2022. (See Figure 2-3 on page 16. Drake Tax and supplementary programs such as Drake Accounting, Drake Portals, Drake E-Sign, and GruntWorx. Displaying 1 to 3 (of 3 Products) Displaying 1 to 3 (of 3 Products) New Products For November - Tax Return Folders Drake Tax Compatible Tax Folder Burgundy MDSFBU06 1. felt cover weight stock. It's perfect for client organizers and tax returns. Yes, the IRS and SSA maintain certain requirements on forms to allow processing. 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. Let us delve deeper into the benefits and features of tax return folders for Drake Software users, empowering practitioners to maximize. a. Go to the drive where Drake is installed (i. Click here to add a Network Upgrade to your existing Software Order. From the Report manager, create a custom report that includes all the client data you want to export. Although uninstalling Drake Software removes most of its files and folders, some leftover files may still remain on your computer. GruntWorx is the Drake name for text recognition automation features, which. The windows are positioned to align with the cover sheet produced by your software package. To change the name of the new folder, select the folder and click Edit. Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software. When installing Drake Tax to a network, make sure to install to the root of the drive you will be running the software from. About Drake Drake Software was founded in 1977, rapidly growing from a family tax practice. One, left-side pocket holds supporting documents. These Tax Return Window Envelopes are specifically designed to work with your Drake® tax preparation software. Displaying 1 to 7 (of 7 Products) Manufacturer. Left Pocket Presentation Folder w/ Window & Fold Down Tab. 5 Stars. MTPO provides that feature. 3/16" score. Scan the tax documents as a PDF document into the client's Drake Documents folder. Foil Stamping: One color – choose from 13 colors. Downloads > Drake Tax). Drake Software can be networked using either the preferred method Server -Only (NW Client) or Alternative Server Configuration method. Drake is well-known for its top-notch customer service and support. 1. Purchase compatible office supplies as well as W-2 blocks to seamlessly integrate W-2s from more than one million employers. needs are met prior to the start of a new tax season. Call (828) 524-8020 for assistance. Find tax folders and window envelopes that are compatible with Drake software coversheets. This tax cover has room to write the tax year and client name, and important information for clients printed on the front. GreatTax™, Drake ® TaxWise® and. Learn more…. To view forms, follow the steps below: Select File > View; the "EF Selector" dialog opens. Drake Tax » Drake Documents ». 5. 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. Page of 1. Click Save, and then click OK. Tax return folders at discount prices – no coupon needed. Features & Specs: 1" Expandable Double-Window Pocket Folder. - 5p. Products – Learn more about Drake Software’s products and . Summary of Money's Drake Tax software review. 2019 Rating – 4. Folders are constructed of 80 lb. 1. In the enhanced view of Drake tax software, you can check off items using DoubleCheck. 21. The BEST expansion tax software folders available. . The windows are. Tax Prep; Lacerte. See below for steps on deleting backups that are stored in Drake Portals. In. If using Chrome, press CTRL + J to show the recent downloads and then choose Show in Folder to access the save location directly. 7. Drake Tax Software: Drake Compatible Tax Folder Midnight. Part 1 - Network Setup . Make sure that your Drake software is not in read only mode. Your complete satisfaction is 100% guaranteed. You will see that your client now has a plus sign by their name. Midnight Blue Side-Staple Tax Folder with Pocket and Windows (8 3/4 in x 11 1/4 in) (100 Folders). This early inclusion of individual income and employer. Locate and right click the DT folder. 1099R x42. 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. We offer the largest assortment of tax return folders for accountants available online today. com). Getting Started with Drake Tax For a full, detailed documentation of each subject presented in this class, view the 2022 Drake Tax Manual, located in the PDF folder on the Drake Software CD and from your User Account (Support. Work with Drake Documents – Store and access tax forms, returns and documents in Drake Documents, your digital filing cabinet. 500. Purchase compatible office supplies as well as W-2 blocks to seamlessly integrate W-2s from more than one million employers. CONVENIENCE. Produce a summary of the taxpayer's bill with each. Drake Tax 2022 ©2022 Drake Software, LLC TAXPAYER INFORMATION NAME Basset Hound TIN 400-00-6003 DATE OF BIRTH 01-01-1988 EMAIL Hound@1040. com > Support > Documents). The office supplies specified for Drake Software can be reviewed and ordered online at (or log in to the Drake Support Web site and go to Purchasing > Custom Office Supplies). com : Drake Tax Folders & Envelopes - Business Laser Checks, Check Envelopes, Blank Check Paper, Quickbooks 3-Up Checks, Quickbooks Checks, Sage/Peachtree Checks, Tax Forms & Accessories, Tax Return Folders, Tax Return Envelopes, Accountants Corner,. Window folders are guaranteed compatible with: ProSeries™ and Lacerte™. shipments from Drake Software. Check Send to cloud storage. W-2 Forms. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax Software. Use the Passport to Success to help get you ready for a. To review or edit the letterhead: From the Home page menu bar of the software select Setup > Communications Editor. 