statements into a standard Microsoft Excel file to import into any. E stimate your costs on the GruntWorx website. GruntWorx pricing. 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 Organize system costs $5 per use (regardless of the number of source. proprietary software tools required for every step of workflow process —data validation, PDF editing, return review. Junk Removal & Hauling Cost Guide. Presentation Length 1. GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in. Most people view these products only as a tool to automatically populate information into the tax return. No start up fees,. Choose the services you need: Image Description. All of your registration are show, include total job charges inches the Cost bar. 20/page submitted. Submitted: 4 years ago. It is accessed from aforementioned GruntWorx logo for the home. Lower cost with fixed price per Brokerage. Populate LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than the traditional Populate product. Add the amount to purchase to your cart. Please call Sales for details, or you can use the ; Store; button to access tools to help you estimate your needs. Poorly scanned papers – If a field or entire form cannot be read by GruntWorx it will be classified as Poor Quality. Click. Below are some alternatives with more reviews: 1. You can transmit federal and related state together or separately (if necessary and allowed by the state). In fact, we will even give you an index up front. Trade data verified for accuracy by GruntWorx includes Covered/Non Covered indicator, Quantity, Description, Acquisition Date, Sale Date, Proceeds, Cost Basis, Wash Loss,. I’m looking for feedback from those who have used both, and. and Populate jobs are able to be submitted and retrieved with no additional steps. 2017 Upcoming Season Setup - SurePrep Tax Caddy with 1040 ScanVerify and SPbinder,. TIP: To find the cost-per-client information for processing a return, click on the Job Status tab and uncheck the. Reduce review time by only having summary information extracted. I checked out, did in-depth demos, etc. 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. Close Settings and refresh your browser. GruntWorxOrganize LITE. When you come to Drake, bring your client’s prior year tax returns with you with our free data conversion service. You do not need to open this file. 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. o Does not include human validation or population of tax data. It stipulates thee with somebody. The current turnaround time is 24 hours or less. It provides you with in . com – great for more complicated Drake Software questions. Call GruntWorx at 1. • 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. The Gruntwork team deploys a Reference Architecture for you, setting you up with all the foundational pieces you need to get started with AWS and Terraform, including your Landing Zone, network topology, CI / CD pipeline, guard rails, monitoring, out-of-the-box compliance, and more. The Populate feature costs 75 cents per form. Speed. 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 amount used for a Trades add-on are withdrawn from your balance only after the job has processed. 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. Please call Sales for details, or you can use the ; Store; button to access tools to help you estimate your needs. 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. 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. Drake ProtectionPlus Standard. CloseOffice VBA reference topicLearn the basics of Drake Software products with these short instructional videos. Unprecedented accuracy with GruntWorx’s patented Data validation services. Communicate estimated tax deadlines to all your clients, even if they didn’t have Schedule C income in. Get streamlined data entry for capital gains taxes with automation for Brokerage Statements, Brokerage Summaries, and Forms 1099-B. The application will display the Form 8949/GruntWorx Trade screen, click the Next button when you are ready to continue. Specialties: GruntWorX Exterior Cleaning provides power washing services in Jacksonville, FL, and surrounding areas. 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. $44. 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. txtaxpro • 5 yr. If the user declines, they are given the option to type the client SSN/s. Self-Validate when used with Populate LITE at no extra cost. The application displays the Form 8949/GruntWorx Trade screen, click Next when you are ready to continue. o The user receives an organized and bookmarked PDF Organize with the option to select Trades. The Organize system costs $5 per use (regardless of the number of source. o Includes human. Clear cookies. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. GruntWorx pricing is calculated on a per-trade basis. quick reference for the ongoing use of GruntWorx Organize and GruntWorx Populate for use with CCH Axcess™ 1040 tax software. Populate EASY - one do-it-yourself product fitted ampere sooner turnaround time and down cost than the traditional Populate product. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. Use the PitchBook Platform to explore the full profile. Total Pages. And I was thrown into a tank of sharks blindfolded, and really was just told . 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. Individual brokerage statements and Forms 1099B can be a nightmare for any tax practice, but fortunately, GruntWorx Trades is a dream come true. My first year as a Team Lead. We do offer alternative options, Expedited Service as well as Populate LITE, which has virtually no turnaround time. 2023 Exhibitor Directory. . 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. 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. Population software goes one step further, making data entry a part of the automated process. Select a category below or click. 