Click here to add a Network Upgrade to your existing Software Order. To create additional folders: Highlight the drawer or folder that contains the new folder. Drake Accounting allows you to prepare and print both live and after-the-fact payrollUse code fall10 for 10% off all Tax Forms, Tax Return Supplies and Custom Imprinting orders through 11/30/23. The windows are positioned to align with the cover sheet produced by your software package. 100. Any changes made here affect all organizers or proformas of the same type and package. Optional personalization available in gold or silver foil with a 1 or 2 line imprint. Although uninstalling Drake Software removes most of its files and folders, some leftover files may still remain on your computer. TAXWISE & DRAKE CLIENT FOLDERS W/ POCKET (DRK GREEN) EXTRA CAPACITY 120 SHEETS (EACH POCKET HOLDS 60 SHEETS). Set up Drake to be used on a standalone computer or an office network. For more helpful how-to videos, visit TaxDome Academy, our free online hub for viewing and learning everything you need to know about TaxDome. Please call (828) 524-8020 for assistance. From there, you can choose to either back up all Drake Tax files or individual ones—and these can be anything from folders to photo albums. The folder appears in the screen window. Popular Tags. i Drake Tax includes more than 6,000 federal and state forms and schedules: • 1040 • 1040NR • 1041. . Drake Tax Folders & Envelopes. 25" H x 1". It greatly reduces paper handling and storage needs for paper documents. ; In the Drake 2021 - Backup dialog box, click Select a backup location. W-2 Forms. . 1. From the file dialog box, select the drive and directory that contains the text file to be imported. Tax Return Folders; Tax Software Folders; Tax Software Envelopes; Federal & State Envelopes; Multi-Purpose Envelopes; Multi-Purpose Folders; Presentation Supplies; Tax Supplies; Tax Reference Handbooks2 5) The Menu Folder screen will appear. 100. The office. The BEST expansion tax software folders available. 21. In Drake Tax, the option is available in the Backup and Restore dialog box. Location of client foldersTax Folders, Tax Envelopes and Tax Forms - 100% Satisfaction Guaranteed. Click OK. 890. Please call (828) 524-8020 for assistance. 39. 21. DrakeSoftware. 1. To manually sync records, complete the following: 1. If you choose Orga-nize, you will have a PDF file. Drake Accounting ® provides approved scannable W-2 SSA Copy A and W-3 SSA Copy A forms. Firm Management. Training Tools - Download Drake Tax User’s Manuals, watch tax software video tutorials, access practice returns (and their solutions), register for summer Classroom Training and fall Update Schools, and jump to Drake’s e-Training Center (DrakeETC. com Drake Software requires certain files be located on the same computer used to transmit tax returns. It's well-reviewed for customer service, user experience and its three cost-effective plans. Single Office Package Price $3,049. 12 80 lb. I currently have drake software installed on my main computer at my main office and my one employee launches the software using a shared application folder while she is at the the main office. Click the icon to Install Drake 2013 Tax Software. Drake Software is a complete professional tax preparation. 7. You can use Drake. 25" H x 1". TAX YEAR 2016 Compliments of Drake Software 800. Traditional foil stamping and embossing on our darker linen papers provides a look of timeless simplicity and elegance. 95 per month or $99. Note: You cannot add files or folders directly to the Files tab, one of the listed folders must be selected first. Find tax folders and window envelopes that are compatible with Drake software coversheets. When I work from home I use team viewer to remote access my main computer. 17Drake Tax features integration . Click Finish when the process is complete. Choose from various colors, sizes and styles to suit your needs and budget. Windows align with coversheets printed from all major tax prep. In the Drake Portals pane, click on the Files tab and select the client default folder in which you want to add a custom folder. Tax-Aid slip sheet expandable mailing envelope is guaranteed to work with Tax Wise®, Drake®, and TaxSlayer Pro® third-party s. felt cover weight stock. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). Windows 7 . All the client's folders, as well as files, are permanently deleted and cannot be restored. Review. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Right-click and select Create New Folder. All files are stored as a PDF, so users must print to the included. Use tax software to print coversheets compatible that display preparer and client information through the windows. Double window tax folders 100% guaranteed to work with Intuit ProSeries, Lacerte & ProConnect software. New Products & Designs. SHOW DEAL. Click OK. $ 1. ScheduleC x39. the Working Cabinet and the Archive Cabinet. b. GruntWorxOrganize. 