This option requires a PDF editor,. Reduce review time by only having summary information extracted. Worx. Click here! To select documents for uploading to GruntWorx, take the following steps:. “And GruntWorx. We’ve partnered with Rightworks to provide a world-class cloud hosting experience and give you the flexibility to run your business from anywhere. Supported Years. 3 Select GruntWorx Integration from the My Account drop list. quick reference for the ongoing use of GruntWorx Organize and GruntWorx Populate for use with CCH Axcess™ 1040 tax software. Example of Report: 12 When the download is complete, go to Drake Documents and find your client. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. 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. 11 views, 0 likes, 0 loves, 0 comments, 0 shares, Facebook Watch Videos from GruntWorx: Interested in GruntWorx? Sign up for a free trial today and give it a try at no cost to you . Current Users - Purchase Online. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. Shortcut keys and macros simplify data entry and reduce keystrokes. Use the GruntWorx cost estimator to calculate approximate costs. Population software goes one step further, making data entry a part of the automated process. If your looking for a company that will do a stellar job pressure washing/soft washing your property with commercial grade equipment look no further. Search for: Browse By Topic. Other Junk Removal & Hauling Nearby. Office manager scans and puts all the documents into ONE PDF file and transfers it to a OneDrive folder. • If a user’s account gets Locked, under Manage Users, click. Trade Detail data imports easily from a GruntWorx-generated Microsoft Excel file into your tax software. Click Try GruntWorx for Free to sign up for the free trial. 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 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. > GruntWorx Populate makes use of the CCH Axcess Export/Import functions found within the tax software Considerations for. The firm I work for now has used Lacerte for 10+ years. com – great for more complicated Drake Software questions. See the GruntWorx section on to Draft Support company for further information (Drake Support get required). 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. To how the sort to a CSV, click Export in the bottom about the screen. Every return you have submitted will be here, displaying the following information: client . It provides you with an . 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. CPE: Not available (archived webinars do not offer CPE credits). The application displays the Form 8949/GruntWorx Trade screen, click Next when you are ready to continue. • Once the pages have been processed through the GruntWorx software, the. Gruntworx. Lower cost with fixed price per Brokerage. 877. box. Avalara. This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. 13 You will see that your client now has a plus sign by their name. Validated by GruntWorx when used with Organize or Populate. $6M. Populate LITE - a do-it-yourself fruit highlighting a quicker turnaround time and lower cost than the classic Populate product. Be sure to only download the new job, not the previous one that you want to replace. When it comes to actually using tax automation products like Organize, Populate, and Trades, Girsch-Bock noted that the lack of upfront fees and. The estimated additional pay is $3,124 per year. See the GruntWorx section to the Drake Support site for more information (Drake Back get required). 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. Upgrade your home office setup with this Brother compact desktop scanner. 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. Please call Sales for details, or you can use the Cost. Inventory • Add or edit users in the Manage Users tab. 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. Proceed to the next section, Using GruntWorx within Drake Software. 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. Standard Populate charges apply and the turn-around time will be subject to normal wait times. For professionals dealing with trade data, GruntWorx offers powerful tools that simplify the process. The 10% carryover is a sales tactic to get you to renew. Clear cookies. It is web-based and works with most browsers and computers. 0, using GruntWorx PDF file output. For a couple thousand dollars Gruntworx eliminated the need for several data entry staff. From the August 2019 reviews of tax document automation systems. 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. NET Framework version 4. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. GruntWorx pricing is calculated on a per-trade basis. 0 hour Recorded Date October 25, 2023. Most returns cost less than $10 to send to Gruntworx in my office. 8. For each user that you want to see job costs, check the “job cost display” box and save changes. Drake is well-known for its top-notch customer service and support. 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. 00. Here you should see your client ID, client name, and completion status. The estimated base pay is $37,109 per year. 830. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. E stimate your costs on the GruntWorx website. 18 The XML file contains your Populate Job extracted data. Credits – GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. Email. If only the loss amount is available,. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. Go to Manage Users. Individual brokerage statements and Forms 1099B can be a nightmare for any tax practice, but fortunately, GruntWorx Trades is a dream come true. Organize LITE provides you with a bookmarked PDF and the Populate LITE product provides you with a data import file. Securing your client data is important to GruntWorx. If you choose Or-ganize, you will. It is accessed for the GruntWorx icon to the home windowpane about. GruntWorx can handle most tax office document organization and data entry, freeing tax professionals from time wasted on a clearly tedious task. Below Populate is an option to Expedite. 