29. The windows are positioned to align with the cover sheet produced by your software package. The windows are positioned to align with the cover sheet produced by your software package. Set up Drake to be used on a standalone computer or an office network. The default folder configuration for each client is a folder for the specific Drake application such as tax, with a sub-folder for. Both are integrated into Drake Software, so documents can be saved to Drake Documents from within client files themselves, and the software for both cabinets is updated when the tax software is. Blue Linen. You can obtain an RMA by calling 631-249-7744. The folder appears in the screen window. Linen Folders available in 3 colors. 87 delivery Aug 31 - Sep 1. Get big. Includes 400 Total Tax Returns. Primary Forum for posting questions regarding tax issues. Description. You can use Drake. Accept the Drake Software 2020 License Agreement. DoubleCheck. Blue Linen. folder. Taxpayer forms in Spanish – Drake Tax includes 12 printable taxpayer forms in Spanish, including Forms W-4, W-7, 13844, and 2350. Tax Prep; Missing something? Don’t see the app you’re looking for? Let us know what apps you want to see SmartVault inside. Dozens of Styles and Options. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. The selected tab’s tree view is presented in the left-hand panel. Reasons for Switching to Drake Tax: Our renewal was going to be over $16,000 and Drake was about 1/4 the price. Welcome to the world of efficient tax organization with Drake Software’s comprehensive tax folders. 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. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). MasterDataDirect. See below for some common settings, options, and troubleshooting for the Drake PDF printer. I bought into Drake Tax this year without realizing it is a locally hosted program that only lives in your computer, and thus cannot communicate with other Drake Tax Software and sync up the data like QuickBooks. Get big discounts on tax folders – no coupon required with The Tax Form Gals! Use these premium tax folders to deliver tax returns to clients and build a more professional brand for your accounting firm! Embossed Tax Folder Specs: Size: 9″ x 12″ Score Type: Single Paper Weight: 80# Linen Pockets: Two, 4″ tall Business Card Diecut: Right. Superior 90lb. The windows are positioned to align with the cover sheet produced by your software package. I want to know if Drake is as good as Proseries for calculations and ease of use. 2 Months Ago Drake Documents. The folder appears in the screen window. You can use Drake. Folders are constructed of 80 lb. Drake Software — Drake Document Manager. To change the name of the new folder, select the folder and click Edit. Mon - Fri, 9am - 8pm ET. Drake Documents supports many file types and allows you to import or scan files into your configured structure. 4 1/2" x 10 1/4" Wallet-Style Document Folder. I am now opening up a new office and wanted to hire a remote tax preparer. 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. On the . Location of client folders: Location for 2020 client files: S:DRAKE20DT# Location for 2019 client files: S:DRAKE19DT#. The new folders are inserted in a client's Drake Documents folder when you first open the client return in Drake Tax after customizing your setup. When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year. 1. Tax Software Folders ; Tax Return Folders. New 18313: 2023. 1. Click Save, and then click OK. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. You can also check how the current tax status would vary in. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. 341. 4. Customizable cabinets, drawers and folders for organizing documents. 90 - Tax Return Folders - Burgundy - Software Compatible - #150 - Basic. ; Set the drive and folder for your backup to. Software-compatible, window tax return folders with pockets, side- and top-staple covers with windows and more. We offer the largest assortment of tax return folders for accountants available online today. Get help when you need it. 29. SmartVault integrates with Drake Software to provide built-in document management for the software. 3 and 8. 250. Regardless of the order documents are scanned,. To change the name of the new folder, select the folder and click Edit. To download a file, open Drake Documents and locate the client in the left tree menu. It also explains how to use features such as multi-factor authentication, security settings, and preparer accounts. If you ever find a similar item at a lower price we’ll match the price and give you a $20 coupon for your next order. Step 1. We carry a full line of 1099 Forms, W-2 Forms, Payroll Software, Tax Folders, Tax Covers, Envelopes, Checks and Office Supplies. The size of the image as printed can vary depending on your printer setting. The windows are positioned to align with the cover sheet produced by your software package. When you select Run (or later open the downloaded file) to install the software, a pop-up appears. American Flag Air Fresheners. Enter a folder name in the "New Folder" dialog box. Drake Accounting Software comes with a large-scale store of the W-2 forms, 940, 941, 944, 1099 forms, and federal and state tax forms. 1. Drake Software is a top-tier provider of professional tax preparation software. pdf is a comprehensive guide for Drake Software users, covering topics such as installation, setup, data entry, e-filing, printing, and troubleshooting. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. The windows are positioned to align with the cover sheet produced by your software package. Select the file to be uploaded and click Open. Authorized Site for Drake Compatible Products. Looking for Drake Compatible Folders ? Drake Tax and supplementary programs such as Drake Accounting, Drake Portals, Drake E-Sign, and GruntWorx. All forms orders take between 24-48 hours to ship. To delete the new folder, select the folder and click Remove. Choose white or light blue covers with side-staple tabs that are great for securing tax returns. The Drake PDF printer is a way to print tax returns, reports, and other documents in Drake Tax to PDF documents. Repeat the steps below for each tax type you wish to convert. Tax Software Compatible Envelopes. You must upload the files again and recreate any custom folders again. Pocket folders, staple-tab folders and covers. Drake Software. Bistro 14 oz. According to the survey by the Journal of Accountancy, Drake Software has gained the highest overall rating (4. Get. Click Next. Mon - Fri - 9 AM to 6 PM EST. Features & Specs: We offer the most complete assortment of Software Folders and Tax Envelopes compatible with the most popular preparation programs on the market today. Technology. 39. 3. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. partners. An EFIN should not be used at more than one fixed location, e. Click . Legal Size Two Pocket Presentation Folder. Generally, Drake network setup involves the following steps: Establish the network. Customize emails to customers, including logos, text and footer. 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. 250. Alternatively, during the. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. Purchase compatible office supplies as well as W-2 blocks to seamlessly integrate W-2s from more than one million employers. For steps on deleting clients through Drake Tax, see Related Links below. 17Contact EFIN Management at (866) 273-9032 and tell them you will be replacing your existing EFIN. 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). exe” files in the main Drake Accounting ® folder (substitute YY for the year of DAS): DrakeAccounting20YY. Shop for Drake Tax Folders that are designed to work with Drake tax preparation software. Expanding Folder w/ Fold Down Tab. Although uninstalling Drake Software removes most of its files and folders, some leftover files may still remain on your computer. Select Letterhead (All Packages). 12-790 MultiTax 1" Expansion Folder: Center Cut - NAVY Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. Choose from different styles, colors, sizes and features to. com 1 2 Awards 3 Support 4 Tax Solutions 5. Kevin K. 1. The software can be used on a single workstation or your choice of network configurations. ScheduleC x39. Support –Drake Software blog for tax pros, covering tax, IRS news, and more. The new folder appears in. $ 1. If you want to include your Drake Documents files, select Include DDM. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. Drake®. TaxTime USA offers comprehensive software programs for businesses needing to report sales, unemployment and personal property taxes easily and cost effectively. Enter a custom folder name. Select New Report. 2020 Drake Tax User’s Manual. Drag and drop file transfer from Drake Portals clients to Drake Documents. When finished, click Exit. The windows are positioned to align with the cover sheet produced by your Drake® software. 21. Think of Drake Documents' file structure as a virtual filing cabinet where files are saved within folders. ; Click the CSM button on the toolbar. 1099s, ACA Forms, Envelopes & Tax Software All our tax forms are IRS approved and guaranteed compatible with your software. Select Yes to begin installation. The "View/Print Tax Return" dialog opens. . Choose from 4 formats: Side-Staple, Top-Staple, Pocket Only, or Expandable, and customize with foil-stamped. Browse to the graphic image you want to use, select the image file and click Open. Features & Specs: 1" Expandable Double-Window Pocket Folder. 29. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. TaxWise and Drake Software Compatible Window Folders for Client Tax Returns. Enter the New folder name and click OK. Drake Tax offers several tax package. 500. Drake. It is web-based and works with most browsers and computers. 17Nelco 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. We offer tax folders & envelopes for many tax reporting software including Drake, Ultratax, ATX, Lacerte, ProSystems fx, GreatTax, TaxWise, Creative Solutions and TaxWorks. Select Rename Folder or Delete Folder from the. Click OK. 12-750b MultiTax Folder: Tax Return Embossed and Foil Center Cut Hidden Staple Tab - Navy. This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. Federal & State Business Returns (In TaxWise Desktop) 1120, 1120S, 1065, 1041, 706, 709, 990. 25. Click the plus sign to open the client’s . For next day or second day air shipping please call for a quote. 17. Select Unselect All to remove all items from the organizer or proforma. Side-Staple and Top-Tabs available. Click the Open icon and from the drop list, point to any tax package to produce a drop list of letters. Choose from W-2, 1099s, ACA and other federal tax forms. NoteDrake Software requires certain files be located on the same computer used to transmit tax returns. Software- Compatible Folders • Windows align with software cover sheets • Folders are 8¾” x 11¼”, 80# with a 3/. $3625 ($1. 39. Here, we will cover five features of Drake tax software that you might not know about. 02, 2010 12-750b MultiTax Folder: Tax Return Embossed and Foil Center Cut Top Tab - Navy Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer®, Crosslink®, TaxWise®, Accutax® and Refu. 21. Taxpayer Portal Basics. 