Type in the import file's full path and name or click Browse to select an import file. 6059. Be sure to only download the new job, not the previous one that you want to replace. Client sends us documents either via client portal, email or in-person (rarely in-person). 4. tax preparation software package. 13 You will see that your client now has a plus sign by their name. 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. on all of the players in tax document automation. BILL YOUR CLIENTIt’s a mathematical certainty that every red-blooded American has heard “time is money” before collecting their first paycheck. We will read and identify whether this is a W-2, 1099, 1098, 1095, whatever the form number is and who the payer is. *New accounts receive $40 to try GruntWorx Free. 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. There are several benefits to using GruntWorx Trades Summary, including: Reduce 10s/100s/1000s of Trades into a single summary sheet. 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. Click Refresh or close and reopen GruntWorx to check job status. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control 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. 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. Nice, thanks. o Includes human. pdf 1. 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. Wash Loss Click into the first row of the Wash Loss column and use the down arrow key to verify wash loss. Cost – This column indicates the cost or the basis of the item here. • If a user’s account gets Locked, under Manage Users, click. GruntWorx Advantages. Uploading and Downloading It’s as easy as 1,2,3. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. Most people view these products only as a tool to automatically populate information into the tax return. And I was thrown into a tank of sharks blindfolded, and really was just told . To select documents for uploading to GruntWorx, take the following steps:. As for OCR software - if your practice is rinky dink tax returns, I think you'd be fine with Gruntworx. 18 The XML file contains your Populate Job extracted data. 7 or later. A 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. Here you should see your client ID, client name, and completion status. GruntWorx pricing is calculated on a per-trade basis. 11 Select the job you want to use and click Download. Select the Form 8949/GruntWorx Trade option. the Total Cost of Ownership (TCO) is usually lower than. However, handwritten forms that are difficult to read are classified as a Supporting Document. The diagnostic sheet is included with the Organize, Populate, and Trades files that are placed in. The GruntWorx Trade Summary tool is a standout feature, automatically transforming Consolidated Brokerage Statements and 1099-Bs into standard Microsoft Excel files. Trades summary. Visit. Visit How much does Drake tax software cost for nonprofits? Right now, Drake does not seem to offer any specials for nonprofits or charitable organizations. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. If an 8949 (covered/non-covered) code is missing or wrong it is because it was too difficult for the system to determine. How to Set up a GruntWorx Account. CloseOffice VBA reference topicLearn the basics of Drake Software products with these short instructional videos. Sales (800) 716-2558 Email Sales; Solutions. UNDERGRADUATE FULL-TIME TUITION(for students entering 2024-2025 academic year with 12-18 credit hours/semester) Undergraduate Tuition Guarantee. Inventory • Add or edit users in the Manage Users tab. 99 each Federal e-File State Programs Only Consolidated Brokerage statements (Forms 1099-B) are supported for extraction. See the GruntWorx section to the Drake Support site for more information (Drake Back get required). Start a Free Trial Today!Yes! GruntWorx Trade Details can be added to Populate LITE at no additional cost, and Trade Summary is included. Uncheck the “Hide downloaded jobs” box. People LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than to traditional Populations item. è To continue. The GruntWorx Trades option takes things a step further, extracting category. The cycle will continue no matter what. 9500 | Webinars at DrakeSoftware. The newest solution from GruntWorx, Trades LITE, allows users to have the benefit of capital gains automation – without the cost. To see how we can be a solution for your document organization and data-entry needs, get a GruntWorx free trial today! Search GruntWorx. WithAn added SecureFilePro account (additional cost) makes it easy to back-up to the cloud for easy access. Populate LITE is designed to give you the benefit of automating select data entry, but with a do-it-yourself product featuring a quicker turnaround time and lower cost. GruntWorx, LLC, is a Drake Enterprises company and leader in cloud-based paperless tax workflow systems. Reviewer Mary Girsch-Bock also gave GruntWorx high marks in the remaining categories: Paperless Workflow (4. Choose the services you need: Image Description. GruntWorxOrganize LITE. o The user receives an organized and bookmarked PDF • Organize . Products. com – great for more complicated Drake Software questions. 000. 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. 4 5Populate LITE is designed to give you the benefit of automating select data entry, but with a do-it-yourself product featuring a quicker turnaround time and lower cost. 0 hours. GruntWorx lets you take any printed or written text and digitize it automatically, cutting down on more manual entry. Self-Validate when used with Populate LITE at no extra cost. 890. The application displays the Form 8949/GruntWorx Trade screen,. “You seen what they did last year. Cost. GruntWorx Turnaround Time in Minutes Self-Validated Product Lower Cost Use at Your Own Pace 1099B BOTH CLIENT FILE PDF Organized & Bookmarked PDF Import File of Clients' Extracted Data Trades Summary Add On . quick reference for the ongoing use of GruntWorx to populate 1040 client tax forms into UltraTax CS™ 1040 tax software client files. > GruntWorx Populate makes use of the CCH Axcess Export/Import functions found within the tax software Considerations for. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Host your Drake applications in the cloud. If only the loss amount is available,. Canceled jobs can be viewed by un-checking the Hide downloaded jobs box:Last week, we noted that the IRS was going to celebrate National Small Business Week by issuing a series of press releases containing advice for the nation’s small business owners: you know, the sole proprietors, partnerships, pass-through entities, and independent…Read more ›Gruntworx is fantastic if you're looking for a quiet work environment performing repetitive tasks. Trade Detail data imports easily from a GruntWorx-generated Microsoft Excel file into your tax software. Shortcut keys and macros simplify data entry and reduce keystrokes. All Other Tax Software Users: From your GruntWorx Dashboard, click Settings in the top right corner. 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). Course Level Basic. Start a Free Trial Today!Understanding the Full Cost of a Data Breach GruntWorx pricing is calculated on a per-trade basis. 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. Flexibility is precisely why GruntWorx charges on a per-page, per-form, or per-trade basis (depending on which service you choose). black white green blue red orange yellow navi. Category: Tax. Last month, we delved into the realm of self-service automation and examined…Read more › A quick and easy solution to automatically convert scanned tax documents into digital work papers that are organized, bookmarked and labelled. This will cost 5 cents per page processed, even if they were included in the original submission. Cost. Exhibitor. 00/brokerage if adding to an Organize or Populate job, or at no extra cost with Populate LITE. è To continue set-up,. Completed — The upload to GruntWorx is complete but you have yet to download the completed job back to your computer. Populate LITE - a do-it-yourself fruit highlighting a quicker turnaround time and lower cost than the classic Populate product. Please call Sales for details, or you can use the. Self-Validate when used with Populate LITE at no extra cost. The estimated additional pay is $3,124 per year. GruntWorx Populate: Current tax year only GruntWorx Organize and Trades: Current and prior tax years Populate Forms 1040 Trades import for Forms 1040, 1041, 1065, 1120, 1120S. Product Development. Clear cookies. Below Populate is an option to Expedite. 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. GruntWorx can read black and white scans more accurately than gray scale or color, and black and white provides a smaller file size. 10702: GruntWorx - Diagnostics. name, status, the date it was sent to GruntWorx, the date it was downloaded from GruntWorx, the product used, and the costs. Depending how you organize your office, more advanced services cost a bit more. GruntWorx Organize LITE Organizes, bookmarks, and. Based on 140+ Reviews. Even during . Search GruntWorx. Inventory • Add or edit users in the Manage Users tab. Upgrade your home office setup with this Brother compact desktop scanner. Or, if you choose, you can cancel the job. o Does not include human validation or population of tax data. Calculation results and full return view just a click away. 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. E stimate your costs on the GruntWorx website. 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. GruntWorx provides a diagnostic sheet or diagnostic notes that identify job issues. GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. Current Users - Purchase Online. Right-click and select Cancel Job. Populate LITE with Trades Details. • Run a Job Cost Report by selecting start and end dates and click-ing download report. 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. 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. 05. Specialties: GruntWorX Exterior Cleaning provides power washing services in Jacksonville, FL, and surrounding areas. xml date file so can breathe imorted into Drake Tax. 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. Phone number (601) 590-1263. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. 1 Launch Drake Software. This will cost 5 cents per page processed, even if they were included in the original submission. Tax Professionals using GruntWorx. To how the sort to a CSV, click Export in the bottom about the screen. GruntWorx pricing. è To continue set-up,. è To continue set-up,. For Sales dial x2. Reduce time spent on data entry after scanning with automated population. This was my 2nd season working for gruntworx through PSG. This cutting-edge technology is integrated into Drake Tax and uses Drake Documents to scanning, printing and create management. Make any. We’re working on a full tech reboot, and as part of that we’re considering using an OCR + human verification service. GruntWorx Trades allows you to quickly and easily manipulate trade data, perform calculations within the spreadsheet,. TIP: Depending on the complexity and size of the job, it could be . Search for: Browse By Topic. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. Please call Sales for details, or you can use theThe Sec. The bottom line for your firm is better. GruntWorx job Selection . 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. 