10 - Drake22 Updates New 11763: Attachments for e-Filing - General Information All documents from all years for all clients are stored in the Archive Cabinet, in alphabetically arranged cabinets, drawers, and folders. This electronic manual has been developed for Drake clients to provide clear, easy-to-find instructions and guidelines for using th e software. Note: • This feature does not edit or remove existing. Check the pros & cons to see if the pricing plans are worth it. Training Tools - Download Drake Tax User’s Manuals, watch tax software video tutorials, access practice returns (and their solutions), register for summer Classroom Training and fall Update Schools, and jump to Drake’s e-Training Center (DrakeETC. Drake Tax Manual, located in the PDF folder on the Drake Software CD and from your User Account (Support. An over-sized, expanding pocket tax return folder has ample space for large client tax returns and supporting documents. Categories. Running the software from within a sub-folder will produce errors. Note: After you have installed Drake Software and begun using it, you should change data locations only under the direction of Drake Support. 1. Choose from W-2, 1099s, ACA and other federal tax forms. 4. 17. Logout. Nelco provides Drake compatible supplies - tax folders, envelopes, cards, CD tax return envelopes and labels, specialized post cards, blank 1099s, blank W2s, and several other products. Right click on the file named DrakeYY_Federal. • Manual and Online Resources, a link to Drake Tax manuals, practice returns, IRS pubs, and Drake Software shipment letters, all in PDF format, readable online or available for download. 25. com. Click here to add an E-File Option to your current PPT Express. More Details; Request Sample; Priced Per Quantity (Each) 50. You can copy or cut a document and paste it into another folder, or. Welcome to the world of efficient tax organization with Drake Software’s comprehensive tax folders. Training Tools - Download Drake Tax User’s Manuals, watch tax software video tutorials, access practice returns (and their solutions), register for summer Classroom Training and fall Update Schools, and jump to Drake’s e-Training Center (DrakeETC. Drake Software’s email is designed to work with your Web-based email, such as Gmail® or Yahoo®, or your desktop email, such as Microsoft® Outlook®. 6. GruntWorx is the Drake name for text recognition automation features, which. Go to Tools > File Maintenance > Backup. More Details; Request Sample; Priced Per Quantity (Each) 25. Work with Drake Documents – Store and access tax forms, returns and documents in Drake Documents, your digital filing cabinet. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. In both instances of Drake Documents (Working Cabinet or Archive Cabinet), you can: Add new folders to the default file structure that Drake sets up for each client. Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software. Kevin K. Support –Drake Software blog for tax pros, covering tax, IRS news, and more. Make journal entries to one of the five separate journals – general, cash receipts, cash. 866-670-8471John Higgins. Set up a custom chart of accounts, import from an existing client, or use a template. When requested by our Support to do. Click Next. Enter a custom folder name. is an electronic storage solution installed with your Drake Tax program. The Backup and Restore tool allows you to schedule automatic backups, make custom one-time backups, and restore previously made backups. 5. Professional tax return folders with pockets, tax covers, custom folders and covers for all types of important documents. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. Produce a comparison sheet containing data from the current-year and prior-year returns. Access online tax research – Search a customizable list of online tax resources. Choose TaxCalcUSA: 1. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Click Save, and then click OK. Access online tax research – Search a. Organize the documents according to the appropriate tax folder sections, such as income, deductions, and credits. 6. 75" x 11. Due to nationwide paper shortages, folders may be produced with a slight variation in color or finish. Returns will require a Return Merchandise Authorization (RMA) number and will be subject to a 15% restocking fee. 39. Current year. Drake Software User’s Manual About Your Drake Software User’s Manual Tax Year 2015 5 1 Introduction Drake Software has some exciting changes and additions for the 2015 tax season: Link-Backs, DoubleChecks, and LookBack, new forms, new screens, and new work-sheets, new partnership K-1 allocations, enhanced email setup, footers for letters andTop 6 Reasons to. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Double window tax folders 100% guaranteed to work with Intuit ProSeries, Lacerte & ProConnect software. To create additional folders: Highlight the drawer or folder that contains the new folder. All forms orders take between 24-48 hours to ship. (SSDWXX) for Drake and TaxWise Tax Window Folder with Dimond Design Side-Staple Tabs with Pocket (LA40XX) for Lacerte and. Locate and right click the DT folder. How to fill out tax folders for drake: 01. Qty: Features : Use these folders with your tax software or create your own custom slip-sheet. In. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. Click Yes to enable or No to return to the Preparer Setup screen. 1. According to the survey by the Journal of Accountancy, Drake Software has gained the highest overall rating (4. This includes client data files, print files, database files and transmission files. To insert the new folder you added above in all existing client Drake Documents folders, on. Click the plus sign to open the client’s . Drake offers unlimited returns for its top two software tiers, various tax tools and options, a variety of software types and automatic backup of tax documents and data. You can scan them into Drake Documents as separate PDFs or as a single PDF, in any sequence, as long as each tax document is scanned as a separate page and the pages of multi-page documents such as brokerage statements and K-1 papers are scanned. Insert the 2013 Drake CD into the CD drive. See how the Backup and Restore Tool saves time with a Drake Tax free trial. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. Drake Software. shipments from Drake Software. No rights or endorsements are assumed or implied. 95 per. 6 Drake Documents Integration Options • To access the document manager setup, from the Home window menu bar of Drake Tax, go to Setup > Printing > Drake Documents. If you have selected the incorrect folder, press the back arrow to return to the folder selection on the Files tab. Drake Portals on the SecureFilePro TM domain provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Primary Forum for posting questions regarding tax issues. 02. Envelopes & Tax Software Order Tax Software Folders from Greatland! Contact Us 2480 Walker Ave NW Grand Rapids, MI 49544 Call us at 800-968-1099 Click the arrow beside the Drake Help button to access a video tutorial. Double Window (Confidential) First Class Landscape Tax Return Envelope for Drake, TaxWise, TaxWorks and GreatTax (9 1/2 in x 11 1/2 in) (100 Envelopes) $31. Seamless integration with Drake Tax Software. Tax Software Folders; Tax Software Envelopes; Federal & State. 250. Item F2 - Tax Return Folder Compatible with Drake; Windows align with your program's cover sheets; Double Window, Single Pocket; Business Card Slot; Side-Staple Tabs; 100 lb. exeWhen you manually archive a return in Archive Manager, you also create a date/time stamped PDF copy of the return in Drake Documents (previously Drake Document Manager). Drake Software can be networked using either the preferred method Server -Only (NW Client) or Alternative Server Configuration method. This tax cover has room to write the tax year and client name, and important information for clients printed on the front. 75"W x 11. To rename or delete the folder, select it in the Drake Portals pane and right click. Taxpayer forms in Spanish – Drake Tax includes 12 printable taxpayer forms in Spanish, including Forms W-4, W-7, 13844, and 2350. window. In. E-Pay. About Drake Drake Software was founded in 1977, rapidly growing from a family tax practice. 2019 Rating – 4. Here, we will cover five features of Drake tax software that you might not know about. 1. Click New Folder. These Tax Return Window Envelopes are specifically designed to work with your Drake® tax preparation software. From the Home window in Drake, go to Setup > Data Locations to open the Data Locations dialog box. Ready to explore Drake Tax and the Backup and Restore Tool for yourself? Download the free trial today by clicking the. Step 1 (If installing Drake Software as a separate installation on every workstation, Skip to. MTPO provides a client portal where your clients can take a pic or upload files to their account. 89. Drake. 1. Federal & State Individual 1040. Using a professional-looking, customized tax folder helps create a long-lasting impression with clients. See below for some common settings, options, and troubleshooting for the Drake PDF printer. In the enhanced view of Drake tax software, you can check off items using DoubleCheck. After you have installed Drake Tax and have begun using it, Drake recommends that you change data locations only under the direction of Drake Software Support. 87 delivery Aug 31 - Sep 1. You can obtain an RMA by calling 631-249-7744. Use code 10PCTOFF for 10% off all Tax Forms & Tax Return Supplies orders through 10/15/2023. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. I am now opening up a new office and wanted to hire a remote tax preparer. Select the folder Downloads in the left pane of the File Explorer window. Form 1098-C does not need to be printed in red-line forms per Form. We're available by phone 800-966-2709 , Monday - Friday from 8a. Keep this checklist for your records. Account and Serial NumbersTax folders at everyday discount prices. In Drake Accounting, make the client you want to sync to Portals the active client. Enter a custom folder name. To run the organizer (s), go to Last Year Data > Organizers and proceed as you ordinarily would, until you click Process 1040. 