5 Best Fit While the GruntWorx Gather, GruntWorx Organize, and GruntWorx Trades services create. See the GruntWorx section on to Draft Support company for further information (Drake Support get required). This is part of any job submitted to GruntWorx and returns a bookmarked PDF document to you. Please call Sales for details, or you can use the Cost. When it comes to actually using tax automation products like Organize, Populate, and Trades, Girsch-Bock noted that the lack of upfront fees and. Expedited Service A 100% premium will be added to the cost of the job. to Organize or Populate and is included with Populate LITE. Cost. Service Resources. The firm I work for now has used Lacerte for 10+ years. Attachments. GruntWorx provides a diagnostic sheet or diagnostic notes that identify job issues. We’ve partnered with Rightworks to provide a world-class cloud hosting experience and give you the flexibility to run your business from anywhere. See the cost of the job if. 07. Clear cookies. • 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 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. Trades Summary is designed to help users automatically transform. Submit a Populate LITE with Trade Details job to automate Schedule D/8949 data entry. 12924: GruntWorx Trades - Not Enough GruntWorx Dollars for the Job. With tolerant survey good, you getting an organized documents back in minutes. Wash sale, adjusted cost basis or other non-supported transaction not supplied for extraction. GruntWorx products are also IRC Section 7216-compliant. Trade Detail data imports easily from a GruntWorx-generated Microsoft Excel file into your tax software. Eliminates manual data entry of trade details to. Grunt. USE THE GRUNTWORX CALCULATOR Determine the cost to process a job before submitting it with the easy-to-use GruntWorx calculator. Run reports on job prices See the price ofGruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. How to Set up a GruntWorx Account. 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. 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. TIP: To find cost-per-client information, click Settings then Inventory. 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. Trade Import Details: GruntWorx Trades. If chosen, a 100% premium will be added to the cost of the job, however, the job is. If it is an executable file, follow the AV program's steps for adding an exclusion or allowing the file to function. 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. 00/brokerage if adding to an Organize or Populate job, or at no extra cost with. Validated by GruntWorx when used with Organize or Populate. Standard Populate charges apply and the turn-around time will be subject to normal wait times. Following the. Avalara. Gruntworx is fantastic if you're looking for a quiet work environment performing repetitive tasks. Populate LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than the standard Populate product. 6059 • Receive. Example of Report: 12 When the download is complete, go to Drake Documents and find your client. There. 3 Choose your client by clicking the Select client drop list. 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. 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. 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. Eliminates manual data entry of trade details to save hours—even days. We would like to show you a description here but the site won’t allow us. 03 Broadcast - 10% off GruntWorx through May 31st! Posted 6 Months Ago by BBartlett. 0 hour Subject Area 1. 13 You will see that your client now has a plus sign by their name. Using acceptable scan quality, you maintain an organized document back in minutes. (per semester) Full Time (For students entering in the 2024–2025 academic year. GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. Run reports on job prices See the price ofGruntWorx. name, status, the date it was sent to GruntWorx, the date it was downloaded from GruntWorx, the product used, and the costs. Validated by GruntWorx when used with Organize or Populate. View Supported Forms GruntWorx pricing. Admin on the account, option to enable job cost display on Dashboard, get two-factor authentication code if needed and adjust account access permissions. è To continue. Trades Summary can be added on. 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. 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. GruntWorx Organize is an easy-to-use, accurate, and affordable solution that meets the needs of tax professionals in any size firm. The firm I work for now has used Lacerte for 10+ years. GW Lite - Insert Additional Scanned PDF Documents Into an Organize PDF. 11044: GruntWorx - Missing Information and Data. 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. 1 year. Go to the Drake Software Support Website > Purchasing > GruntWorx Integration to get more information about pricing. Set up your DevOps foundations. Click the plus sign to open the client’s GruntWorx folder. Click See Pricing to view the price of each job type and estimate your costs. Search GruntWorx. We pride ourselves on providing professional customer care because making our customers happy is always our number one goal. This was my 2nd season working for gruntworx through PSG. 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. Your job will move to an expedited job queue guaranteeing processing. 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. 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. Course Level Basic. Not supported for import into other return types. Trade Detail data imports easily from a GruntWorx-generated Microsoft Excel file into your tax software. Flexibility is precisely why GruntWorx charges on a per-page, per-form, or per-trade basis (depending on which service you choose). Credits – GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. Worx. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. The estimated total pay for a Tax Data Entry Clerk at GruntWorx is $40,233 per year. The Populate feature costs 75 cents per form. GruntWorx Advantages. 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. Note that Drake Documents requires Microsoft . 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. 