Here you should see your client ID, client name, and completion status. 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. How to Set up a GruntWorx Account. o Does not include human validation or population of tax data. Trades products can be added to the Populate LITE jobs at no extra cost! Just remember – this information is not reviewed for accuracy. Share this conversation. Be sure to only download the new job, not the previous one that you want to replace. BILL YOUR CLIENTIt’s a mathematical certainty that every red-blooded American has heard “time is money” before collecting their first paycheck. Address. 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. This cutting-edge technology is integrated into Drake Tax and uses Drake Documents to scanning, printing and create management. Start a Free Trial Today! Current Users - Purchase Online. 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 is priced on a per-return basis, which lets firms use it for just a few client returns or across a larger number. The Populate feature costs 75 cents per form. Support@Drakesoftware. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. Use the PitchBook Platform to explore the full profile. 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 trick of turning Gruntworx into a profit engine requires some explanation. • Run a Job Cost Report by selecting start and end dates and click-ing download report. Most people view these products only as a tool to automatically populate information into the tax return. Be sure to only download the new job, not the previous one that you want to replace. Management was so incredibly supportive and constantly available to answer any questions. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. Scan clarity affects the accuracy of GruntWorx products: Use a TWAIN compatible scanner. A trades job is a vailable for return types 1040, 1041, 1120, 1120-S, and 1065 only. Close Settings and refresh your browser. 8. E stimate your costs on the GruntWorx website. Hide downloaded jobs. Following the. What you get: • Your client’s tax forms - identified, labeled and organized in the order of a 1040 and returned in a. black white green blue red orange yellow navi. 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. Lower cost with fixed price per Brokerage. 6059. • Tabbing out of the last field on the last page opens the. and Populate jobs are able to be submitted and retrieved with no additional steps. 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. Trades Summary is designed to help users automatically transform. 1 year. We pride ourselves on providing professional customer care because making our customers happy is always our number one goal. *New accounts receive $40 to try GruntWorx Free. To find the cost-per-client information for processing a return, click on the . GruntWorx allows the user to select from three types of jobs • Organize Lite – Our quickest turn-around and most cost-effective product. (per semester) Full Time (For students entering in the 2024–2025 academic year. The application displays Step 1 of the process. Call us at 1-855-583-7486 for more details. Cost: GruntWorx is economical, especially when using the LITE products. GruntWorx provides a diagnostic sheet or diagnostic notes that identify job issues. Be sure to only download the new job, not the previous one that you want to replace. Reduce review time by only having summary information extracted. xml data file that can be extrinsic into Drake Tax. And audit firms will continue to bump up audit fees to meet the demand of cost and to retain talent. The IRS provides several online resources, like YouTube videos, Podcasts, and written instructions for securing a transcript of copy of a tax return. In my office we find it practical to use either Populate or Populate LITE. 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. All of your registration are show, include total job charges inches the Cost bar. GruntWorx provides a comprehensive and integrated family of web-based products that automate client tax document retrieval, organization, data entry, and review. If you choose Or-ganize, you will. The Organize Lite edition costs five cents per page, while the Organize Pro edition costs 20 cents per page. Click the plus sign to open the client’s GruntWorx folder. > GruntWorx Populate makes use of the CCH Axcess Export/Import functions found within the tax software Considerations for. 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. Unprecedented accuracy with GruntWorx’s patented Data validation services. Every return you have submitted will be here, displaying the following information: client . 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. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. 3 Choose your client by clicking the Select client drop list. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. About Us. 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. 4 5Populate 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. GruntWorx also offers LITE products, which have a turnaround time of just minutes. Brian worked at a financial institution for 16 years before beginning his career with GruntWorx. GruntWorx pricing is calculated on a per-trade basis. GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. Reviewer Mary Girsch-Bock also gave GruntWorx high marks in the remaining categories: Paperless Workflow (4. 00 MB, 3K views. 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. Flexibility is precisely why GruntWorx charges on a per-page, per-form, or per-trade basis (depending on which service you choose). 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. Or, if you choose, you can cancel the job. 2017 Upcoming Season Setup - SurePrep Tax Caddy with 1040 ScanVerify and SPbinder,. GruntWorx is the Drake name for text recognition automation features, which as everyone who reads this site knows, is a must in keeping your business operations as streamlined as possible. 