75"W x. . 6 Drake Documents Integration Options • To access the document manager setup, from the Home window menu bar of Drake Tax, go to Setup > Printing > Drake Documents. Nelco also provides products compatible with Drake Accounting. Drake offers unlimited returns for its top two software tiers, various tax tools and options, a variety of software types and automatic backup of tax documents and data. To create additional folders: Highlight the drawer or folder that contains the new folder. Actual Size: 8. When you select Run (or later open the downloaded file) to install the software, a pop-up appears. Form 1098-C does not need to be printed in red-line forms per Form. Drake Software is a top-tier provider of professional tax preparation software. Software Installation. Technology. If multiple machines are used for tax preparation in one office, files can be moved to other computers and uploaded to a single machine to. Additional space is available at $9. The double windows align perfectly with the software-generated cover sheets from Accutax, ATX, CCH ProSystem fx, Creative Solutions, Crosslink, Drake, ExacTax, Intuit. Review. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. Due to nationwide paper shortages, folders may be produced with a slight variation in color or finish. 3. Side-Staple Window Tax Folder Specs: Overall Folded Size: 8-1/2″ x 11-1/4″ Click Add. 100. Summary of Money's Drake Tax software review. Print a coversheet from your tax software to display through the windows of these high-quality. From the Report manager, create a custom report that includes all the client data you want to move to TaxDome. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, TaxWorks, and Ultimate Tax software. 866-341-3799. located in the PDF folder on the Drake Software CD and from your User Account. The time-consuming process of arranging client tax papers in the proper order is a thing of the past. 39. TaxCalcUSA is an established family business completely committed your your satisfaction. The new folder appears in. We offer a full line of tax return folders, tax report covers & tax. If an antivirus program will not allow you to exclude an entire folder, the following Drake Accounting ® files should be excluded: Exclude the following “. 1. Taxpayer forms in Spanish – Drake Tax includes 12 printable taxpayer forms in Spanish, including Forms W-4, W-7, 13844, and 2350. It is also advisable to make a backup of your current files to prevent loss of data. They can download it from there. $ 1. $3625 ($1. Jun. To change the name of the new folder, select the folder and click Edit. This option allows the program to create the necessary client file within the Drake Documents cabinet of your choice. 1. 90 - Tax Return Folders - Burgundy - Software Compatible - #150 - Basic. If a drive is selected where Drake Tax is not installed, the software would create a Drake Tax folder with only those sub-folders necessary to the shared functions (it does not install Drake Tax). Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer®, Crosslink®, TaxWise®, Accutax® and. But by working with our system, it is simple to match the functions of ATX and Drake Tax Software including their general score, respectively as: 7. Reinforce the high value of your work and ensure you project a brand image of preeminence and distinction to. Although uninstalling Drake Software removes most of its files and folders, some leftover files may still remain on your computer. The displayed structure represents what is created when you add new returns to the software. 1. exe” files in the main Drake Accounting ® folder (substitute YY for the year of DAS): DrakeAccounting20YY. It uses the latest computer technology and provides business flexibility and agility. Legal Size Two Pocket Presentation Folder. 95 per month or $99. Taxpayer Portal Basics. Click OK. The Mines Press has provided custom tax return folders and presentation solutions for tax professionals for over 30 years. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. m. Drake. 2. 2. partners. To delete the new folder, select the folder and click Remove. 3. Your complete satisfaction is 100% guaranteed. Import the Data From the CSV File to TaxDome. I wanted an easy way to get their electronic signatures. 1" Expandable Tax Return Software Folders. Federal & State Business Returns (In TaxWise Desktop) 1120, 1120S, 1065, 1041, 706, 709, 990. TaxCalcUSA is an established family business completely committed your your satisfaction. We'll cover where to go to install Drake Tax Software, what you'll need to complete the installation, and we'll cover what you need to setup for in order to. 02 /BNDL:. $ 1. Alternatively, during the. CONVENIENCE. My cart 0 My Account My orders Edit Profile Change Password. It's perfect for client organizers and tax returns. 