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. The IRS provides several online resources, like YouTube videos, Podcasts, and written instructions for securing a transcript of copy of a tax return. GruntWorx provides a diagnostic sheet or diagnostic notes that identify job issues. Completed — The upload to GruntWorx is complete but you have yet to download the completed job back to your computer. Proceed to the next section, Using GruntWorx within Drake Software. Populate LITE will cost $0. There are several benefits to using GruntWorx Trades Summary, including: Reduce 10s/100s/1000s of Trades into a single summary sheet. 00. From the August 2019 reviews of tax document automation systems. TIP: The GruntWorx Agent will retrieve the client’s proforma data from the client tax file in Lacerte and submit the job to GruntWorx. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. 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. Refer to the videos and links below for. Organize LITE is a low-cost, entry-level solution that makes converting to a paperless office easy by including all the features and benefits of the standard Organize product but without human validation. I’m looking for feedback from those who have used both, and. with the option to select Trades. E stimate your costs on the GruntWorx website. If edits are needed, double-click into the field and either key in the adjustment, or use the Auto-Fill feature. GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in productivity. Video. Address. 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. didn't purchase gruntworx but did get the portal, so far so good on that, but the organizers are only so-so. Pending. 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. 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. Tokens – GruntWorx tokens are in the process of being retired. 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. Inventory • Add or edit users in the Manage Users tab. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. The cost will be that of a new job. GruntWorx lets you take any printed or written text and digitize it automatically, cutting down on more manual entry. Wash sale, adjusted cost basis or other non-supported transaction not supplied for extraction. 00 MB, 3K views. All of your submissions are displayed, with total job costs in the Cost column. Flexibility is precisely why GruntWorx charges on a per-page, per-form, or per-trade basis (depending on which service you choose). Right-click and select Cancel Job. 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. user more flexibility to control cost. the Total Cost of Ownership (TCO) is usually lower than. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. 830. GruntWorx turnaround times are updated daily to provide you with the most up-to-date wait time. tab and uncheck the . black white green blue red orange yellow navi. Slow process both learning and completing the TR. Preparing to Use GruntWorx. 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. GruntWorx - A submission consists of one or more of these three products: Organize Default product. It is accessed for the GruntWorx icon to the home windowpane about. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. 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. GruntWorx pricing is calculated on a per-trade basis. 6059. For each user that you want to see job costs, check the “job cost display” box and save changes. è To continue set-up,. Tokens – GruntWorx tokens are in the process of being retired. 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. Job Costs are now available on each client’s row. GruntWorx is well suited for accounting firms of any size; offering easy integration with a variety of tax programs including Drake. I will check them out. è To continue. GruntWorx can handle most tax office document organization and data entry, freeing tax professionals from time wasted on a clearly tedious task. 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. GruntWorx application with a status . 0. There are no large up-front costs associated. 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. è To continue. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. The cost will be that of a new job. The cost will be that of a new job. Category: Tax. Email/Calendar: Office 365. 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. It provides you with somebody . ago. - GruntWorx Leverages applications you already use: Excel®, Adobe®Acrobat®, and your tax prep software . Go to the Job Status tab. 9500 | Webinars at DrakeSoftware. You may use your tokens until they expire but you may also convert your tokens to dollar credits. If all documents in a job indicate Security Method: No Security and the job still fails, contact Drake Support (828-524-8020). Total Pages. We think of it as the secret to our success - and yours. Most returns cost less than $10 to send to Gruntworx in my office. If your tax practice is massive Form 1099s with hedge funds and grantor trust letters, don't bother. How to Set up a GruntWorx Account. GruntWorx and TicTie Calculate can provide you a complete, efficient end-to-end solution for processing paperless 1040 Tax Returns and related workpapers. This cutting-edge technology is fully into Droke Strain and uses Drake Documents for scanning, printing plus file management. 1 year. Job Costs are now available on each client’s row. 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. 04 Broadcast - Last Chance to Save on GruntWorx! Posted 5 Months Ago by BBartlett. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. Address. Click Refresh or close and reopen GruntWorx to check job status. They also have discounts if you buy early in the year. BILL YOUR CLIENTIt’s a mathematical certainty that every red-blooded American has heard “time is money” before collecting their first paycheck. From your GruntWorx Dashboard, click Settings in the top right corner. 