00 MB, 3K views. • 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. GruntWorx Organize automatically identifies, organizes and labels the scanned tax. There are several benefits to using GruntWorx Trades Summary, including: Reduce 10s/100s/1000s of Trades into a single summary sheet. GruntWorx: GruntWorx is a secure web app that lets you populate and organize files such as 1099s, W-2s and trades from broker statements. o Does not include human validation or population of tax data. TIP: To find the cost-per-client information for processing a return, click on the Job Status tab and uncheck the. 179 expense deduction of $7,800 ($15,000 × 52%). Worx. This is part of any job submitted to GruntWorx and returns a bookmarked PDF document to you. It’s a great add-in with similar functionality as the tools in SPBinder but way more easy to put together workpapers in Adobe. Flexibility is precisely why GruntWorx charges on a per-page, per-form, or per-trade basis (depending on which service you choose). 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. tab and uncheck the . Please call Sales for details, or you can use the ; Store; button to access tools to help you estimate your needs. After submission, validate the Populate LITE data with a user. 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. 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 you get: • A PDF of your client’s tax forms - identified, labeled and organized in the order of a 1040 and returned in a bookmarked PDFWith acceptable scan quality, thou receive an organized document back in minutes. SurePrep vs GruntWorx Human Verification. 14 GruntWorx sends all the processed files back to the GruntWorx folder within Drake Documents. The application displays Step 1 of the process. tax preparation software package. Use the PitchBook Platform to explore the full profile. 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. o The user receives an organized and bookmarked PDF Organize with the option to select Trades. 95 PPR. 00/brokerage if adding to an Organize or Populate job, or at no extra cost with. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. New Orleans. Proceed to the next section, Using GruntWorx within Drake Software. Technology reduces stress and errors. 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. Run reports on job prices See the price ofGruntWorx. 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. Answered in 3 days by: 7/16/2019. 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. Lower cost with fixed price per Brokerage. • 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. 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. You may use your tokens until they expire but you may also convert your tokens to dollar credits. Visit the GruntWorx section on the Drake Support site for more information (Drake Support login required). Cost - The only hesitancy I had was the investment this year. Populate LITE will cost $0. 0 and 11. If additional files or pages should have been included in the job, or if the wrong product was selected, the whole job will have to be submitted again. About Us. 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. Your job will move to an expedited job queue guaranteeing processing. From your GruntWorx Dashboard, click Settings in the top right corner. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. 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. 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. ago. Gruntworx is fantastic if you're looking for a quiet work environment performing repetitive tasks. Populate LITE is designed to give customers the benefit of automating Form 1040 data entry, but with a do-it-yourself product featuring a quicker turnaround time and lower cost. Yes, it was TicTieCalculate. Trades products can be added to the Populate LITE jobs at no extra cost! Just remember – this information is not reviewed for accuracy. Share this conversation. Includes: Hosting for Drake Tax, Drake Accounting and associated applications (software licenses sold separately) 40GB of storage per user. GruntWorx Populate: Current tax year. See the GruntWorx section on to Draft Support company for further information (Drake Support get required). Admin on the account, option to enable job cost display on Dashboard, get two-factor authentication code if needed and adjust account access permissions. GruntWorx LITE products are a great, cost-effective way to implement AI-powered automation in your tax prep office!Get started with using GruntWorx in Drake Tax by following the directions found in the quick start tutorial. To view GruntWorx’s complete valuation and funding history, request access ». Expedited Service A 100% premium will be added to the cost of the job. 524. 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. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. Poorly scanned papers – If a field or entire form cannot be read by GruntWorx it will be classified as Poor Quality. Example of Report: 12 When the download is complete, go to Drake Documents and find your client. If the user declines, they are given the option to type the client SSN/s. user more flexibility to control cost. To export the list to a CSV, click Export in the bottom of the screen. Ask Your Own Tax Question. Client’s file must be closed during this. Address. Drake users can get $40 free trial credit when activating their GruntWorx Account on the Drake Software website. We would like to show you a description here but the site won’t allow us. Inventory • Add or edit users in the Manage Users tab. Securing your client data is important to GruntWorx. Only Consolidated Brokerage statements (Forms 1099-B) are supported for extraction. Reduce review time by only having summary information extracted. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. 