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. Click Try GruntWorx for Free to sign up for the free trial. There. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. 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. Scan in black and white. 877. 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. You may use your tokens until they expire but you may also convert your tokens to dollar credits. Populate LITE with Trades Details. 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. said, ‘Hey, we can take that information and organize it for you. GruntWorx Trades, however, does require the use of Microsoft Excel to import a trades jobs into Drake. There are no upfront costs, fees, or commitments. TIP: Depending on the complexity and size of the job, it could be . o Includes human validationTIP: To find the cost-per-client information for processing a return, click on the Job Status tab and uncheck the. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. From the August 2019 reviews of tax document automation systems. 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. The firm I work for now has used Lacerte for 10+ years. Cost. 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. 0, using GruntWorx PDF file output. to Organize or Populate and is included with Populate LITE. 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. Cost. CPE: Not available (archived webinars do not offer CPE credits). Drake users must register and purchase at their site. 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. Supported Form Types : 1099-B: Consolidated 1099 Brokerage Statements:I do not have a huge practice, but it Gruntworx is cost effective and accurate, maybe I should look at using it. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. Go to the Drake Software Support Website > Purchasing > GruntWorx Integration to get more information about pricing. System Requirements: To use GruntWorx, a computer meeting Drake Tax. The firm I work for now has used Lacerte for 10+ years. 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. • Once the pages have been processed through the GruntWorx software, the. GruntWorx pricing is calculated on a per-trade basis. GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. However, an actual copy of a previous tax return will cost $50 and will require a completed Form 4506. 10702: GruntWorx - Diagnostics. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. Populate LITE - a do-it-yourself fruit highlighting a quicker turnaround time and lower cost than the classic Populate product. Cost. 00/brokerage if adding to an Organize or Populate job, or at no extra cost with. GruntWorx products require no. ago. Sales. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928800-291-2136 2012 Overall Rating 4. For Live Phone Support dial x3A quick and easy solution to automatically convert scanned tax documents into digital work papers that are organized, bookmarked and labelled. See the GruntWorx section to the Drake Support site for more information (Drake Back get required). Inventory • Add or edit users in the Manage Users tab. 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. 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. 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. Based on 140+ Reviews. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. That being said, there are great resources provided by. There is no initial cost to GruntWorx. 890. For a couple thousand dollars Gruntworx eliminated the need for several data entry staff. 20/page submitted. The cost will be that of a new job. E stimate your costs on the GruntWorx website. 5 out of 5 stars 5 star 33% 4 star 33% 3 star 0% 2 star 33% 1 star 0% See all 3 Gruntworx reviews 3 reviews 3 discussions Save to My Lists Claimed This profile. Information on acquisition, funding, cap tables, investors, and executives for GruntWorx. Answered in 3 days by: 7/16/2019. Populate. Award-Winning. 0 hour Subject Area 1. Run reports on job prices See the price ofGruntWorx. When to. 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. 1 Merrill Industrial Drive, Suite 21-22, Hampton, NH 03842. 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. Show More. 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. There are several benefits to using GruntWorx Trades Summary, including: Reduce 10s/100s/1000s of Trades into a single summary sheet. 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. Cost. NET Framework version 4. GruntWorx pricing is calculated on a per-trade basis. Clear cookies. Make any. GruntWorx, LLC, is a Drake Enterprises company and leader in cloud-based paperless tax workflow systems. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. Populate EASY - one do-it-yourself product fitted ampere sooner turnaround time and down cost than the traditional Populate product. Lower cost with fixed price per Brokerage. We will read and identify whether this is a W-2, 1099, 1098, 1095, whatever the form number is and who the payer is. GruntWorx: GruntWorx is a secure web app that lets you populate and organize files such as 1099s, W-2s and trades from broker statements. We’ve partnered with Rightworks to provide a world-class cloud hosting experience and give you the flexibility to run your business from anywhere. GruntWorxOrganize LITE. 00. GruntWorx pricing is calculated on a per-trade basis. We do offer alternative options, Expedited Service as well as Populate LITE, which has virtually no turnaround time. Add the amount to purchase to your cart. GruntWorx pricing is calculated on a per-trade basis. They also have discounts if you buy early in the year. The application displays the Form 8949/GruntWorx Trade screen, click Next when you are ready to continue. From the return's Data Entry Menu, click Form 8949 GruntWorx Trade from the toolbar Import button. Drake Software is known for personal and . Cost: GruntWorx is economical, especially when using the LITE products. 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 amount used for a Trades add-on are withdrawn from your balance only after the job has processed. Trades summary. Drake users must register and purchase at their site. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. è To continue. Go to Manage Users. 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 . 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. Pending — The upload to GruntWorx is still in progress. Or, if you choose, you can cancel the job. 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. 2 Select the GruntWorx icon in the toolbar. Search reviews. Whether your client has 5, 50 or 500 stock transactions, Trades LITE will extract them and. 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. It deliver you with an . The cost will be that of a new job. Automatic data flow from federal return to state and city returns, with override options. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. 7. 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 . 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). Less than 1% of firms can find enough staff GruntWorx and go to the Job Status tabbed. After choosing the primary job type, you can select to add a Trade Details or Trade Summary job as well. Hide downloaded jobs. It provides you with an . Populate LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than which traditional Populate product. If the user declines, they are given the option to type the client SSN/s. 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns $49. The result is that when the preparer sits down to start preparing the ProSystem fx 1040 tax return, the working papers are already. Make any user an. Address. Search reviews. 830. ü. TIP: To cancel a pending job, right-click. Get streamlined data entry for capital gains taxes with automation for Brokerage Statements, Brokerage Summaries, and Forms 1099-B. statements into a standard Microsoft Excel file to import into any. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. • 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. Click Refresh or close and reopen GruntWorx to check job status. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. When a Trades job is submitted, an Excel file is generated and returned from GruntWorx. 18 The XML file contains your Populate Job extracted data. You can listen to music and just focus on work. For each user that you want to see job costs, check the “job cost display” box and save changes. • Run a Job Cost Report by selecting start and end dates and click-ing download report. No, once a job has been submitted to GruntWorx, it cannot be changed. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. GruntWorx allows the user to select from three types of jobs • Organize Lite – Our quickest turn-around and most cost-effective product. pdf 1. The newest solution from GruntWorx, Trades LITE, allows users to have the benefit of capital gains automation – without the cost. CPE Credits 1. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. - GruntWorx Leverages applications you already use: Excel®, Adobe®Acrobat®, and your tax prep software . 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. Email/Calendar: Office 365. GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in. Example of Report: 12 When the download is complete, go to Drake Documents and find your client. You can use GruntWorx as little or as much as you want and the dollars you add to your account will never expire as long as your account remains active. o Includes human. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. Top Questions. 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. Job Costs are now available on each client’s row. Poorly scanned papers – If a field or entire form cannot be read by GruntWorx it will be classified as Poor Quality. Assume Company A purchases equipment for $17,000, with an estimated salvage value of $2,000, and useful life of 5 years. The selected file is displayed in the Form 8949 Transaction Information window along with a record count. è To continue. The cost will be that of a new job. 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. black white green blue red orange yellow navi. If you choose Or-ganize, you will. Wash sale, adjusted cost basis or other non-supported transaction not supplied for extraction. Flexibility is precisely why GruntWorx charges on a per-page, per-form, or per-trade basis (depending on which service you choose). 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. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Wash sale, adjusted cost basis or other non-supported transaction not supplied for extraction. Below are some alternatives with more reviews: 1. • If a user’s account gets Locked, under Manage Users, click. Click the plus sign to open the client’s GruntWorx folder. And I was thrown into a tank of sharks blindfolded, and really was just told . Self-Validate when used with Populate LITE at no extra cost. If I had to boil it down, Lacerte is more user friendly and Ultratax is able to do a bit more. 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. Click the plus sign to open the client’s GruntWorx folder. • Value for Cost • Customer Support. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. Search GruntWorx. Only Consolidated Brokerage statements (Forms 1099-B) are supported for extraction. 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. Cost. A quick and easy solution to automatically convert scanned tax documents into digital work papers that are organized, bookmarked and labelled. 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. 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. GruntWorx pricing is calculated on a per-trade basis. o Includes human validationYou could be the first review for Gruntworx. 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. 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. Trades summary. 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. 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. Sales. 