9500 | Webinars at DrakeSoftware. Right-click and select Create New Folder. Print a coversheet from your tax software to display through the windows of these high-quality tax folders, and easily mail to clients. Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. Click OK. Click Save, and then click OK. It does not, however, function outside of Drake Software, so it cannot be used with other software programs such as Microsoft Office. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. How do I move a document to another folder in Drake Documents? There are several ways to move documents from one folder to another in Drake Documents (previously Drake Document Manager or DDM). Click here to add an E-File Option to your current MI Sales Tax Express. TaxWise and Drake Software Compatible Window Folders for Client Tax Returns. GruntWorx sends all the processed files back to the GruntWorx folder within Drake Documents. Current year. In Drake Accounting, make the client you want to sync to Portals the active client. With Drake cloud, With Drake hosting, you can retain all the features and functionalities of Drake software even on the go. Exit Drake Tax on the workstation. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax Software. Jul. The Drake Team has been hard at work in 2008 to help ensure that tax season at your firm is a successful one. To insert the new folder you added above in all existing client Drake Documents folders, on. This includes client data files, print files, database files and transmission files. On the Client tab, press the F3 key, select All. Click Continue. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Wrap Around Report Cover w/ Round Corners. Jul. Update the EFIN, then click OK. 29. Tax Return Folders (1000+) Price when purchased online. Form 1098-C does not need to be printed in red-line forms per Form. The "Transmit/Receive" dialog box is used to e-file tax returns, transmit firm information, transmit check-printing information, receive acknowledgements, and update files from Drake Software. DrakeSoftware. The user will not be able to select any options on the AP screen, and every 1040 and 1040-SR will have a Protection Plus member agreement included with the. Choose from 2 template sizes to pair with your presentation folders with the appropriate tax / accounting software. More Details; Request Sample; Priced Per Quantity (Each) 50. Drake Software is a tax preparation software that is commonly used by tax professionals and accountants. Drake Tax Folders & Envelopes. The Client Communications Editor opens. We carry a full line of 1099 Forms, W-2 Forms, Payroll Software, Tax Folders, Tax Covers, Envelopes, Checks and Office Supplies. Running the software from within a sub-folder will produce errors. 89. Digital work papers are a quick scan away. For complete details on filing returns electronically in Drake Tax, see “e-Filing a Return” in Chapter 8 of the . The windows are positioned to align with the cover sheet produced by your software package. Nelco has partnered with Drake Software to ensure that you are provided with compatible tax forms, checks, folders and envelopes. Tax folders at discount prices – no coupon needed! Pocket folders, staple-tab covers and more. Windows 8. How to fill out tax folders for drake: 01. • Customizable cabinets and folders • Backup utility Document Management and Storage 2022 Readers’ Choice Awards. 2. Use these 80# folders with your UltraTax software by Creative Solutions, Max & Saber 1040 by ATX, or your own application. Files backed up to other locations can be used to restore lost data. Go to Firm > Portal Setup. 1. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Click Yes to enable or No to return to the Preparer Setup screen. Click Save. 21. com > info@DrakeSoftware. 1. 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. , the one to which it was assigned by the application process. Click Add. 866-670-8471John Higgins. Software-compatible window folders. Drake runs quickly and covers our needs for tax preparation. You can delete an individual client through the Drake Portals website. Use code fall10 for 10% off all Tax Forms, Tax Return Supplies and Custom Imprinting orders through 11/30/23. 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. 07-760 MultiTax Envelope: 10 x 13 1" EXPANSION Peel & Seal. Locate the server computer (in the above examples, "MyServer") under "Network" and open it. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, TaxWorks, and Ultimate Tax software. 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. Drake Documents. SecureFilePro. Link your office computers in a hard wired. 75" x 11. Drake Software – Drake Document Manager. I am on the pay per return for non 1040 which drives up the price. Let our 25 years of experience work for you!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. 03. FULL PRODUCT LINE. Double Window Tax Return Folder - Side Staple (Midnight Blue) TaxTime USA offers comprehensive software programs for businesses needing to report sales, unemployment and personal property taxes easily and cost effectively. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. The Mines Press collection of slip sheet tax software envelopes is 100% guaranteed to be compatible with all tax preparation programs on the market today. Set file expiration dates and customize default expiration dates. Order a minimum of 50 folders / multiples of 50. Click OK. 39. We're available by phone 800-966-2709 , Monday - Friday from 8a. Open Lacerte. On the next window, select the install option Install Drake Tax 2022. 100. Starting with. 1. This vast experience has led us to put together the largest selection of top-quality tax folders available anywhere to get you through the tax season.