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. 1 Free License with $250 GruntWorx purchase ($184 Value) 2 Free Licenses with $400 GruntWorx purchase ($368 Value) • 877. We think of it as the secret to our success - and yours. Search reviews. 00 MB, 3K views. 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. The application will display the Form 8949/GruntWorx Trade screen, click the Next button when you are ready to continue. Reduce time spent on data entry after scanning with automated population. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. 75 stars), Integration (5 stars), and Help/Support/Training (5 stars). > GruntWorx Populate makes use of the CCH Axcess Export/Import functions found within the tax software Considerations for. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. Go to the Drake Software Support Website > Purchasing > GruntWorx Integration to get more information about pricing. try to print the document, scan the print to PDF and use the scanned PDF file in place of the original. 6. 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. 1. Go to the Job Status tab. Communicate estimated tax deadlines to all your clients, even if they didn’t have Schedule C income in. 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. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. This was my 2nd season working for gruntworx through PSG. System Requirements: To use GruntWorx, a computer meeting Drake Tax system requirements also needs: Drake Documents. 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. Unprecedented accuracy with GruntWorx’s patented Data validation services. Email. 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. The cost will be that of a new job. GruntWorx Trades, however, does require the use of Microsoft Excel to import a trades jobs into Drake. In addition to an Organize PDF, you'll get. 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. • 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. 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. Drake Tax is loaded with features to help you manage workflow and efficiently prepare and file tax returns. Trades summary. on all of the players in tax document automation. GruntWorx lets you take any printed or written text and digitize it automatically, cutting down on more manual entry. 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. As for OCR software - if your practice is rinky dink tax returns, I think you'd be fine with Gruntworx. 830. Image Description. Eliminates manual data entry of trade details to save hours—even days. E stimate your costs on the GruntWorx website. Validated by GruntWorx when used with Organize or Populate. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. The hours are very flexible (this location allows you to choose your own hours as long as you hit a minimum). GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Admin on the account, option to enable job cost display on Dashboard, get two-factor authentication code if needed and adjust account access permissions. Individual brokerage statements and Forms 1099B can be a nightmare for any tax practice, but fortunately, GruntWorx Trades is a dream come true. 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. GW Lite - Insert Additional Scanned PDF Documents Into an Organize PDF. Data Auditor (Former Employee) - Nashville, TN - May 17, 2021. Flexibility is precisely why GruntWorx charges on a per-page, per-form, or per-trade basis (depending on which service you choose). The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. 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. Trades Summary is designed to help users automatically transform. 20/page submitted. 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. Exhibitor. Share this conversation. UNDERGRADUATE FULL-TIME TUITION(for students entering 2024-2025 academic year with 12-18 credit hours/semester) Undergraduate Tuition Guarantee. > 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. 8. Cost. Populate LITE will cost $0. It is accessed from aforementioned GruntWorx logo for the home. Every return you have submitted will be here, displaying the following information: client . It provides you with an . When a Trades job is submitted, an Excel file is generated and returned from GruntWorx. For a couple thousand dollars Gruntworx eliminated the need for several data entry staff. Show Less. GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. Populate LITE is designed to give you the benefit of automating select data entry, but with a do-it-yourself product featuring a quicker turnaround time and lower cost. 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. This will cost 5 cents per page processed, even if they were included in the original submission. NET Framework version 4. Call GruntWorx at 1. Visit. Example of Report: 12 When the download is complete, go to Drake Documents and find your client. Related Articles. Supported Years. 6059. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. There are several benefits to using GruntWorx Trades Summary, including: Reduce 10s/100s/1000s of Trades into a single summary sheet. 830. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. GruntWorx pricing is calculated on a per-trade basis. Trade Detail data imports easily from a GruntWorx-generated Microsoft Excel file into your tax software. After choosing the primary job type, you can select to add a Trade Details or Trade Summary job as well. Trades Summary can be added on. *New accounts receive $40 to try GruntWorx Free. All of your submissions are displayed, with total job costs in the Cost column. While this certainly has value, IMO there is just as much value in the standardized, bookmarked tax return workpapers that these products produce. How to Set up a GruntWorx Account. CloseGruntWorx, LLC — GruntWorx 800-291-2136 Best Fit: Tax professionals who want a user-friendly way to quickly create organized andFCC Approves Superfast Wi-Fi Tethering reference for the ongoing use of GruntWorx to populate 1040 client tax forms into Lacerte™ 1040 tax software client files. See the cost of the job if. Job Costs are now available on each client’s row. Junk Removal & Hauling Cost Guide. Scan all documents to PDF. black white green blue red orange yellow navi. Gruntworx. Select Product Help for details each job type. 