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 allows the user to select from three types of jobs Organize Lite – Our quickest turn-around and most cost-effective product. tax preparation software package. For instance if you buy 500 units for 2021 then when you go to renew next year they would automatically give you 50 units. my first time ever being a team lead. Run. WithAn added SecureFilePro account (additional cost) makes it easy to back-up to the cloud for easy access. TIP: Depending on the complexity and size of the job, it could be . Drake users can get $40 free trial credit when activating their GruntWorx Account on the Drake Software website. Make the desired selections on the Name Index Additional Options window, then click OK. 07. Uploading and Downloading It’s as easy as 1,2,3. 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. 20/page submitted. quick reference for the ongoing use of GruntWorx to populate 1040 client tax forms into ProSystem fx™ 1040 tax software client files. 2023. GruntWorx 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. xml data store that can be importierte toward Drake Tax. Cost. o The user receives an organized and bookmarked PDF • Organize . 1 Merrill Industrial Drive, Suite 21-22, Hampton, NH 03842. GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in productivity. on all of the players in tax document automation. Select a category below or click. Trades Summary is available at the low cost of $3. Address. è To continue set-up,. 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 Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. All Other Tax Software Users: From your GruntWorx Dashboard, click Settings in the top right corner. E stimate your costs on the GruntWorx website. This cutting-edge technology is integrated into Drake Tax and uses Drake Documents to scanning, printing and create management. 000. user more flexibility to control cost. After submission, validate the Populate LITE data with a user-friendly application specifically designed by GruntWorx, then simply import that information into the tax return. 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. 2 years. Scan all documents to PDF. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. Trade data verified for accuracy by GruntWorx includes Covered/Non Covered indicator, Quantity, Description, Acquisition Date, Sale Date, Proceeds, Cost Basis, Wash Loss,. Populate LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than the standard Populate product. When the repair is complete, the GruntWorx Select Client list has been updated with all client. 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. Below are some alternatives with more reviews: 1. o Does not include human validation or population of tax data. didn't purchase gruntworx but did get the portal, so far so good on that, but the organizers are only so-so. quick reference for the ongoing use of GruntWorx to populate 1040 client tax forms into UltraTax CS™ 1040 tax software client files. 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 is priced on a per-return basis, which lets firms use it for just a few client returns or across a larger number. 800. The hours are very flexible (this location allows you to choose your own hours as long as you hit a minimum). $10 PPR. You can transmit federal and related state together or separately (if necessary and allowed by the state). The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. Atlanta. GruntWorx: GruntWorx is a secure web app that lets you populate and organize files such as 1099s, W-2s and trades from broker statements. GruntWorx provides a diagnostic sheet or diagnostic notes that identify job issues. To find the cost-per-client information for processing a return, click on the . There is no initial cost to GruntWorx. TIP: The GruntWorx Agent will retrieve the client’s proforma data from the client tax file in Lacerte and submit the job to GruntWorx. Eliminates manual data entry of trade details to. Sales. 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 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. 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. said, ‘Hey, we can take that information and organize it for you. The firm I work for now has used Lacerte for 10+ years. While this certainly has value, IMO there is just as much value in the standardized, bookmarked tax return workpapers that these products produce. Reduce time spent on data entry after scanning with automated population. GruntWorx products require no. E stimate your costs on the GruntWorx website. Returns can be stored as PDFs, so you can email the return to your client. With tolerant survey good, you getting an organized documents back in minutes. Find more Junk Removal & Hauling near Gruntworx. Expedited Service A 100% premium will be added to the cost of the job. If your tax practice is massive Form 1099s with hedge funds and grantor trust letters, don't bother. Use the GruntWorx cost estimator to calculate approximate costs. • Run a Job Cost Report by selecting start and end dates and click-ing download report. com | 877. TIP: To find the cost-per-client information for processing a return, click on the Job Status tab and uncheck the. The reasoning is simple. 6. Cancel and Delete Job – This option removes the job from . Make any user an. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. GruntWorx - A submission consists of one or more of these three products: Organize Default product. Phone number (601) 590-1263. The cost will be 5 cents per page submitted to be organized. Most returns cost less than $10 to send to Gruntworx in my office. Run reports on job prices See the price ofGruntWorx. 