Products – Learn more about Drake Software’s products and . 3. • Video Tutorials, a compendium of more than 200 how-to videos Drake Tax has released on how to use Drake Tax and related programs. 3. Call (828) 524-8020 for assistance. Tax forms and security envelopes are guaranteed compatible, at big discounts – no coupon code required with The Tax Form Gals! Printing year-end 1099 & W2 forms is quicker and easier when forms align perfectly with the data format of your software. Page of 1. . 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. 1. Software Setup Drake Software User’s Manual 18 Tax Year 2012 1. To reconcile amounts received for the advance child tax credit, entries must be made on the 8812 screen in Drake Tax 2021. We offer the largest assortment of tax return folders for accountants available online today. This early inclusion of individual income and employer. Learn more…. Window folders for tax software. Mon - Fri, 9am - 8pm ET. Technology. Click New Folder. needs are met prior to the start of a new tax season. Part 1 - Network Setup . pdf is a comprehensive guide for Drake Software users, covering topics such as installation, setup, data entry, e-filing, printing, and troubleshooting. On the Client tab, press the F3 key, select All. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. Click New Folder. 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. Click OK. 25. Use the Passport to Success to help get you ready for a. 1. $ 10399. Window Folder Specs: Size: 8-1/2″ x 11-1/4″ Score Size: 7/16″ Colors: Midnight Blue, Burgundy, Green Paper Weight: 80#12-750b MultiTax Folder: Tax Return Embossed and Foil Center Cut Hidden Staple Tab - Navy. 95 per month or $99. Your hard work deserves the best! Size: 9″ x 12″ (when closed) Score Type: Single score. Order a minimum of 50 folders / multiples of 50. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxSlayer, TaxWise, and Ultimate Tax Software. com. Enter a folder name in the "New Folder" dialog box. Customize emails to customers, including logos, text and footer. Use tax software to print coversheets compatible that display preparer and client information through the windows. We offer the most complete assortment of Software Folders and Tax Envelopes compatible with the most popular preparation. I am now opening up a new office and wanted to hire a remote tax preparer. Preparer – Receiving a File. Click OK. These Tax Return Window Envelopes are specifically designed to work with your Drake® tax preparation software. Looking for Drake Compatible Folders ?Purchasing – Make tax return preparation easier by purchasing . Superior 90lb. I am now opening up a new office and wanted to hire a remote tax preparer. NOTE: These changes are “global” changes. 1. 5. Qty: Features : Use these folders with your tax software or create your own custom slip-sheet. Form 1098-C does not need to be printed in red-line forms per Form. $ 1. Digital work papers are a quick scan away. The preparer could not transmit a return from a fixed location without an EFIN. Custom subdomain – <yourbusinessname>. 1. Drake Software. Most other software charges you extra for additional states. 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. Drake Software has made its mark in the market with its tax and accounting solutions. 866-670-8471John Higgins. We carry a full line of 1099 Forms, W-2 Forms, Payroll Software, Tax Folders, Tax Covers, Envelopes, Checks and Office Supplies. 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. is an electronic storage solution installed with your Drake Tax program. Select Upload document (s) to Drake PortalsTM and notify client (s) via email. (SSDWXX) for Drake and TaxWise Tax Window Folder with Dimond Design Side-Staple Tabs with Pocket (LA40XX) for Lacerte and. Alternatively, during the. 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. The windows are positioned to align with the cover sheet produced by your software package. It greatly reduces paper handling and storage needs for paper documents. 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. GruntWorx. Go directly to the DrakeXX folder and compare the number of converted files with the number you attempted to convert: Go to My Computer and open the drive containing the DrakeXX folder. 3/16" score. 1. Expanding Pocket Folder for Large Tax Returns. 1. If you are comfortable navigating in the network file structure, from each workstation, right-click on Z:DrakeYYFTDrakeYY. Affordable, high-quality presentation folders and document covers for client income tax returns. 1" Expandable Double-Window Pocket Folder. . Tire Gauge with Clip. This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. Choose TaxCalcUSA: 1. 1099M x16. 1280 lb. , the one to which it was assigned by the application process. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. Use the Passport to Success to help get you ready for a. You can also respond to questions posted by others. The windows are positioned to align with the cover sheet produced by your software package. 