877. Email. Trade Import Summary: GruntWorx Trades. Any unused units from 2021 would automatically transfer to 2022. For professionals dealing with trade data, GruntWorx offers powerful tools that simplify the process. To view GruntWorx’s complete valuation and funding history, request access ». For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. 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 Advantages. Please call Sales for details, or you can use the Store button to access tools to help you estimate your needs. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. 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 is web-based and works with most browsers and computers. GruntWorx provides a diagnostic sheet or diagnostic notes that identify job issues. *New accounts receive $40 to try GruntWorx Free. Click here! To select documents for uploading to GruntWorx, take the following steps:. Replace slow, outdated manual data entry of Brokerage Statements and 1099-Bs with Self-Service Trade Details. Organize LITE provides you with a bookmarked PDF and the Populate LITE product provides you with a data import file. Please do not submit client data through this form, as it would be unencrypted and not secure. Phone number (601) 590-1263. Click Try GruntWorx for Free to sign up for the free trial. You do not need to open this file. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. 6059 ATTEND A WEBINAR Webinars are a great way to brush up on using GruntWorx and learn about any changes to. 14 GruntWorx sends all the processed files back to the GruntWorx folder within Drake Documents. > 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. 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 bottom line for your firm is better. the height of tax season, customers are. 0 hours. tab and uncheck the . The option will be grayed out if not available for that job type. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. 10 Once you are back in GruntWorx, go to the Job Status tab. Example of Report: 12 When the download is complete, go to Drake Documents and find your client. A provides it with an . Visit the GruntWorx section on the Drake Support site for more information (Drake Support login required). Use the GruntWorx cost estimator to calculate approximate costs. Get Gruntworks Discount Code and find Black Friday Coupons & Deals. When the repair is complete, the GruntWorx Select Client list has been updated with all client. 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. Trades summary. Unprecedented accuracy with GruntWorx’s patented Data validation services. 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. New Orleans. The GruntWorx Trades option takes things a step further, extracting category. The trick of turning Gruntworx into a profit engine requires some explanation. 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. Please call Sales for details, or you can use theCost. Trades Summary is available at the low cost of $3. The job will not be charged. 877. GruntWorx Organize takes the hassle out of managing clients' tax documents. quick reference for the ongoing use of GruntWorx to populate 1040 client tax forms into UltraTax CS™ 1040 tax software client files. Be sure to only download the new job, not the previous one that you want to replace. Search for: Call GruntWorx at 1. 13 You will see that your client now has a plus sign by their name. Flexibility is precisely why GruntWorx charges on a per-page, per-form, or per-trade basis (depending on which service you choose). The newest solution from GruntWorx, Trades LITE, allows users to have the benefit of capital gains automation – without the cost. 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. 1099-B summary information from Consolidated Brokerage. Search reviews. This will cost 5 cents per page processed, even if they were included in the original submission. o Includes human validationTIP: To find the cost-per-client information for processing a return, click on the Job Status tab and uncheck the. GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. Discern the GruntWorx section to the Drake Support site to more news (Drake Support login required). Canceled jobs can be viewed by un-checking the Hide downloaded jobs box:Last week, we noted that the IRS was going to celebrate National Small Business Week by issuing a series of press releases containing advice for the nation’s small business owners: you know, the sole proprietors, partnerships, pass-through entities, and independent…Read more ›Gruntworx is fantastic if you're looking for a quiet work environment performing repetitive tasks. System Requirements: To use GruntWorx, a computer meeting Drake Tax. Call Drake Support for assistance at 828. • Run a Job Cost Report by selecting start and end dates and click-ing download report. Our customizable tax software is designed to help you provide the best service for your customers. o The user receives an organized and bookmarked PDF Organize with the option to select Trades. Most returns cost less than $10 to send to Gruntworx in my office. 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. GruntWorx provides a comprehensive and integrated family of web-based products that automate client tax document retrieval, organization, data entry, and review. Admin on the account, option to enable job cost display on Dashboard, get two-factor authentication code if needed and adjust account access permissions. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. 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. The tentative recapture of Sec. Flexibility is precisely why GruntWorx charges on a per-page, per-form, or per-trade basis (depending on which service you choose). 00 MB, 3K views. $10 PPR. Nice, thanks. 8. With an interactive table of contents at your fingertips that mirrors the standard order of a 1040 return, navigating. 3 Select GruntWorx Integration from the My Account drop list. statements into a standard Microsoft Excel file to import into any. Filter by rating. Cost. We’re working on a full tech reboot, and as part of that we’re considering using an OCR + human verification service.