gruntworx cost. 18 The XML file contains your Populate Job extracted data. gruntworx cost

 
 18 The XML file contains your Populate Job extracted datagruntworx cost  How to Set up a GruntWorx Account

GruntWorx pricing. Replace slow, outdated manual data entry of Brokerage Statements and 1099-Bs with Self-Service Trade Details. statements into a standard Microsoft Excel file to import into any. We’re working on a full tech reboot, and as part of that we’re considering using an OCR + human verification service. . ’” That was his introduction to tax automation. To view GruntWorx’s complete valuation and funding history, request access ». Cost Free. Trades Summary is available at the low cost of $3. Trades Summary is available at the low cost of $3. è To continue set-up,. 05. 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. the height of tax season, customers are. Cost. CPE: Not available (archived webinars do not offer CPE credits). Run. From what I’ve read, both SurePrep and GruntWorx offer a better product than any offerings bundled with tax software. Every return you have submitted will be here, displaying the following information: client . Easy Adoption – no . 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. 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. Completed. Click the plus sign to open the client’s GruntWorx folder. The Organize system costs $5 per use (regardless of the number of source. Expedited Service A 100% premium will be added to the cost of the job. • Run a Job Cost Report by selecting start and end dates and click-ing download report Inventory • Add or edit users in the Manage Users tab. 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. Is Drake Tax software cloud-based? You can Drake Tax desktop software and then host it on the cloud with the help of a cloud hosting provider. quick reference for the ongoing use of GruntWorx Organize and GruntWorx Populate for use with CCH Axcess™ 1040 tax software. Self-Validate when used with Populate LITE at no extra cost. If edits are needed, double-click into the field and either key in the adjustment, or use the Auto-Fill feature. è To continue. Job Status. It identifies and extracts crucial information from documents on file, then populates your tax software as needed. Junk Removal Services Near Me. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. 13 You will see that your client now has a plus sign by their name. Trades products can be added to the Populate LITE jobs at no extra cost! Just remember – this information is not reviewed for accuracy. Drake is well-known for its top-notch customer service and support. Ask Your Own Tax Question. 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. Cost. GruntWorx can read black and white scans more accurately than gray scale or color, and black and white provides a smaller file size. 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. 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. For a couple thousand dollars Gruntworx eliminated the need for several data entry staff. When a Trades job is submitted, an Excel file is generated and returned from GruntWorx. 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. 07. Products. To how the sort to a CSV, click Export in the bottom about the screen. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. If you scan and upload a taxpayer's documents to GruntWorx, you can select a Trades add-on. è To continue set-up,. I checked out, did in-depth demos, etc. Scan documents at 300 dpi. GruntWorx is well suited for accounting firms of any size; offering easy integration with a. GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in productivity. How to Set up a GruntWorx Account. 1 Merrill Industrial Drive, Suite 21-22, Hampton, NH 03842. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. Populate LITE, a new product GruntWorx is offering exclusively to Drake Software customers, has been designed for users who want to automate tax document retrieval, organization, data entry, and review—but without the 24- to 48-hour turn-around time of the original Populate—and at a lower cost. Trades summary. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. 13 You will see that your client now has a plus sign by their name. Lacerte is a bit quicker as far as processing time. • Tabbing out of the last field on the last page opens the. If chosen, a 100% premium will be added to the cost of the job, however, the job is. 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. Supported Years. GruntWorx provides a diagnostic sheet or diagnostic notes that identify job issues. 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. The reasoning is simple. 1 year. The cost will be that of a new job. com – great for more complicated Drake Software questions. Flexibility is precisely why GruntWorx charges on a per-page, per-form, or per-trade basis (depending on which service you choose). GruntWorx pricing is calculated on a per-trade basis. From the return's Data Entry Menu, click Form 8949 GruntWorx Trade from the toolbar Import button. BILL YOUR CLIENTGruntWorx products helps you save time by handing off the “grunt work” of document organization and data entry to support staff. 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. How much does it cost to use hosting on Right Networks? The hosting fee is $99 per month, per user. The computer can read small type on W-2s better than you after hours in a chair. Gruntworx is fantastic if you're looking for a quiet work environment performing repetitive tasks. 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. Cost: GruntWorx is economical, especially when using the LITE products. GruntWorx staff. 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. However, an actual copy of a previous tax return will cost $50 and will require a completed Form 4506. 9500 | Webinars at DrakeSoftware. There. 