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. You will be notified by email when the job is ready . The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. 14 GruntWorx sends all the processed files back to the GruntWorx folder within Drake Documents. 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. • 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. xml date file so can breathe imorted into Drake Tax. Completed. Populate. Admin on the account, option to enable job cost display on Dashboard, get two-factor authentication code if needed and adjust account access permissions. Please call Sales for details, or you can use the Store button to access tools to help you estimate your needs. Gruntworx. GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. This tuition is fixed—it will not go up during a student’s time at Drake. Whether your client has 5, 50 or 500 stock transactions, Trades LITE will extract them and. Reduce review time by only having summary information extracted. E stimate your costs on the GruntWorx website. 00/brokerage if adding to an Organize or Populate job, or at no extra cost with Populate LITE. 6059 • Receive. Assume Company A purchases equipment for $17,000, with an estimated salvage value of $2,000, and useful life of 5 years. Unprecedented accuracy with GruntWorx’s patented Data validation services. Go to Manage Users. - GruntWorx Leverages applications you already use: Excel®, Adobe®Acrobat®, and your tax prep software . Refer to the videos and links below for. 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. black white green blue red orange yellow navi. 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 automatically identifies, organizes and labels the scanned tax. 800-291-2136 2011 Overall Rating 4. CPE Credits 1. Click the plus sign to open the client’s GruntWorx folder. 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. GruntWorx is priced on a per-return basis, which lets firms use it for just a few client returns or across a larger number. Set up your DevOps foundations. We would like to show you a description here but the site won’t allow us. 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. • If a user’s account gets Locked, under Manage Users, click. Attachments. The cost will be that of a new job. It provides you with in . Please call Sales for details, or you can use theCost. GW Lite - Insert Additional Scanned PDF Documents Into an Organize PDF. ü. GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928My guess is security will cost under $1,000 for most side gig firms. 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. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. > 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. The Populate feature costs 75 cents per form. 5 Best Fit While the GruntWorx Gather, GruntWorx Organize, and GruntWorx Trades services create. 1099-B summary information from Consolidated Brokerage. Flexibility is precisely why GruntWorx charges on a per-page, per-form, or per-trade basis (depending on which service you choose). 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 of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. The option will be grayed out if not available for that job type. black white green blue red orange yellow navi. To find the cost-per-client information for processing a return, click on the . “You seen what they did last year. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. Wash sale, adjusted cost basis or other non-supported transaction not supplied for extraction. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. 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 accessed from aforementioned GruntWorx logo for the home. clients fill out. 00 MB, 3K views. The computer can read small type on W-2s better than you after hours in a chair. 6059. It’s a great add-in with similar functionality as the tools in SPBinder but way more easy to put together workpapers in Adobe. TIP: To find cost-per-client information, click Settings then Inventory. Our customizable tax software is designed to help you provide the best service for your customers. ago. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Handwritten notes to the preparer are recognized by the GruntWorx system and will be classified as such. Drake Tax is loaded with features to help you manage workflow and efficiently prepare and file tax returns. For questions about GruntWorx purchases, including more specific information about costs or their refund policy, contact GruntWorx at (877) 830-6059 or review the GruntWorx website for additional options. This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. There are several benefits to using GruntWorx Trades Summary, including: Reduce 10s/100s/1000s of Trades into a single summary sheet. 0 hour Subject Area 1. Scan clarity affects the accuracy of GruntWorx products: Use a TWAIN compatible scanner. About Us. • If a user’s account gets Locked, under Manage Users, click. Wash Loss Click into the first row of the Wash Loss column and use the down arrow key to verify wash loss. Drake Gruntworx; Lacerte ProLine Tax Import; Thomson Reuters Source Document Processing;. o Does not include human validation or population of tax data. Job Status. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. UNDERGRADUATE FULL-TIME TUITION(for students entering 2024-2025 academic year with 12-18 credit hours/semester) Undergraduate Tuition Guarantee. 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. CloseFrom the GruntWorx Dashboard, click on the client name to open the client’s details. Please call Sales for details, or you can use theFollow these instructions to sign up for the GruntWorx free trial or use Organize, Organize LITE, Populate, and Trades with Intuit Lacerte tax software. prompt customer service. Job Costs are now available on each client’s row. Award-Winning. 