The firm I used to work for switched from Lacerte to Ultratax in 2014 and then back to Lacerte in 2019 (both times for cost savings reasons). GruntWorx offers a calculator on its website that lets you calculate the cost of any job prior to submission so. 12924: GruntWorx Trades - Not Enough GruntWorx Dollars for the Job. The cost will be that of a new job. Presentation Length 1. 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. Pending — The upload to GruntWorx is still in progress. on all of the players in tax document automation. Drake Software is known for personal and . In the Status column of the GruntWorx Status dialog box, one of these statuses is listed: Failed — A transmission failure stopped the download. 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. 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. CloseHere 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. From what I’ve read, both SurePrep and GruntWorx offer a better product than any offerings bundled with tax software. 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. Most people view these products only as a tool to automatically populate information into the tax return. Cancel and Delete Job – This option removes the job from . We do offer alternative options, Expedited Service as well as Populate LITE, which has virtually no turnaround time. Go to Manage Users. Add the amount to purchase to your cart. Uncheck the “Hide downloaded jobs” box. 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. This will cost 5 cents per page processed, even if they were included in the original submission. GW Lite - Insert Additional Scanned PDF Documents Into an Organize PDF. The depreciable base for this asset is increased. • Run a Job Cost Report by selecting start and end dates and click-ing download report. From the Drake Tax Software toolbar, click the GruntWorx icon. Import Transactions. 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. GruntWorx provides a comprehensive and integrated family of web-based products that automate client tax document retrieval, organization, data entry, and review. The Organize product also offers the option of. UNDERGRADUATE FULL-TIME TUITION(for students entering 2024-2025 academic year with 12-18 credit hours/semester) Undergraduate Tuition Guarantee. When a Trades job is submitted, an Excel file is generated and returned from GruntWorx. Close Settings and refresh your browser. The application will display the Form 8949/GruntWorx Trade screen, click the Next button when you are ready to continue. o Includes human. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. Last month, we delved into the realm of self-service automation and examined…Read more › A quick and easy solution to automatically convert scanned tax documents into digital work papers that are organized, bookmarked and labelled. GruntWorx application with a status . 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. Completed — The upload to GruntWorx is complete but you have yet to download the completed job back to your computer. Communicate estimated tax deadlines to all your clients, even if they didn’t have Schedule C income in. If all documents in a job indicate Security Method: No Security and the job still fails, contact Drake Support (828-524-8020). 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. Search reviews. Phone number (601) 590-1263. Calculation results and full return view just a click away. 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. Organize LITE is a low-cost, entry-level solution that makes converting to a paperless office easy by including all the features and benefits of the standard Organize product, except there is no human validation. System Requirements: To use GruntWorx, a computer meeting Drake Tax. Suggest an edit. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. 6059. 1 year. Populate. A provides it with an . We’ve partnered with Rightworks to provide a world-class cloud hosting experience and give you the flexibility to run your business from anywhere. System Requirements: To use GruntWorx, a computer meeting Drake Tax system requirements also needs: Drake Documents. Inventory • Add or edit users in the Manage Users tab. 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. If you choose Or-ganize, you will. GruntWorx provides a diagnostic sheet or diagnostic notes that identify job issues. 6059. Cost Free. GruntWorx, LLC, is a Drake Enterprises company and leader in cloud-based paperless tax workflow systems. tax preparation software package. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns $49. 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. Uploading and Downloading It’s as easy as 1,2,3. 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. Lower cost with fixed price per Brokerage. Tokens – GruntWorx tokens are in the process of being retired. This is part of any job submitted to GruntWorx and returns a bookmarked PDF document to you. It is accessed from aforementioned GruntWorx logo for the home. GruntWorxOrganize LITE. It provides you with an . Populate LITE users still receive an organized, bookmarked, and searchable PDF, as well as an XML file with extracted data to import directly into the client’s return. Gruntworx was the best thing I added to my practice in the last decade. If I had to boil it down, Lacerte is more user friendly and Ultratax is able to do a bit more. After submission, validate the Populate LITE data with a user. Highlight the job to be canceled. 04 Broadcast - Last Chance to Save on GruntWorx! Posted 5 Months Ago by BBartlett. “You seen what they did last year. Answered in 3 days by: 7/16/2019. 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. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. The bottom line for your firm is better. GruntWorx and TicTie Calculate can provide you a complete, efficient end-to-end solution for processing paperless 1040 Tax Returns and related workpapers. The newest solution from GruntWorx, Trades LITE, allows users to have the benefit of capital gains automation – without the 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. We pride ourselves on providing professional customer care because making our customers happy is always our number one goal. BILL YOUR CLIENTGruntWorx products helps you save time by handing off the “grunt work” of document organization and data entry to support staff. Go to the Drake Software Support Website > Purchasing > GruntWorx Integration to get more information about pricing. Tax Professionals using GruntWorx. 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 Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. To find the cost-per-client information for processing a return, click on the . GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. 6059 ATTEND A WEBINAR Webinars are a great way to brush up on using GruntWorx and learn about any changes to. 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. The firm I used to work for switched from Lacerte to Ultratax in 2014 and then back to Lacerte in 2019 (both times for cost savings reasons). All Other Tax Software Users: From your GruntWorx Dashboard, click Settings in the top right corner. Self-Validate when used with Populate LITE at no extra cost. Validated by GruntWorx when used with Organize or Populate. If your tax practice is massive Form 1099s with hedge funds and grantor trust letters, don't bother. o The user receives an organized and bookmarked PDF • Organize . Pricing for GruntWorx products varies depending on the number of pages, forms, or trades that you need organized. Please call Sales for details, or you can use the Cost. Unprecedented accuracy with GruntWorx’s patented Data validation services. There are several benefits to using GruntWorx Trades Summary, including: Reduce 10s/100s/1000s of Trades into a single summary sheet. This tuition is fixed—it will not go up during a student’s time at Drake. GruntWorx allows the user to select from three types of jobs Organize Lite – Our quickest turn-around and most cost-effective product. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. 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. The Populate feature costs 75 cents per form. Replace slow, outdated manual data entry of Brokerage Statements and 1099-Bs with Self-Service Trade Details. Unprecedented accuracy with GruntWorx’s patented Data validation services. Trades products can be added to the Populate LITE jobs at no extra cost! Just remember – this information is not reviewed for accuracy. GruntWorx Advantages. Edit your existing Organize PDF to insert scanned copies of the new documents and adjust the bookmarks. If your tax practice is massive Form 1099s with hedge funds and grantor trust letters, don't bother. Shortcut keys and macros simplify data entry and reduce keystrokes. This cutting-edge technology is fully into Droke Strain and uses Drake Documents for scanning, printing plus file management. The estimated additional pay is $3,124 per year. This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. Visit. è To continue set-up,. For a couple thousand dollars Gruntworx eliminated the need for several data entry staff. Drake users must register and purchase at their site. GruntWorx pricing is calculated on a per-trade basis. 00. They also have discounts if you buy early in the year. 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. People LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than to traditional Populations item. It’s a great add-in with similar functionality as the tools in SPBinder but way more easy to put together workpapers in Adobe. GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in. 00 MB, 3K views. There are no large up-front costs associated. Be sure to only download the new job, not the previous one that you want to replace. xml data file that can be extrinsic into Drake Tax. The estimated total pay for a Tax Data Entry Clerk at GruntWorx is $40,233 per year. Start a Free Trial Today! Current Users - Purchase Online. 1 Launch Drake Software. Use the GruntWorx cost estimator to calculate approximate costs. 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. 8949 code – Some brokerage statements have complicated reporting formats. 14 GruntWorx sends all the processed files back to the GruntWorx folder within Drake Documents. Lower cost with fixed price per Brokerage. There are no upfront costs, fees, or commitments. GruntWorx Organize automatically identifies, organizes and labels the scanned tax. $6M. 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. 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. It is web-based and works with most browsers and computers. Every return you have submitted will be here, displaying the. The hours are very flexible (this location allows you to choose your own hours as long as you hit a minimum). user more flexibility to control cost. 10 Once you are back in GruntWorx, go to the Job Status tab. Find more Junk Removal & Hauling near Gruntworx. Tokens – GruntWorx tokens are in the process of being retired. Credits – GruntWorx. The GruntWorx Trades spreadsheet file extracts the following trade details, as listed on the Consolidated Brokerage Statements: Quantity; Security Description; Purchase Date; Sale Date; Sale Amount; Purchase Amount; Gain/Loss; Box 6 Data – Cost Basis provided/not provided to the IRS; Benefits. Brian Unger is an Account Executive at GruntWorx, LLC. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. pending for 5 to 30 minutes. 