1. You’ll save money by using less paper and toner, and by cutting the staff time. Select the boxes to the left of the client folders you want to archive or click Select All. Drake Software. Note: • This feature does not edit or remove existing. If a drive is selected where Drake Tax is not installed, the software would create a Drake Tax folder with only those sub-folders necessary to the shared functions (it does not install Drake Tax). Click Save. Drake Accounting ® Support may ask you to upload your client file to us so we may examine it further to best assist you. Choose from 4 formats: Side-Staple, Top-Staple, Pocket Only, or Expandable, and customize with foil-stamped. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. 9 days ago @ 7:44 PM Purchasing + Installing How do I install Drake Tax? Drake Software customers can download and install available versions of Drake Tax (federal and state. Accept the Drake Software 2020 License Agreement. The software can be used on a single workstation or your choice of network configurations. Pocket (s): Two, 4″ pockets are glued on the edge. Tax Software Compatible Envelopes. Drake Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education. Custom imprinted or foil-stamped folders. SHOW DEAL. Due to nationwide paper shortages, folders may be produced with a slight variation in color or finish. • Customizable cabinets and foldersIf you want to include your Drake Documents files, select Include DDM. C:). View the custom report, then export it to a CSV file. View Details. $ 1. Take a look at some of the free support services we offer. 29. . Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Technology. Open Drake. After setting up your Drake Account, be sure to sign up for our Getting Started with Drake webcast — a must-attend event created especially for you as a new customer. Windows align with tax software-generated cover sheets. Print a coversheet from your tax software to display through the windows of these high-quality tax folders, and easily mail to clients. This includes client data files, print files, database files and transmission files. 100. Click OK. NOTE: If you change your EFIN with Drake, be sure to also update it in your software by following these steps: Click Setup, then Electronic Filing & Account Information (ERO). com). Order a minimum of 50 folders / multiples of 50. Download the manual to learn more about Drake Software and its functions. Optional personalization available in gold or silver foil with a 1 or 2 line imprint. $ 10399. Nelco also takes orders by: Phone (800) 266-4669) Fax (800) 996-3526) Email ([email protected] or Unsigned. 890. It also offers built-in templates for new tax years, engagements, and client lists, which speeds up the tax filing process. 1. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. Click Configure Automatic Backups. Location of client foldersIn Drake Tax, the option is available in the Backup and Restore dialog box. We're available by phone 800-966-2709 , Monday - Friday from 8a. Purchase compatible office supplies as well as W-2 blocks to seamlessly integrate W-2s from more than one million employers. For Drake Tax, select a location where you want the program installed. Buy Now. ScheduleF x23. 9500 | Webinars at DrakeSoftware. Review "Drake Tax Security Information" for information the software login procedure. Discount prices tax software folders – no coupon needed! Heavy folder stock is ultra-professional. 250. You must complete this basic step yourself. 2. Use this manual in conjunction2017 Rating – 4. 95 per year, per 25 GB. Click the second Add button related to Custom Folders to include sub-folders and files for the select folder(s) to the backup. Test any new setup features included in your software. The new folder appears in. Tax Software Envelopes. The windows are positioned to align with the cover sheet produced by your software package. 3/16" score. First Class Mail Double Window Tax Return Envelope - Self Adhesive. The new folder appears in. Shop Easy with the Tax Forms Gals!The Gallery Collection, 25 Count, Tax Returns Pocket Folders, Gold Foil Stamped, for Tax Professionals (9 x 12) - Black. The Drake PDF printer is a way to print tax returns, reports, and other documents in Drake Tax to PDF documents. You can also review them feature by feature check out which application is a better fit for your enterprise. Digital work papers are a quick scan away. views: 1 to 4 - of - 4 Products Found. Business card slits provided on the right pocket. Click the Sign button on the Drake. 12-765b MultiTax Folder: Tax Return Embossed and Foil Center Cut Hidden Staple Tab - Burgundy Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. 1. The program updates all existing client folders in the current tax year.