1099-B summary information from Consolidated Brokerage. GruntWorx is ampere secure, web-based application ensure automates and time-consuming missions are organizing your and entering he int Drake Tax. Populate LITE with Trades Details. I checked out, did in-depth demos, etc. 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. Unprecedented accuracy with GruntWorx’s patented Data validation services. The Organize system costs $5 per use (regardless of the number of source. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. Submitted: 4 years ago. Specialties: Gruntworx Lawn Care, LLC provides lawn maintence from San Antonio to Canyon Lake and just about anywhere in between! We are veteran owned and operated and pride ourselves on unbeatable customer service and competitive pricing. The depreciable base for this asset is increased. Completed — The upload to GruntWorx is complete but you have yet to download the completed job back to your computer. Populated LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than the tradition Populate outcome. This number represents the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. Highlight the job to be canceled. Filter by rating. Click here!To select documents for uploading to GruntWorx, take the following steps: Open GruntWorx by clicking the icon on the toolbar of the Home window of Drake Tax. quick reference for the ongoing use of GruntWorx to populate 1040 client tax forms into UltraTax CS™ 1040 tax software client files. 14 GruntWorx sends all the processed files back to the GruntWorx folder within Drake Documents. The trick of turning Gruntworx into a profit engine requires some explanation. 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. Click here for more information. System Requirements: To use GruntWorx, a computer meeting Drake Tax. Please call Sales for details, or you can use theThe Sec. 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. From your GruntWorx Dashboard, click Settings in the top right corner. 1 year. Near Me. 8. Unprecedented accuracy with GruntWorx’s patented Data validation services. Gruntworx was the best thing I added to my practice in the last decade. GruntWorx turnaround times are updated daily to provide you with the most up-to-date wait time. 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. 13 You will see that your client now has a plus sign by their name. • Run a Job Cost Report by selecting start and end dates and click-ing download report. USE THE GRUNTWORX CALCULATOR Determine the cost to process a job before submitting it with the easy-to-use GruntWorx calculator. We will read and identify whether this is a W-2, 1099, 1098, 1095, whatever the form number is and who the payer is. Replace slow, outdated manual data entry of Brokerage Statements and 1099-Bs with Self-Service Trade Details. Click Try GruntWorx for Free to sign up for the free trial. GruntWorx pricing is calculated on a per-trade basis. TIP: To cancel a pending job, right-click. TIP: Under both the Submit Jobs and Job Status tabs, balance information is available in the upper right corner of the window. Get streamlined data entry for capital gains taxes with automation for Brokerage Statements, Brokerage Summaries, and Forms 1099-B. Validated by GruntWorx when used with Organize or Populate. 1. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. Calculation results and full return view just a click away. Trades summary. Image Description. Get Gruntworks Discount Code and find Black Friday Coupons & Deals. 14 GruntWorx sends all the processed files back to the GruntWorx folder within Drake Documents. 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. 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. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. 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. 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. 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. The application displays Step 1 of the process. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. However, an actual copy of a previous tax return will cost $50 and will require a completed Form 4506. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. See the GruntWorx section the the Drake Support web for more information (Drake Support login required). Video. To see how we can be a solution for your document organization and data-entry needs, get a GruntWorx free trial today! Search GruntWorx. Make any. 4. Populate LITE will cost $0. Veteran-owned and operated, we always provide the absolute highest quality of service and guarantee your. 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. Tokens – GruntWorx tokens are in the process of being retired. 8020. Multiple EINs on one form – Some data may be missing if multiple EINs are present on the same reporting form, such as you might see on a 1099R. 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. Admin on the account, option to enable job cost display on Dashboard, get two-factor authentication code if needed and adjust account access permissions. 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. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. Poorly scanned papers – If a field or entire form cannot be read by GruntWorx it will be classified as Poor Quality. To view GruntWorx’s complete valuation and funding history, request access ». 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. 7 or later. TIP: To see GruntWorx account balance information and add funds to account, click on Add to Balance. As for OCR software - if your practice is rinky dink tax returns, I think you'd be fine with 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. 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).