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. Shortcut keys and macros simplify data entry and reduce keystrokes. Sales (800) 716-2558 Email Sales; Solutions. This was my 2nd season working for gruntworx through PSG. Make the desired selections on the Name Index Additional Options window, then click OK. 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. Clear cookies. Search for: Browse By Topic. > GruntWorx Populate makes use of the CCH Axcess Export/Import functions found within the tax software Considerations for. 0 and 11. 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). Admin on the account, option to enable job cost display on Dashboard, get two-factor authentication code if needed and adjust account access permissions. 1. They SUCK! Stay away from them. Here is our internal process. Populated LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than the tradition Populate outcome. 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. Using acceptable scan quality, you maintain an organized document back in minutes. 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). 0 hours. The depreciable base for this asset is increased. Uploading and Downloading It’s as easy as 1,2,3. We’re creating a hub of information where any tax professional can come to learn about the paperless tax preparation process. Click See Pricing to view the price of each job type and estimate your costs. Atlanta. quick reference for the ongoing use of GruntWorx to populate 1040 client tax forms into ProSystem fx™ 1040 tax software client files. Make any. Here at GruntWorx, we want to support your tax office for a successful season, no matter the size of your business. Reduce review time by only having summary information extracted. Organize LITE provides you with a bookmarked PDF and the Populate LITE product provides you with a data import file. è To continue set-up,. 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. 800-291-2136 2011 Overall Rating 4. How to Set up a GruntWorx Account. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. quick reference for the ongoing use of GruntWorx to populate 1040 client tax forms into UltraTax CS™ 1040 tax software client files. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. The diagnostic sheet is included with the Organize, Populate, and Trades files that are placed in. TIP: The GruntWorx Agent will retrieve the client’s proforma data from the client tax file in UltraTax and submit the7. GruntWorx Organize . A provides it with an . How to Set up a GruntWorx Account. GW Lite - Insert Additional Scanned PDF Documents Into an Organize PDF. “You seen what they did last year. TIP: To find the cost-per-client information for processing a return, click on the Job Status tab and uncheck the. Current Users - Purchase Online. The Populate feature costs 75 cents per form. 800. The cost will be that of a new job. 05. Make any. tab and uncheck the . USE THE GRUNTWORX CALCULATOR Determine the cost to process a job before submitting it with the easy-to-use GruntWorx calculator. Attachments. Even during . When the repair is complete, the GruntWorx Select Client list has been updated with all client. 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. Trades Summary is available at the low cost of $3. From what I’ve read, both SurePrep and GruntWorx offer a better product than any offerings bundled with tax software. GruntWorx turnaround times are updated daily to provide you with the most up-to-date wait time. The steps outlined below should work with any standard PDF file, and may also work with earlier ver-sions of Acrobat software, with some modifications. It stipulates thee with somebody. Validated by GruntWorx when used with Organize or Populate. Cost. try to print the document, scan the print to PDF and use the scanned PDF file in place of the original. 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. How to Set up a GruntWorx Account. • 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. Not supported for import into other return types. 3. Products. 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. quick reference for the ongoing use of GruntWorx Organize and GruntWorx Populate for use with CCH Axcess™ 1040 tax software. In fact, we will even give you an index up front. 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. 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. CloseFrom the GruntWorx Dashboard, click on the client name to open the client’s details. View Supported Forms GruntWorx pricing. GruntWorx Advantages. 14 GruntWorx sends all the processed files back to the GruntWorx folder within Drake Documents. è To continue set-up,. Credits – GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. $6M. Job Status. Video. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. tab and uncheck the . In the Status column of the GruntWorx Status dialog box, one of these statuses is listed: Failed — A transmission failure stopped the download. 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. Attachments. 99 each Federal e-File State ProgramsOnly Consolidated Brokerage statements (Forms 1099-B) are supported for extraction. GruntWorx allows the user to select from three types of jobs Organize Lite – Our quickest turn-around and most cost-effective product. Completed — The upload to GruntWorx is complete but you have yet to download the completed job back to your computer. GruntWorx lets you take any printed or written text and digitize it automatically, cutting down on more manual entry. • If a user’s account gets Locked, under Manage Users, click. This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. Reviewer Mary Girsch-Bock also gave GruntWorx high marks in the remaining categories: Paperless Workflow (4. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. Exhibitor. There are no large up-front costs associated. When it comes to actually using tax automation products like Organize, Populate, and Trades, Girsch-Bock noted that the lack of upfront fees and. GruntWorx Populate: Current tax year. 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.