14 GruntWorx sends all the processed files back to the GruntWorx folder within Drake Documents. GruntWorx Organize takes the hassle out of managing clients' tax documents. Click the plus sign to open the client’s GruntWorx folder. This feature is crucial since it also eliminates the data entry errors. Submit a Populate LITE with Trade Details job to automate Schedule D/8949 data entry. Use the GruntWorx cost estimator to calculate approximate costs. GruntWorx tested the creation of tick marks in Adobe Acrobat Standard 10. Standard Populate charges apply and the turn-around time will be subject to normal wait times. 00/brokerage if adding to an Organize or Populate job, or at no extra cost with Populate LITE. Make any. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. Population software goes one step further, making data entry a part of the automated process. 18 The XML file contains your Populate Job extracted data. Please call Sales for details, or you can use the ; Store; button to access tools to help you estimate your needs. See the GruntWorx section on to Draft Support company for further information (Drake Support get required). Make any. Service Resources. USE THE GRUNTWORX CALCULATOR Determine the cost to process a job before submitting it with the easy-to-use GruntWorx calculator. TIP: The GruntWorx Agent will retrieve the client’s proforma data from the client tax file in Lacerte and submit the job to GruntWorx. 3 Select GruntWorx Integration from the My Account drop list. o Includes human. Eliminates manual data entry of trade details to. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. TIP: To fi nd the cost-per-client information for processing a return, click on the Job Status tab and uncheck the Hide downloaded jobs box. 800. Lacerte is a bit quicker as far as processing time. Inventory • Add or edit users in the Manage Users tab. 11 Select the job you want to use and click Download. How to Set up a GruntWorx Account. Reviewer Mary Girsch-Bock also gave GruntWorx high marks in the remaining categories: Paperless Workflow (4. CloseOffice VBA reference topicLearn the basics of Drake Software products with these short instructional videos. From your GruntWorx Dashboard, click Settings in the top right corner. è To continue set-up,. 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. Nice, thanks. Sales. The cost will be 5 cents per page submitted to be organized. GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. Reduce review time by only having summary information extracted. Worx. GruntWorx products require no. Show Less. Type in the import file's full path and name or click Browse to select an import file. We think of it as the secret to our success - and yours. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. 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 ampere secure, web-based application ensure automates and time-consuming missions are organizing your and entering he int Drake Tax. The bottom line for your firm is better. Please call Sales for details, or you can use the. Course Level Basic. Avalara. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928800-291-2136 2012 Overall Rating 4. Get Gruntworks Discount Code and find Black Friday Coupons & Deals. 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. If a form is received that is handwritten, such as a W-2, and the image is readable it may be read and handled as a form. Browse the recommended drivers, downloads, and manuals to make sure your product contains the most up-to-date software. 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. Just scan a client’s “shoebox” of tax documents. user more flexibility to control cost. Populate. Trade Import Summary: GruntWorx Trades. Cost. but with a do-it-yourself product featuring a quicker turnaround time and lower cost. Select Product Help for details each job type. 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns $49. GruntWorx Overview. GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. A quick and easy solution to automatically convert scanned tax documents into digital work papers that are organized, bookmarked and labelled. To see how we can be a solution for your document organization and data-entry needs, get a GruntWorx free trial today! Search GruntWorx. Here at GruntWorx, we want to support your tax office for a successful season, no matter the size of your business. xml data store that can be importierte toward Drake Tax. GruntWorx is well suited for accounting firms of any size; offering easy integration with a variety of tax programs including Drake. We are insured for the state of Florida. 830. Less than 1% of firms can find enough staff GruntWorx and go to the Job Status tabbed. • 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. Product Development. Image Description. Run. 6059 ATTEND A WEBINAR Webinars are a great way to brush up on using GruntWorx and learn about any changes to. Cost. Click here! To select documents for uploading to GruntWorx, take the following steps:. 179 expense deduction of $7,800 ($15,000 × 52%). The Organize system costs $5. The application displays the Form 8949/GruntWorx Trade screen, click Next when you are ready to continue. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. The reasoning is simple. From the August 2019 reviews of tax document automation systems. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. GruntWorx Populate takes manual data entry off your plate. 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. $10 PPR. See the GruntWorx section to the Drake Support site for more information (Drake Back get required). Technology reduces stress and errors. Cost – This column indicates the cost or the basis of the item here. TIP: To find the cost-per-client information for processing a return, click on the Job Status tab and uncheck the. Flexibility is precisely why GruntWorx charges on a per-page, per-form, or per-trade basis (depending on which service you choose). If an 8949 (covered/non-covered) code is missing or wrong it is because it was too difficult for the system to determine. didn't purchase gruntworx but did get the portal, so far so good on that, but the organizers are only so-so. GruntWorx has a few extra-inconvenient upload and download steps that I want to avoid when using UltraTax's Virtual Office or SaaS versions. The application displays Step 1 of the process. Email. CloseFrom the GruntWorx Dashboard, click on the client name to open the client’s details. 