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. Most returns cost less than $10 to send to Gruntworx in my office. Job Costs are now available on each client’s row. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. Email. • If a user’s account gets Locked, under Manage Users, click. Category: Tax. Cost. TIP: To see GruntWorx account balance information and add funds to account, click on Add to Balance. Service Resources. The application displays the Form 8949/GruntWorx Trade screen, click Next when you are ready to continue. The application displays Step 1 of the process. No. 13 You will see that your client now has a plus sign by their name. If all documents in a job indicate Security Method: No Security and the job still fails, contact Drake Support (828-524-8020). Client sends us documents either via client portal, email or in-person (rarely in-person). Q: Where can I find job costs? Q: What assurances do you have that our data and our client's data are completely secure? Q: How do I download the completed. 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. Job Status. Contact vendor. Yes, it was TicTieCalculate. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. Please call Sales for details, or you can use theCost. 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. What is GruntWorx? It is a secure web application to automate various tasks to organize data and enter it into the Drake Tax software. ) $25,722. Click the plus sign to open the client’s GruntWorx folder. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. For instance if you buy 500 units for 2021 then when you go to renew next year they would automatically give you 50 units. We help you convert data from your current software, file electronically, maximize your practice management processes, and much, much more. GruntWorx, LLC, is a Drake Enterprises company and leader in cloud-based paperless tax workflow systems. Set up your DevOps foundations. Upgrade your home office setup with this Brother compact desktop scanner. Drake Software is known for personal and . 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. As for OCR software - if your practice is rinky dink tax returns, I think you'd be fine with Gruntworx. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. Drake users can get $40 free trial credit when activating their GruntWorx Account on the Drake Software website. WithAn added SecureFilePro account (additional cost) makes it easy to back-up to the cloud for easy access. When you send client tax documents through Organize, our systems sort, classify, and label these documents in searchable PDFs. Use the GruntWorx cost estimator to calculate approximate costs. It is accessed from aforementioned GruntWorx logo for the home. 11044: GruntWorx - Missing Information and Data. Reduce review time by only having summary information extracted. Populate LITE - a do-it-yourself fruit highlighting a quicker turnaround time and lower cost than the classic Populate product. GruntWorx Advantages. GruntWorx turnaround times are updated daily to provide you with the most up-to-date wait time. GruntWorx provides a diagnostic sheet or diagnostic notes that identify job issues. Go to Manage Users. 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. 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. Go to the Job Status tab. Completed — The upload to GruntWorx is complete but you have yet to download the completed job back to your computer. xml input file. Worx. com | 877. 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. The cycle will continue no matter what. Credits – GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. There. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and. The application will display the Form 8949/GruntWorx Trade screen, click the Next button when you are ready to continue. The current turnaround time is 24 hours or less. 4 Select the Job Type you want to use. How to Set up a GruntWorx Account. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. Search for: Browse By Topic. Host your Drake applications in the cloud. 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 pricing is calculated on a per-trade basis. Using acceptable scan quality, you maintain an organized document back in minutes. Trades summary. The GruntWorx Trade Summary tool is a standout feature, automatically transforming Consolidated Brokerage Statements and 1099-Bs into standard Microsoft Excel files. Click here for more information. Call GruntWorx at 1. COST PER WORKSTATION, FIRST YEAR* 1-9: $200: 10-24: $180: 25-49: $160: 50-99: $140: 100+ $120: 250+ Contact Us: Ready to invest in this time-saving tool? submit. Please call Sales for details, or you can use the ; Store; button to access tools to help you estimate your needs. GruntWorx job Selection . 800-291-2136 2011 Overall Rating 4. Run reports on job prices See the price ofGruntWorx. Most returns cost less than $10 to send to Gruntworx in my office. Address. Find more Junk Removal & Hauling near Gruntworx. GW Lite - Insert Additional Scanned PDF Documents Into an Organize PDF. GruntWorx Populate builds upon GruntWorx Organize by going one step further—inputting the data into the client tax return in ProSystem fx (this populate function requires a few confirming mouse clicks). proprietary software tools required for every step of workflow process —data validation, PDF editing, return review. 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. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. Includes: Hosting for Drake Tax, Drake Accounting and associated applications (software licenses sold separately) 40GB of storage per user. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. > GruntWorx Populate makes use of the CCH Axcess Export/Import functions found within the tax software Considerations for. We are insured for the state of Florida. Whether your client has 5, 50 or 500 stock transactions, Trades LITE will extract them and. The Organize Lite edition costs five cents per page, while the Organize Pro edition costs 20 cents per page. Validated by GruntWorx when used with Organize or Populate. Start a Free Trial Today!Understanding the Full Cost of a Data Breach GruntWorx pricing is calculated on a per-trade basis. Click Refresh or close and reopen GruntWorx to check job status. You do not need to open this file. Here at GruntWorx, we want to support your tax office for a successful season, no matter the size of your business. Proceed to the next section, Using GruntWorx within Drake Software. Or, if you choose, you can cancel the job. GruntWorx is well suited for accounting firms of any size; offering easy integration with a variety of tax programs including Drake. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. Gruntworx was the best thing I added to my practice in the last decade. 99 each Federal e-File State Programs Only Consolidated Brokerage statements (Forms 1099-B) are supported for extraction. user more flexibility to control cost. processing. 830. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. How to Set up a GruntWorx Account. When you come to Drake, bring your client’s prior year tax returns with you with our free data conversion service. Wash Loss Click into the first row of the Wash Loss column and use the down arrow key to verify wash loss. 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. He resides in Franklin, NC, with his wife and 2 daughters. No, once a job has been submitted to GruntWorx, it cannot be changed. The cost will be 5 cents per page submitted to be organized. It delivers scan speeds of up to 25ppm¹ for single-sided, double-sided and color documents, and it offers image optimization tools to enhance your materials. 830. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. Populate LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than the standard Populate product. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. See the GruntWorx section on the Dragonhead Support side for more request (Drake Support login required). GruntWorx products require no. Call Drake Support for assistance at 828. Edit your existing Organize PDF to insert scanned copies of the new documents and adjust the bookmarks. Inventory • Add or edit users in the Manage Users tab. What you get: • Your client’s tax forms - identified, labeled and organized in the order of a 1040 and returned in a. Choose the services you need: Image Description. This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. Related Articles. Use the PitchBook Platform to explore the full profile. Go to the Drake Software Support Website > Purchasing > GruntWorx Integration to get more information about pricing. Sales. quick reference for the ongoing use of GruntWorx to populate 1040 client tax forms into UltraTax CS™ 1040 tax software client files. 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. Supported Years. You may use your tokens until they expire but you may also convert your tokens to dollar credits. GruntWorx Trades, however, does require the use of Microsoft Excel to import a trades jobs into Drake. 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. It is accessed for the GruntWorx icon to the home windowpane about. Preparing to Use GruntWorx. 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. Top Questions. If chosen, a 100% premium will be added to the cost of the job, however, the job is. Scan original documents at original size. 2017 Upcoming Season Setup - SurePrep Tax Caddy with 1040 ScanVerify and SPbinder,. We’re working on a full tech reboot, and as part of that we’re considering using an OCR + human verification service. Trade Detail data imports easily from a GruntWorx-generated Microsoft Excel file into your tax software. If you choose Or-ganize, you will. The hours are very flexible (this location allows you to choose your own hours as long as you hit a minimum). E-filing is included, for any return that can be e-filed. If you have numerous transactions to enter on screen 8949, you can request a trades import job from GruntWorx or complete your own spreadsheet and import the data into the return directly. 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. 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. 14 GruntWorx sends all the processed files back to the GruntWorx folder within Drake Documents. The Trades option, which includes human data validation, costs 15 cents per trade. 179 expense deduction of $7,800 ($15,000 × 52%). GruntWorx is on a per-use basis, allowing firms to easily test it or use it on a limited, as-needed basis if they only have a few clients with high complexity. Pending. Please call Sales for details, or you can use the ; Store; button to access tools to help you estimate your needs. 830. Speed. 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. GruntWorx tested the creation of tick marks in Adobe Acrobat Standard 10. GruntWorx has a few extra-inconvenient upload and download steps that I want to avoid when using UltraTax's Virtual Office or SaaS versions. They SUCK! Stay away from them. Attachments. This Brother compact desktop scanner's 20-page capacity auto document feeder and dedicated card slot make it easy. Please do not submit client data through this form, as it would be unencrypted and not secure. 524. 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. 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. 20/page submitted. From your GruntWorx Dashboard, click Settings in the top right corner. 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. 1099-B summary information from Consolidated Brokerage. 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. Purchase Now. People LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than to traditional Populations item. GruntWorx can handle most tax office document organization and data entry, freeing tax professionals from time wasted on a clearly tedious task. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. Drake users must register and purchase at their site. How do I get started? New customers activate your account for a free trial, which includes a $40 credit to test out Populate. 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. The result is that when the preparer sits down to start preparing the ProSystem fx 1040 tax return, the working papers are already. GruntWorx is priced on a per-return basis, which lets firms use it for just a few client returns or across a larger number. It provides you equipped an. Trades Summary can be added on. If you choose Or-ganize, you will. Cost. Go to the Drake Software Support Website > Purchasing > GruntWorx Integration to get more information about pricing. Browse By Topic Products. 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. GruntWorx Organize LITE. o Does not include human validation or population of tax data. Uncheck the “Hide downloaded jobs” box. GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in productivity. name, status, the date it was sent to GruntWorx, the date it was downloaded from GruntWorx, the product used. 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. 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. “And GruntWorx. Created Date:GruntWorx Support: (828) 349-5505 Drake Accounting: (828) 349-5900 (for help with your Drake account) Drake Accounting Software: (828) 349-5908 (for help with the Drake Accounting software) Conversions: (828) 349-5546 Drake Sales: (800) 890-9500. 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. Our customizable tax software is designed to help you provide the best service for your customers. Total Pages. You can listen to music and just focus on work. It provides you with in . 95 PPR. The cost will be that of a new job. The GruntWorx Trade Summary tool is a standout feature, automatically transforming Consolidated Brokerage Statements and 1099-Bs into standard Microsoft Excel files. name, status, the date it was sent to GruntWorx, the date it was downloaded from GruntWorx, the product used, and the costs. $6M. xml dating file ensure can be imported into Drake Tax. Calculation results and full return view just a click away. xml data file that can be extrinsic into Drake Tax. GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. 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. GruntWorx allows the user to select from three types of jobs • Organize Lite – Our quickest turn-around and most cost-effective product. 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. Example of Report: 12 When the download is complete, go to Drake Documents and find your client. Wash sale, adjusted cost basis or other non-supported transaction not supplied for extraction. 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 Select the job you want to use and click Download. Clear cookies. 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. Please Note: This form is to register a new firm. Following the. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. o The user receives an organized and bookmarked PDF Organize with the option to select Trades. 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. Go to the Drake Software Support Website > Purchasing > GruntWorx Integration to get more information about pricing. 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 will cost 5 cents per page processed, even if they were included in the original submission. Please call Sales for details. There are no large up-front costs associated. 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. A trades job is a vailable for return types 1040, 1041, 1120, 1120-S, and 1065 only. 1 Merrill Industrial Drive, Suite 21-22, Hampton, NH 03842. The estimated total pay for a Tax Data Entry Clerk at GruntWorx is $40,233 per year. 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. E stimate your costs on the GruntWorx website. Discern the GruntWorx section to the Drake Support site to more news (Drake Support login required). GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in productivity. The current turnaround time is 24 hours or less. The total cost for year one and. pdf 1. Take the data entry out of tax preparation. From the August 2019 reviews of tax document automation systems. Not supported for import into other return types. GruntWorx allows the user to select from three types of jobs • Organize Lite – Our quickest turn-around and most cost-effective product. Populate. Click the plus sign to open the client’s GruntWorx folder. Only Consolidated Brokerage statements (Forms 1099-B) are supported for extraction. Click. In the Status column of the GruntWorx Status dialog box, one of these statuses is listed: Failed — A transmission failure stopped the download. Trades products can be added to the Populate LITE jobs at no extra cost! Just remember – this information is not reviewed for accuracy. 00 MB, 3K views. 3 Select GruntWorx Integration from the My Account drop list. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. The IRS provides several online resources, like YouTube videos, Podcasts, and written instructions for securing a transcript of copy of a tax return. Organize LITE provides you with a bookmarked PDF and the Populate LITE product provides you with a data import file. Please call Sales for details, or you can use the Store button to access tools to help you estimate your needs. 0 hours. Only Consolidated Brokerage statements (Forms 1099-B) are supported for extraction. • Once the pages have been processed through the GruntWorx software, the. Office manager scans and puts all the documents into ONE PDF file and transfers it to a OneDrive folder. 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. 890. o The user receives an organized and bookmarked PDF Organize with the option to select Trades. 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. About Us. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days.