Website > Purchasing > GruntWorx Integration to get more information about pricing. • If a user’s account gets Locked, under Manage Users, click. GruntWorx is a leader in Cloud-based paperless tax workflow systems providing a comprehensive and integrated family of web-based products that automate client tax document retrieval, organization. How to Set up a GruntWorx Account. Please call Sales for details, or you can use the ; Store; button to access tools to help you estimate your needs. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. 14106: GruntWorx - Job Selection and Upload. We think of it as the secret to our success - and yours. 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. $6M. 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. E stimate your costs on the GruntWorx website. 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. Populate EASY - one do-it-yourself product fitted ampere sooner turnaround time and down cost than the traditional Populate product. GruntWorx LITE products are a great, cost-effective way to implement AI-powered automation in your tax prep office!Get started with using GruntWorx in Drake Tax by following the directions found in the quick start tutorial. 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. There are no large up-front costs associated. While this certainly has value, IMO there is just as much value in the standardized, bookmarked tax return workpapers that these products produce. o Does not include human validation or population of tax data. GruntWorx is priced on a per-return basis, which lets firms use it for just a few client returns or across a larger number. try to print the document, scan the print to PDF and use the scanned PDF file in place of the original. This cutting-edge technology is fully into Droke Strain and uses Drake Documents for scanning, printing plus file management. Completed — The upload to GruntWorx is complete but you have yet to download the completed job back to your computer. and Populate jobs are able to be submitted and retrieved with no additional steps. TIP: To see GruntWorx account balance information and add funds to account, click on Add to Balance. 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. 1 year. 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. (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. Reduce time spent on data entry after scanning with automated population. Select Product Help for details each job type. 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. 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. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. 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. Or, if you choose, you can cancel the job. 4. 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. Specialties: GruntWorX Exterior Cleaning provides power washing services in Jacksonville, FL, and surrounding areas. 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. xml data store that can be importierte toward Drake Tax. 13 You will see that your client now has a plus sign by their name. 524. 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. tax preparation software package. Support. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns $49. Supported Years. To find the cost-per-client information for processing a return, click on the . Trade Import Summary: GruntWorx Trades. 14 GruntWorx sends all the processed files back to the GruntWorx folder within Drake Documents. 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. GruntWorx tested the creation of tick marks in Adobe Acrobat Standard 10. Drake Software GruntWorx. The newest solution from GruntWorx, Trades LITE, allows users to have the benefit of capital gains automation – without the cost. Below are some alternatives with more reviews: 1. GruntWorx pricing is calculated on a per-trade basis. $10 PPR. Example of Report: 12 When the download is complete, go to Drake Documents and find your client. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. 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. Find support for your Canon imageFORMULA DR-S150 Office Document Scanner. Image Description. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and. Self-Validate when used with Populate LITE at no extra cost. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. The application displays the Form 8949/GruntWorx Trade screen,. Credits – GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. Find more Junk Removal & Hauling near Gruntworx. 179 expense deduction in 2008 is $7,200 ($15,000 – $7,800). Replace slow, outdated manual data entry of Brokerage Statements and 1099-Bs with Self-Service Trade Details. 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. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. Cost Basis Click into the first row of the Cost Basis column and use the down arrow key to verify cost basis amounts. Search GruntWorx. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. Scan all documents to PDF. This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. GruntWorx Organize is an easy-to-use, accurate, and affordable solution that meets the needs of tax professionals in any size firm. The reasoning is simple. Cost Free. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. CPE Credits 1. Populate LITE - a do-it-yourself fruit highlighting a quicker turnaround time and lower cost than the classic Populate product. Unprecedented accuracy with GruntWorx’s patented Data validation services. Flexibility is precisely why GruntWorx charges on a per-page, per-form, or per-trade basis (depending on which service you choose). For a couple thousand dollars Gruntworx eliminated the need for several data entry staff. The hours are very flexible (this location allows you to choose your own hours as long as you hit a minimum). Use the GruntWorx cost estimator to calculate approximate costs. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. GruntWorx Organize LITE Organizes, bookmarks, and. Pricing for GruntWorx products varies depending on the number of pages, forms, or trades that you need organized. 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. If your tax practice is massive Form 1099s with hedge funds and grantor trust letters, don't bother. GruntWorx Overview. Scan documents at 300 dpi. GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. “You seen what they did last year. 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. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. Clear cookies. Type in the import file's full path and name or click Browse to select an import file. Make any. Edit your existing Organize PDF to insert scanned copies of the new documents and adjust the bookmarks. Any unused units from 2021 would automatically transfer to 2022. 1099-B summary information from Consolidated Brokerage. GruntWorx also offers LITE products, which have a turnaround time of just minutes. Or, if you choose, you can cancel the job. GruntWorx provides a comprehensive and integrated family of web-based products that automate client tax document retrieval, organization, data entry, and review. Our customizable tax software is designed to help you provide the best service for your customers. è To continue set-up,. Eliminates manual data entry of trade details to save hours—even days. What you get: • Your client’s tax forms - identified, labeled and organized in the order of a 1040 and returned in a. Reduce review time by only having summary information extracted. Total Pages. Just scan a client’s “shoebox” of tax documents. 04 Broadcast - Last Chance to Save on GruntWorx! Posted 5 Months Ago by BBartlett. è To continue. 6059 ATTEND A WEBINAR Webinars are a great way to brush up on using GruntWorx and learn about any changes to. Top Questions. Gruntworx was the best thing I added to my practice in the last decade. Data Auditor (Former Employee) - Nashville, TN - May 17, 2021. GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. Please call Sales for details, or you can use theCost. to Organize or Populate and is included with Populate LITE. 877. Click. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. Most returns cost less than $10 to send to Gruntworx in my office. Near Me. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. There are several benefits to using GruntWorx Trades Summary, including: Reduce 10s/100s/1000s of Trades into a single summary sheet. Trades products can be added to the Populate LITE jobs at no extra cost! Just remember – this information is not reviewed for accuracy. Here at GruntWorx, we want to support your tax office for a successful season, no matter the size of your business. . 6059. 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. This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. I checked out, did in-depth demos, etc. Office manager scans and puts all the documents into ONE PDF file and transfers it to a OneDrive folder. For a couple thousand dollars Gruntworx eliminated the need for several data entry staff. This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. Browse the recommended drivers, downloads, and manuals to make sure your product contains the most up-to-date software. Unprecedented accuracy with GruntWorx’s patented Data validation services. Click the plus sign to open the client’s GruntWorx folder. GruntWorx turnaround times are updated daily to provide you with the most up-to-date wait time. 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 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. If additional files or pages should have been included in the job, or if the wrong product was selected, the whole job will have to be submitted again. When the repair is complete, the GruntWorx Select Client list has been updated with all client. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. Most people view these products only as a tool to automatically populate information into the tax return. GruntWorx is well suited for accounting firms of any size; offering easy integration with a variety of tax programs including Drake. Inventory • Add or edit users in the Manage Users tab. 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. Get Gruntworks Discount Code and find Black Friday Coupons & Deals. 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. GruntWorx provides a diagnostic sheet or diagnostic notes that identify job issues. Trade data verified for accuracy by GruntWorx includes Covered/Non Covered indicator, Quantity, Description, Acquisition Date, Sale Date, Proceeds, Cost Basis, Wash Loss,. 95 PPR. Reviewer Mary Girsch-Bock also gave GruntWorx high marks in the remaining categories: Paperless Workflow (4. Purchase Now. Drake ProtectionPlus Standard. 13 You will see that your client now has a plus sign by their name. 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. prompt customer service. GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in productivity. txtaxpro • 5 yr. Sales (800) 716-2558 Email Sales; Solutions. Cost - The only hesitancy I had was the investment this year. 3. Whether your client has 5, 50 or 500 stock transactions, Trades LITE will extract them and. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. 99 each Federal e-File State ProgramsOnly Consolidated Brokerage statements (Forms 1099-B) are supported for extraction. And I was thrown into a tank of sharks blindfolded, and really was just told . If edits are needed, double-click into the field and either key in the adjustment, or use the Auto-Fill feature. 000. 2 Select the GruntWorx icon in the toolbar. Click here! To select documents for uploading to GruntWorx, take the following steps:. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. 1 Merrill Industrial Drive, Suite 21-22, Hampton, NH 03842. It is accessed for the GruntWorx icon to the home windowpane about. 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. Easy Adoption – no . All of your registration are show, include total job charges inches the Cost bar. Populate LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than the traditional Populate product. Job Status. quick reference for the ongoing use of GruntWorx Organize and GruntWorx Populate for use with CCH Axcess™ 1040 tax software. The application displays the Form 8949/GruntWorx Trade screen, click Next when you are ready to continue. 13 You will see that your client now has a plus sign by their name. Not supported for import into other return types. • If a user’s account gets Locked, under Manage Users, click. processing. GruntWorx provides a diagnostic sheet or diagnostic notes that identify job issues. Using acceptable scan quality, you maintain an organized document back in minutes. Wash sale, adjusted cost basis or other non-supported transaction not supplied for extraction. 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. 1 Launch Drake Software. o The user receives an organized and bookmarked PDF • Organize . 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. SurePrep vs GruntWorx Human Verification. Ask Your Own Tax Question. 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 GruntWorx dollars before you will be able to retrieve.