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. Since identity thieves have a number of ways to convert your personal information to cash, it may be time to add a…Read more ›Optionally provide private feedback to help us improve this article. We do have organizers for Schedule C, E, etc. Box 6 Data – Cost Basis provided/not provided to the IRS; Benefits. Related Articles. 2023. 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. 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. 8. The diagnostic sheet is included with the Organize, Populate, and Trades files that are placed in. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. Trade Detail data imports easily from a GruntWorx-generated Microsoft Excel file into your tax software. TIP: To see GruntWorx account balance information and add funds to account, click on Add to Balance. The GruntWorx Trade Summary tool is a standout feature, automatically transforming Consolidated Brokerage Statements and 1099-Bs into standard Microsoft Excel files. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. ago. Lower cost with fixed price per Brokerage. E stimate your costs on the GruntWorx website. This was my 2nd season working for gruntworx through PSG. 0 hour Subject Area 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. How much does it cost to use hosting on Right Networks? The hosting fee is $99 per month, per user. è To continue set-up,. GruntWorx, LLC, is a Drake Enterprises company and leader in cloud-based paperless tax workflow systems. GruntWorx Organize . Call us at 1-855-583-7486 for more details. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. Flexibility is precisely why GruntWorx charges on a per-page, per-form, or per-trade basis (depending on which service you choose). My first year as a Team Lead. If edits are needed, double-click into the field and either key in the adjustment, or use the Auto-Fill feature. The job will not be charged. We’re creating a hub of information where any tax professional can come to learn about the paperless tax preparation process. Replace slow, outdated manual data entry of Brokerage Statements and 1099-Bs with Self-Service Trade Details. Drake GruntWorx. 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. For example, Drake's Unlimited plan costs $1,825, its Power Bundle plan costs $1,975 and its Pay-Per-Return plan costs just $345. 830. You can listen to music and just focus on work. 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 Organize LITE. Contact vendor. • Value for Cost • Customer Support. Run reports on job prices See the price ofGruntWorx. No more keying in tens, hundreds, or thousands of individual trade details. Specialties: GruntWorX Exterior Cleaning provides power washing services in Jacksonville, FL, and surrounding areas. You may use your tokens until they expire but you may also convert your tokens to dollar credits. Supported Form Types : 1099-B: Consolidated 1099 Brokerage Statements:I do not have a huge practice, but it Gruntworx is cost effective and accurate, maybe I should look at using it. 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. Organize LITE. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. 000. Populate LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than which traditional Populate product. 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. GruntWorx pricing is calculated on a per-trade basis. 877. 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. GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in productivity. Atlanta. 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. About Us. $44. Click. Discover when tax document automation makes sense for your firm, determine scanning accuracy needed to deliver time savings, and understand integration with current tax compliance software. Credits – GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. E stimate your costs on the GruntWorx website. name, status, the date it was sent to GruntWorx, the date it was downloaded from GruntWorx, the product used, and the costs. 00 MB, 3K views. For a couple thousand dollars Gruntworx eliminated the need for several data entry staff. Attachments. How to Set up a GruntWorx Account. to Organize or Populate and is included with Populate LITE. After choosing the primary job type, you can select to add a Trade Details or Trade Summary job as well. Drake Software GruntWorx. Only Consolidated Brokerage statements (Forms 1099-B) are supported for extraction. Please call Sales for details. 8020. 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. GruntWorx pricing. GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. When a Trades job is submitted, an Excel file is generated and returned from GruntWorx. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. However, an actual copy of a previous tax return will cost $50 and will require a completed Form 4506. Scan all documents to PDF. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. Search reviews. GruntWorx provides a diagnostic sheet or diagnostic notes that identify job issues. Trade data verified for accuracy by GruntWorx includes Covered/Non Covered indicator, Quantity, Description, Acquisition Date, Sale Date, Proceeds, Cost Basis, Wash Loss,. name, status, the date it was sent to GruntWorx, the date it was downloaded from GruntWorx, the product used, and the costs. Please do not submit client data through this form, as it would be unencrypted and not secure. 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. They SUCK! Stay away from them. 95 PPR. GW Lite - Insert Additional Scanned PDF Documents Into an Organize PDF.