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. quick reference for the ongoing use of GruntWorx Organize and GruntWorx Populate for use with CCH Axcess™ 1040 tax software. The Organize system costs $5 per use (regardless of the number of source. That being said, there are great resources provided by. GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in productivity. 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. Grunt. 3. Completed. CPE Credits 1. 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. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. 1 Merrill Industrial Drive, Suite 21-22, Hampton, NH 03842. Easy Adoption – no . 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. 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. 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. He resides in Franklin, NC, with his wife and 2 daughters. o Includes human validationYou could be the first review for Gruntworx. Near Me. Worx. 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. • Run a Job Cost Report by selecting start and end dates and click-ing download report. Reduce review time by only having summary information extracted. Choose the services you need: Image Description. Cost. TIP: To cancel a pending job, right-click. 5 Best Firm Fit Firms that want a user-friendly solution for receiving an organized and bookmarkedGruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. 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. TIP: The GruntWorx Agent will retrieve the client’s proforma data from the client tax file in Lacerte and submit the job to GruntWorx. . Job Status. I will check them out. GruntWorx allows the user to select from three types of jobs • Organize Lite – Our quickest turn-around and most cost-effective product. here • 5498-SA • 5498-ESA • Grantor Letter. 0 and 11. Just scan a client’s “shoebox” of tax documents. Lower cost with fixed price per Brokerage. Pending — The upload to GruntWorx is still in progress. From what I’ve read, both SurePrep and GruntWorx offer a better product than any offerings bundled with tax software. 11044: GruntWorx - Missing Information and Data. Familiar features - Data entry and program features are essentially the same across all tax packages. 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. We are insured for the state of Florida. 8020. “And GruntWorx. Slow process both learning and completing the TR. Award-Winning. Cost: GruntWorx is economical, especially when using the LITE products. Trade Import Summary: GruntWorx Trades. The estimated additional pay is $3,124 per year. on all of the players in tax document automation. but with a do-it-yourself product featuring a quicker turnaround time and lower cost. There. Other Junk Removal & Hauling Nearby. 00/brokerage if adding to an Organize or Populate job, or at no extra cost with. Based on 140+ Reviews. Inventory • Add or edit users in the Manage Users tab. The tentative recapture of Sec. The depreciable base for this asset is increased. Most people view these products only as a tool to automatically populate information into the tax return. Flexibility is precisely why GruntWorx charges on a per-page, per-form, or per-trade basis (depending on which service you choose). Here at GruntWorx, we want to support your tax office for a successful season, no matter the size of your business. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and. 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. Scan in black and white. There are no upfront costs, fees, or commitments. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. E stimate your costs on the GruntWorx website. Trade Import Details: GruntWorx Trades. When you send client tax documents through Organize, our systems sort, classify, and label these documents in searchable PDFs. Worx. 6059 • Receive. GruntWorx provides a comprehensive and integrated family of web-based products that automate client tax document retrieval, organization, data entry, and review. Clear cookies. We lent over $500M in taxpayer advances last tax season and over $70M in tax office loans! Call us today to see how EPS can provide the best payment solutions for your business: 877-801-4411. Cost Free. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. Just scan a client’s “shoebox” of tax documents. When to. 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. No. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. Validated by GruntWorx when used with Organize or Populate. 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. Using acceptable scan quality, you maintain an organized document back in minutes. said, ‘Hey, we can take that information and organize it for you. Cost Basis Click into the first row of the Cost Basis column and use the down arrow key to verify cost basis amounts. GruntWorx pricing is calculated on a per-trade basis. Most conversions are just a few simple steps. 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. Veteran-owned and operated, we always provide the absolute highest quality of service and guarantee your. Click the plus sign to open the client’s GruntWorx folder. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. black white green blue red orange yellow navi. Search for: Browse By Topic. Replace slow, outdated manual data entry of Brokerage Statements and 1099-Bs with Self-Service Trade Details. Select a category below or click. Please call Sales for details, or you can use the ; Store; button to access tools to help you estimate your needs. with the option to select Trades. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928800-291-2136 2012 Overall Rating 4. statements into a standard Microsoft Excel file to import into any. If the user declines, they are given the option to type the client SSN/s. 10 Once you are back in GruntWorx, go to the Job Status tab. Search reviews. GruntWorx is well suited for accounting firms of any size; offering easy integration with a variety of tax programs including Drake. Reviewer Mary Girsch-Bock also gave GruntWorx high marks in the remaining categories: Paperless Workflow (4. > 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. Cost. Refer to the videos and links below for. Reviewer Mary Girsch-Bock also gave GruntWorx high marks in the remaining categories: Paperless Workflow (4. Replace slow, outdated manual data entry of Brokerage Statements and 1099-Bs with Self-Service Trade Details. 6059. Poorly scanned papers – If a field or entire form cannot be read by GruntWorx it will be classified as Poor Quality. Drake ProtectionPlus Standard. Inventory • Add or edit users in the Manage Users tab. Lower cost with fixed price per Brokerage. 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. Client sends us documents either via client portal, email or in-person (rarely in-person). How to Set up a GruntWorx Account. Thomson will likely never change, they get fat fees every year with 5-6% bumps and the large cpa audit firms will continue to pay no matter what along with their over priced workpaper packages. Be sure to only download the new job, not the previous one that you want to replace. When a Trades job is submitted, an Excel file is generated and returned from GruntWorx. 800-291-2136 2011 Overall Rating 4. GruntWorx Trades allows you to quickly and easily manipulate trade data, perform calculations within the spreadsheet,. 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. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. 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. If your tax practice is massive Form 1099s with hedge funds and grantor trust letters, don't bother. è To continue set-up,. 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. 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. Search for: Browse By Topic. quick reference for the ongoing use of GruntWorx to populate 1040 client tax forms into ProSystem fx™ 1040 tax software client files. Search for: Call GruntWorx at 1. 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. Pending — The upload to GruntWorx is still in progress. Take a look at some of the free support services we offer. If edits are needed, double-click into the field and either key in the adjustment, or use the Auto-Fill feature. Service Resources. This is part of any job submitted to GruntWorx and returns a bookmarked PDF document to you. GruntWorx is well. SurePrep vs GruntWorx Human Verification. Unprecedented accuracy with GruntWorx’s patented Data validation services. xml input file. 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. Our customizable tax software is designed to help you provide the best service for your customers. This feature is crucial since it also eliminates the data entry errors. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. Expedited Service A 100% premium will be added to the cost of the job. All Other Tax Windows Users: From your GruntWorx Dashboard, click Settings in the top law kante. 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’re creating a hub of information where any tax professional can come to learn about the paperless tax preparation process. How much does it cost to use hosting on Right Networks? The hosting fee is $99 per month, per user. Use the PitchBook Platform to explore the full profile. 0 hour Recorded Date October 25, 2023. Please call Sales for details, or you can use the Store button to access tools to help you estimate your needs. It’s a great way to make sure they keep receipts while also building rapport in the off-season. Select the Form 8949/GruntWorx Trade option. In the Status column of the GruntWorx Status dialog box, one of these statuses is listed: Failed — A transmission failure stopped the download. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. Information on acquisition, funding, cap tables, investors, and executives for GruntWorx. My first year as a Team Lead. tab and uncheck the . user more flexibility to control cost. Get streamlined data entry for capital gains taxes with automation for Brokerage Statements, Brokerage Summaries, and Forms 1099-B. 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. • If a user’s account gets Locked, under Manage Users, click. didn't purchase gruntworx but did get the portal, so far so good on that, but the organizers are only so-so. o Does not include human validation or population of tax data. Set up your DevOps foundations. I’m looking for feedback from those who have used both, and. 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. Once those documents are scanned and digitized, Trades pulls information from those PDFs and inserts it directly into your tax software–which could save you hours and even days of data entry!Introduction: GruntWorX LLC is a vet owned and operated business. 4 Select the Job Type you want to use. 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. 8949 code – Some brokerage statements have complicated reporting formats. Below are some alternatives with more reviews: 1. 