29. Alternatively, during the. Review "Drake Tax Security Information" for information the software login procedure. 1. When you create a new return in Drake, a corresponding folder is created in the Drake Documents. Step 1. Our tax return folders give you a professional look for your clients. Please call (828) 524-8020 for assistance. Expanding Folder w/ Fold Down Tab. DrakeSoftware. On the next screen, if you agree to the license and nondisclosure agreement, select . Think of Drake Documents' file structure as a virtual filing cabinet where files are saved within folders. 5) Software Conversion Package (4. For next day or second day air shipping please call for a quote. screen, choose an install location for Drake Tax, then select the states . 4 1/2" x 10 1/4" Wallet-Style Document Folder. 9500 > DrakeSoftware. ScheduleE x34. It is web-based and works with most browsers and computers. Get. - 5p. Drake. . 1. Thank you for ordering! Our small business appreciates yours. 341. Save 15% On Your Purchase with Drake Software Tax Folders Coupon Code. You must complete this basic step yourself. We offer a full line of tax return folders, tax report covers & tax report envelopes that are compatible with Drake™ Tax preparation software. 1. Access online tax research – Search a customizable list of online tax resources. Files backed up to other locations can be used to restore lost data. Shop for Drake Tax Folders that are designed to work with Drake 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. Or fastest delivery Aug 29 - 31. 07-760 MultiTax Envelope: 10 x 13 1" EXPANSION Peel & Seal. 2 Months Ago Drake Documents. 866-341-3799. CPE Training x41. Accept the Drake Software 2020 License Agreement. 39. 7. If you are experiencing an issue while working on a particular client in your Drake Accounting ® program, please don't hesitate to contact the Drake Accounting ® Support staff at 828-349-5908. And, they are all backed by our Lowest Prices Guaranteed. For. We tripled our productivity this tax season by connecting SmartVault, Lacerte, and DocuSign and have reduced the number of. Side-Staple and Top-Tabs available. Menu. Drake Software – Drake Document Manager. 4. 5 Stars. Nelco also takes orders by: Phone (800) 266-4669) Fax (800) 996-3526) Email ([email protected] or Unsigned. TaxCalcUSA is an established family business completely committed your your satisfaction. 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. One, left-side pocket holds supporting documents. Set up Drake to be used on a standalone computer or an office network. 225. Drake Accounting provides multiple reports such as single-column balanced sheets, payroll reports, profit and loss reports, etc. Click Add. All of our staff are experienced preparers, but I would be hesitant to throw a new person into a complex return with Drake as it does not do much hand holding like many of the other more expensive platforms. . New 10983: Installing Drake Tax. 75"W x 11. Integrated into Drake Tax – print returns to PDF and easily store. 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. Any changes made here affect all organizers or proformas of the same type and package. The reports generated using this software can be used for tax return filing. 1. If you want to include your Drake Documents files, select Include DDM. The size of the image as printed can vary depending on your printer setting. We think of it as the secret to our success - and yours. Step 1 (If installing Drake Software as a separate installation on every workstation, Skip to. Finish: 80# burgundy stock. 500. 2. (Optional) To have any form omitted from organizers or proformas, clear the check box in the Include in View/Print column. Double window tax folders 100% guaranteed to work with Intuit ProSeries, Lacerte & ProConnect software. 500. Discount Prices - No Coupon Code Needed with The Tax Form Gals! 866. 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. Then make the following selections: The Drake Tax Software locationto which you would like to install the program,Oval Air Freshener. Click Add to upload additional files (optional). Single Office Package Price $3,049. Select Yes to begin installation. To create additional folders: Highlight the drawer or folder that contains the new folder. 800-447-6788 | Satisfaction Guaranteed. The Drake PDF printer is a way to print tax returns, reports, and other documents in Drake Tax to PDF documents. For Drake Tax, select a location where you want the program installed. Current year. 500. *The trademarks for the third-party software noted here are owned by their respective companies. Drake runs quickly and covers our needs for tax preparation. From the 2018 reviews of professional tax preparation systems. From the Report manager, create a custom report that includes all the client data you want to export. Oval Air Freshener. Products – Learn more about Drake Software’s products and . 1. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. We offer the largest line of Tax Software Folders 100% guaranteed to be compatible with the most popular tax preparation software programs on the market today. The program updates all existing client folders in the current tax year. . File Download. Click here to add an E-File Option to your current MI Sales Tax Express. Click OK. You can delete an individual client through the Drake Portals website. Drake Software. MasterDataDirect. View Details. Order as few as 50 folders and get big discounts on larger quantities! The overall size is 9-3/4″ x 12″ with double-scored pockets that expand 3/8″. $0. Window folders are guaranteed compatible with: ProSeries™ and Lacerte™. TAXWISE & DRAKE CLIENT FOLDERS W/ POCKET (DRK GREEN) EXTRA CAPACITY 120 SHEETS (EACH POCKET HOLDS 60 SHEETS). Check the pros & cons to see if the pricing plans are worth it. The BEST expansion tax software folders available; Pre-assembled & Ready to use;. 2022. Expanding Legal Size Folder. Nelco also provides products compatible with Drake Accounting. We offer a full line of tax return folders, tax report covers & tax report envelopes that are compatible with Drake™ Tax preparation software. Add to Wishlist; Overview. With the Professional Edition, Drake Accounting offers professional, full-scale accounting services to unlimited clients. Click OK. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. exe” files in the main Drake Accounting ® folder (substitute YY for the year of DAS): DrakeAccounting20YY. Click Exit. Generally, Drake network setup involves the following steps: Establish the network. Click Copy Files. shipments from Drake Software. CUSTOMIZE YOUR PROJECT WITH OUR. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise and Ultimate Tax Software. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Tax Folders - Small Windows. GruntWorxOrganize. Select Use Working Cabinet or Use Archive Cabinet. The new folder appears in. Location of client foldersTax Folders, Tax Envelopes and Tax Forms - 100% Satisfaction Guaranteed. You must upload the files again and recreate any custom folders again. 25" H x 1". Firm Management. To create additional folders: Highlight the drawer or folder that contains the new folder. Right click on the file named DrakeYY_Federal. Lockhart tax return presentation folders are quite simply, a class above, without peer, and made from the finest premium cover stock available. Folders are constructed of 80 lb. Drake is well-known for its top-notch customer service and support. the Working Cabinet and the Archive Cabinet. 75"W x 11. Under the From Preparer section, click the Upload icon. Shop now and get organized! Focus keyword: Tax Return Folders. To rename or delete the folder, select it in the Drake Portals pane and right click. When integrated with Drake software, QuickBooks automates the data entry task. 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. All the client's folders, as well as files, are permanently deleted and cannot be restored. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. TAX YEAR 2016 Compliments of Drake Software 800. (See Figure 2-3 on page 16. If. • Customizable cabinets and folders • Backup utility Document Management and Storage 2022 Readers’ Choice Awards. Tax Software Compatible Envelopes. Personal information, prior-year income, fixed assets, and federal return data can be imported into Drake Tax from most. Select Yes to begin installation. Features to help you better serve clients who don’t come into the office:Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the Upload to Client's Portal (Upload to SecureFilePro TM in Drake19 and prior) option to upload the selected documents to the client's Drake Portals folder. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. 25" H x 1". Note: • This feature does not edit or remove existing. Alternatively, you can display the Drake shortcut among your tiles by dragging the All apps shortcut to the tiled area and dropping it there. The windows are. These double window products align perfectly with cover sheets generated by AccuTax, ATX, CCH ProSystem fx, Creative Solutions, Crosslink, Drake, ExacTax, Intuit, Lacerte, ProSeries, TaxAct. Click OK. 250. To change the name of the new folder, select the folder and click Edit. See below for some common settings, options, and troubleshooting for the Drake PDF printer. It does not, however, function outside of Drake Software, so it cannot be used with other software programs such as Microsoft Office. Easily complete any combination of returns that you need – federal or state forms, including business, specialty and sales & use forms (even W-2s, 1099s and 941s). ATX Pay–Per–Return System (PRS) is designed for professional tax preparers who file a lower volume of 1040 and business returns. The new folder appears in. Double-click on the preparer or select the preparer and click Edit Preparer. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. To insert the new folder you added above in all existing client Drake Documents folders, on. Choose Select All to add all items back to the organizer or proforma. 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. All forms orders take between 24-48 hours to ship. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). Tax Return Folders; Software Compatible Folders. Features & Specs: 1" Expandable Double-Window Pocket Folder. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. 3/16" score. - Drake Tax includes more than 6,000 federal and state forms and schedules, including:. 1. 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. Window Tax Return Folders & Envelopes 100% Compatible with Drake Software Slipsheets. Tax Return Mailing Envelope with Alternate Windows. Glossy Ceramic Mug. In the enhanced view of Drake tax software, you can check off items using DoubleCheck. Jun. Drag and drop file transfer from Drake Portals clients to Drake Documents. 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. Drake Software®, Drake Tax®, Drake Documents®, DrakeCPE®, and DrakePortals® are. When you select Run (or later open the downloaded file) to install the software, a pop-up appears. Click Save. Drake Documents. Produce a return summary with every return prepared. 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. Print a coversheet from your tax software to display through the windows of these high-quality tax folders, and easily mail to clients. Paper Weight: 80# – choose from 10 colors. 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. felt cover weight stock. Running the software from within a sub-folder will produce errors. The Drake Copy EF Returns to Disk dialog box opens. Take a look at some of the free support services we offer. exe (where Z: is the network server and YY the software year) and select Send to > Desktop (create shortcut). Queen. The Drake Team has been hard at work in 2008 to help ensure that tax season at your firm is a successful one. 1. Call (828) 524-8020 for assistance. How and when can I get a conversion program for my old tax software? For new Drake clients and trial software clients: Full Version Downloads. 250. Drake Tax » Drake Documents ». ; Right-click any record and. QuickBooks Checks & Supplies. ) 2. 2 Piece Report Cover w/ Window. This tax cover has room to write the tax year and client name, and important information for clients printed on the front. Support –Drake Software blog for tax pros, covering tax, IRS news, and more. The windows are positioned to align with the cover sheet produced by your software package. Page of 1. For steps on deleting clients through Drake Tax, see Related Links below. Side-Staple and Top-Tabs available. 29. 1. Actual Size: 8. When installing Drake Tax to a network, make sure to install to the root of the drive you will be running the software from. . . Get the best quality tax return folders from Folders. Export a Client List From Drake. 75" x 11. 4. The default folder configuration for each client is a folder for the specific Drake application such as tax, with a sub-folder for. Purchase compatible office supplies as well as W-2 blocks to seamlessly integrate W-2s from more than one million employers. Tire Gauge with Clip. 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. For more helpful how-to videos, visit TaxDome Academy, our free online hub for viewing and learning everything you need to know about TaxDome. Legal Size Two Pocket Presentation Folder. 7. • 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. 500. Click . to continue. e-Sign x20. 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. 1. Drake Tax; Practice Management; Tax Packages; Hosting Solution; Web-based Solutions; Bank. Order Now and Save an extra 20% off the Low folder Prices shown Above! TaxCalcUSA has a wide. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, TaxWorks, and Ultimate Tax software. Current year. 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. e. Optional personalization available in gold or silver foil with a 1 or 2 line imprint. Expanding Folder w/ Fold Down Tab. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. 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. 500. 12-765b MultiTax Folder: Tax Return Embossed and Foil Center Cut Top Tab - Burgundy Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. Product Name. Select Rename Folder or Delete Folder from the. 250. They can download it from there. Print a coversheet from your tax software to display through the windows of these high-quality. If there are non-Drake Tax files you want to add to the backup, click Add related to Custom Files. A complete list of shortcuts and commonly used keyboard shortcuts for Drake Tax is available in the Quick Reference Guide, select Help > Software Manuals & Online Resources on the Home window of the software (or included as a PDF document on your installation disk). Enter a folder name in the "New Folder" dialog box. Drake Documents is your virtual filing. 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). 3/16" score. 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. The folder appears in the screen window. $ 1. 21. 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. If later, the document is stored with the client’s document manager folder. This includes client data files, print files, database files and transmission files. CONFIDENCE & RELIABILITY.