6059. The cost will be that of a new job. Gruntworx. - GruntWorx Leverages applications you already use: Excel®, Adobe®Acrobat®, and your tax prep software . How to Set up a GruntWorx Account. 8. Click the plus sign to open the client’s GruntWorx folder. 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. 00 MB, 3K views. 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. No start up fees,. Trades Summary is available at the low cost of $3. Submitted: 4 years ago. You do not need to open this file. The hours are very flexible (this location allows you to choose your own hours as long as you hit a minimum). 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns $49. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. “And GruntWorx. Validated by GruntWorx when used with Organize or Populate. Automatic data flow from federal return to state and city returns, with override options. 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. 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. 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. Atlanta. ago. Inventory • Add or edit users in the Manage Users tab. GW Lite - Insert Additional Scanned PDF Documents Into an Organize PDF. com 4. Please call Sales for details, or you can use theCost. Cost. Unprecedented accuracy with GruntWorx’s patented Data validation services. Please call Sales for details, or you can use the ; Store; button to access tools to help you estimate your needs. 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 1099-Bs. 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. Other Junk Removal & Hauling Nearby. That being said, there are great resources provided by. Clear cookies. If chosen, a 100% premium will be added to the cost of the job, however, the job is. GruntWorx provides a diagnostic sheet or diagnostic notes that identify job issues. Trade Import Summary: GruntWorx Trades. Job Status. Not supported for import into other return types. If all documents in a job indicate Security Method: No Security and the job still fails, contact Drake Support (828-524-8020). o Includes human validationYou could be the first review for 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. 6059 • Receive. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. Populate EASY - one do-it-yourself product fitted ampere sooner turnaround time and down cost than the traditional Populate product. If you choose Or-ganize, you will. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. We are insured for the state of Florida. • If a user’s account gets Locked, under Manage Users, click. GruntWorx pricing is calculated on a per-trade basis. 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. with the option to select Trades. To find the cost-per-client information for processing a return, click on the . The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. Highlight the job to be canceled. 8020. They also have discounts if you buy early in the year. This tuition is fixed—it will not go up during a student’s time at Drake. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. Junk Removal Services Near Me. xml data store that can be importierte toward Drake Tax. ’” That was his introduction to tax automation. And audit firms will continue to bump up audit fees to meet the demand of cost and to retain talent. Use the GruntWorx cost estimator to calculate approximate costs. All of your registration are show, include total job charges inches the Cost bar. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. When a Trades job is submitted, an Excel file is generated and returned from GruntWorx. If your company offers products and services to tax professionals, join industry leaders and exhibit at the IRS Nationwide Tax Forums to reach over 12,000 attendees. TIP: Under both the Submit Jobs and Job Status tabs, balance information is available in the upper right corner of the window. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. Unprecedented accuracy with GruntWorx’s patented Data validation services. Address. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. It provides you with in . Populate LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than which traditional Populate product. Reviewer Mary Girsch-Bock also gave GruntWorx high marks in the remaining categories: Paperless Workflow (4. Please do not submit client data through this form, as it would be unencrypted and not secure. Click the plus sign to open the client’s GruntWorx folder. Whether you’re just getting started or looking to take your paperless tax workflow to the next level, this resource section will be a one-stop-shop where you will be able to find relevant white papers, case studies, and other tools to help. GruntWorx Trades, however, does require the use of Microsoft Excel to import a trades jobs into Drake. From the August 2019 reviews of tax document automation systems. Office manager scans and puts all the documents into ONE PDF file and transfers it to a OneDrive folder. GruntWorx application with a status . Grunt. GruntWorx Organize . 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. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. The Populate feature costs 75 cents per form. 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. 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 Software GruntWorx. E stimate your costs on the GruntWorx website. Box 6 Data – Cost Basis provided/not provided to the IRS; Benefits. You do not need to open this file. (438) Avalara helps businesses of all sizes achieve compliance with sales and use, excise, communications, VAT other transactional tax requirements by delivering comprehensive, automated, cloud-based solutions that are fast, accurate, and easy to use. Returns can be stored as PDFs, so you can email the return to your client.