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. There are several benefits to using GruntWorx Trades Summary, including: Reduce 10s/100s/1000s of Trades into a single summary sheet. Less than 1% of firms can find enough staff GruntWorx and go to the Job Status tabbed. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. This Brother compact desktop scanner's 20-page capacity auto document feeder and dedicated card slot make it easy. Populated LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than the tradition Populate outcome. 00. To select documents for uploading to GruntWorx, take the following steps:. 12924: GruntWorx Trades - Not Enough GruntWorx Dollars for the Job. è To continue set-up,. There are several benefits to using GruntWorx Trades Summary, including: Reduce 10s/100s/1000s of Trades into a single summary sheet. . Below Populate is an option to Expedite. GruntWorx Organize LITE Organizes, bookmarks, and. 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. black white green blue red orange yellow navi. Reduce review time by only having summary information extracted. Estimate your Gruntworx Purchase Price: Describe a model return that you'll be processing (you can define multiple returns) Enter the # of returns of each type you'll process Add. o The user receives an organized and bookmarked PDF Organize with the option to select Trades. See the GruntWorx section to the Drake Support site for more information (Drake Back get required). Not supported for import into other return types. GruntWorx application with a status . Take the data entry out of tax preparation. 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. Sales (800) 716-2558 Email Sales; Solutions. 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. Click See Pricing to view the price of each job type and estimate your costs. If I had to boil it down, Lacerte is more user friendly and Ultratax is able to do a bit more. GruntWorx Organize . 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. Trades Summary is available at the low cost of $3. 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. The cost will be that of a new job. If only the loss amount is available,. Returns can be stored as PDFs, so you can email the return to your client. We pride ourselves on providing professional customer care because making our customers happy is always our number one goal. 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. Go to Manage Users. GruntWorx products require no. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. GruntWorx allows the user to select from three types of jobs • Organize Lite – Our quickest turn-around and most cost-effective product. They SUCK! Stay away from them. Box 6 Data – Cost Basis provided/not provided to the IRS; Benefits. 95 PPR. 03 Broadcast - 10% off GruntWorx through May 31st! Posted 6 Months Ago by BBartlett. You do not need to open this file. Calculation results and full return view just a click away. You do not need to open this file. GruntWorx pricing. 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. my first time ever being a team lead. From the Drake Tax Software toolbar, click the GruntWorx icon. The GruntWorx Trade Summary tool is a standout feature, automatically transforming Consolidated Brokerage Statements and 1099-Bs into standard Microsoft Excel files. • 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. Early Stage VC (Series A) 22-Dec-2008. Call Drake Support for assistance at 828. Make any. GruntWorx is well suited for accounting firms of any size; offering easy integration with a. Attachments. txtaxpro • 5 yr. And audit firms will continue to bump up audit fees to meet the demand of cost and to retain talent. Go to the Drake Software Support Website > Purchasing > GruntWorx Integration to get more information about pricing. Note that Drake Documents requires Microsoft . Course Level Basic. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. Trades Summary can be added on. Make the desired selections on the Name Index Additional Options window, then click OK. tax preparation software package. Close Settings and refresh your browser. o The user receives an organized and bookmarked PDF • Organize . GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. 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. To find the cost-per-client information for processing a return, click on the . Here are instructions to help Lacerte users sign up for a Free Trial of GruntWorx and instructions for how to use GruntWorx with Intuit Lacerte tax software. There are no large up-front costs associated. 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. Validated by GruntWorx when used with Organize or Populate. System Requirements: To use GruntWorx, a computer meeting Drake Tax. GruntWorx provides a diagnostic sheet or diagnostic notes that identify job issues. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. Validated by GruntWorx when used with Organize or Populate. Grunt. Click the plus sign to open the client’s GruntWorx folder. We’re working on a full tech reboot, and as part of that we’re considering using an OCR + human verification service. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. 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. 7. GruntWorx pricing is calculated on a per-trade basis. See the GruntWorx section on to Draft Support company for further information (Drake Support get required). 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. Self-Validate when used with Populate LITE at no extra cost. Make sure you do not apply a password during the scanning process. With an interactive table of contents at your fingertips that mirrors the standard order of a 1040 return, navigating.