9500 > DrakeSoftware. Dozens of Styles and Options. This electronic manual has been developed for Drake clients to provide clear, easy-to-find instructions and guidelines for using th e software. Tax Prep; ProSeries. 7. Enter a folder name in the "New Folder" dialog box. Technology. 1099 Forms. 29. 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. Click the icon to Install Drake 2013 Tax Software. The double windows align perfectly with the software-generated cover sheets from Accutax, ATX, CCH ProSystem fx, Creative Solutions, Crosslink, Drake, ExacTax, Intuit. 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. 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. All forms orders take between 24-48 hours to ship. Think of Drake Documents' file structure as a virtual filing cabinet where files are saved within folders. 1. Drake Documents. CONFIDENCE & RELIABILITY. Alternatively, during the. 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. How did Drake Tax do in the NATP 2021 Software Survey? Drake Software had the highest rating in seven categories (most ratings are on a five-point scale): Customer Retention (96%) Reliability of Software (4. 2. Here are some useful Drake software features that you might not be using –. 800-447-6788 | Satisfaction Guaranteed. This also selects Save document (s) to Drake Documents - the. com. 100. To review or edit the letterhead: From the Home page menu bar of the software select Setup > Communications Editor. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, TaxWorks, and Ultimate Tax software. It is also advisable to make a backup of your current files to prevent loss of data. Embossed Income Tax Return Folder With Expanding Pocket. Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. Order Tax Software Folders from Greatland! Contact Us 2480 Walker Ave NW Grand Rapids, MI 49544 Call us at 800-968-1099Release the form in the new position on the list. com 1 2 Awards 3 Support 4 Tax Solutions 5. We offer a full line of tax return folders, tax report covers & tax report envelopes that are compatible with Drake™ 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. The first and simplest way of getting а document from your tax program (such as ProSeries or Drake) or from your scanning software to TaxDome is to save it directly to the client folder in the TaxDome Drive. com). Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax Software. linen stock; 8 7/8" x 11¼" Use with Envelopes E3, E8 Drake Tax Folders & Envelopes. e-Form RSDrake Tax and supplementary programs such as Drake Accounting, Drake Portals, Drake E-Sign, and GruntWorx. One, left-side pocket holds supporting documents. 95 per year, per 25 GB. Table of Contentsshipments from Drake Software. 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. 1. 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. Click OK. If you have selected the incorrect folder, press the back arrow to return to the folder selection on the Files tab. com). Accounting Module. Lockhart tax return presentation folders are quite simply, a class above, without peer, and made from the finest premium cover stock available. Welcome to the Drake Software Manual for Tax Year 2008 . 6. To export your client list from Drake Software to a CSV file: 1. 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. Mon - Fri - 9 AM to 6 PM EST. Location of client foldersTax Folders, Tax Envelopes and Tax Forms - 100% Satisfaction Guaranteed. Whether you have already decided to make the switch or want to learn more about the process, here are three things you should know when converting your files to Drake. Get big. SSA and IRS compliance made easy. Purchase compatible office supplies as well as W-2 blocks to seamlessly integrate W-2s from more than one million employers. Kevin K. Set file expiration dates and customize default expiration dates. See below for steps on deleting backups that are stored in Drake Portals. 29. New Products & Designs. The folder appears in the screen window. Glossy Ceramic Mug. 100. More Details; Request Sample; Priced Per Quantity (Each) 50. 250. Discount prices tax software folders – no coupon needed! Heavy folder stock is ultra-professional. 95 per. - 5p. . You can use Drake. Drake. $ 2. Drake Documents is integrated with both Drake Tax and Drake Portals, making it efficient and easy to use. 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. Technology. 29. 1. We carry a full line of 1099 Forms, W-2 Forms, Payroll Software, Tax Folders, Tax Covers, Envelopes, Checks and Office Supplies. Select Yes to begin installation. • 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. 2. The new folder appears in. 17Drake Tax features integration . 3. During setup, change account information as needed, add account levels, enter current budget, starting balances, and export to Drake Tax. The software can be used on a single workstation or your choice of network configurations. Please call (828) 524-8020 for assistance. When requested by our Support to do. Order Now and Save an extra 20% off the Low folder Prices shown Above! TaxCalcUSA has a wide. It is also advisable to make a backup of your current files to prevent loss of data. 1. Alternatively, during the. Side-Staple and Top-Tabs available. Use code fall10 for 10% off all Tax Forms, Tax Return Supplies and Custom Imprinting orders through 11/30/23. Your hard work deserves the best! Size: 9″ x 12″ (when closed) Score Type: Single score. Choose from W-2, 1099s, ACA and other federal tax forms. 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®. . By integrating seamlessly with Drake Software’s robust platform, these folders provide tax professionals with a comprehensive solution for storing, accessing, and retrieving critical tax-related information. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Taxpayer forms in Spanish – Drake Tax includes 12 printable taxpayer forms in Spanish, including Forms W-4, W-7, 13844, and 2350. When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year. 5. Create a new folder on your C: drive named ConversionData before you begin the backup process (For example, C:ConversionData). 2022. Tax Software Folders; Tax Software Envelopes; 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. Mon - Fri, 9am - 8pm ET. Locate the server computer (in the above examples, "MyServer") under "Network" and open it. However, 1099 IRS Copy A, 1098 IRS Copy A and 1096 IRS Copy A require pre-printed "red-line" forms. Highlight one or more files: Drag the file(s) down into the Drake Portals pane. The windows are positioned to align with the cover sheet produced by your Drake® software. Primary Forum for posting questions regarding tax issues. Most other software charges you extra for additional states. With Drake cloud, With Drake hosting, you can retain all the features and functionalities of Drake software even on the go. Note: Drake Software does not store login information for recovery purposes. 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. We're available by phone 800-966-2709 , Monday - Friday from 8a. 4. When you select Run (or later open the downloaded file) to install the software, a pop-up appears. Welcome to the Drake Software Manual for Tax Year 2008 . Make journal entries to one of the five separate journals – general, cash receipts, cash. This includes client data files, print files, database files and transmission files. 17. Ready to explore Drake Tax and the Backup and Restore Tool for yourself? Download the free trial today by clicking 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. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928While Drake Portals is integrated with Drake Software as well as the Drake Documents, documents produced by other software, such as word processing software, can be uploaded to Drake Portals. Click the General tab. 866-670-8471John Higgins. Shop smart and save with Drake Software coupons, promo codes, and discount codes on Sociablelabs. Export a Client List From Drake. DoubleCheck. If. • Video Tutorials, a compendium of more than 200 how-to videos Drake Tax has released on how to use Drake Tax and related programs. Click the Open icon and from the drop list, point to any tax package to produce a drop list of letters. Minimum of 50. GruntWorx. Tax Prep; Missing something? Don’t see the app you’re looking for? Let us know what apps you want to see SmartVault inside. 3. $3625 ($1. Message Board participants can then respond to your questions. 25" H x 1". More than 70,000 tax professionals nationwide use Drake. Categories. • For either cabinet, we recommend that you select Allow Drake to set up Docu- ment Manager Client Folders. $0. com OCCUPATION Detective ADDRESS 1122 Canine Lane, Marietta, GA 30060 PHONE (828) 524-8020 BEST CONTACT TIME Noon SPOUSE INFORMATION NAME Grey HoundYou are here: Home > Tax Returns Supplies > Tax Return Folders > Software Compatible Folders > ATX Compatible 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. TaxWise and Drake Software Compatible Window Folders for Client Tax Returns. The windows are. The new folder appears in. 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. This 2023 Drake tax software review looks at the features that make up this accounting software. $ 10399. To remove them, follow these steps: Open File Explorer and go to C:\Program Files\Drake17 folder (or whichever version of Drake you had installed). 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). Enter the New folder name and click OK. On the next window, select the install option Install Drake Tax 2022. When you select Run (or later open the downloaded file) to install the software, a pop-up appears. 50 Count Tax Return Pocket Folders Gold With Customizable Labels For Tax Professionals (9 X 12) - Blue. 20. 6. Data Entry Help Drake. C:). $ 2. The windows are positioned to align with the cover sheet produced by your software package. . 39. 02. Federal & State Business Returns (In TaxWise Desktop) 1120, 1120S, 1065, 1041, 706, 709, 990. More Details; Request Sample; Priced Per Quantity (Each) 50. All forms orders take between 24-48 hours to ship. If you want to include your Drake Documents files, select Include DDM. 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. Tax Software Envelopes. It does not, however, function outside of Drake Software, so it cannot be used with other software programs such as Microsoft Office. You can use Drake. 1. I want to know if Drake is as good as Proseries for calculations and ease of use. shipments from Drake Software. Gather all necessary tax documents, such as income statements, receipts, and investment documents. 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. 2. To create additional folders: Highlight the drawer or folder that contains the new folder. 45/Count) $11. W2 x103. Find tax software folders and envelopes that are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and other software. Purchase compatible office supplies as well as W-2 blocks to seamlessly integrate W-2s from more than one million employers. Make sure that your Drake software is not in read only mode. Business card slits provided on right pocket. I have been using Proseries for over 10 years and like the what if features and the calculation of depreciation and credits. Select Yes to begin installation. However, 1099 IRS Copy A, 1098 IRS Copy A and 1096 IRS Copy A require pre-printed "red-line" forms. 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. Right click on the file named DrakeYY_Federal. If you are comfortable navigating in the network file structure, from each workstation, right-click on Z:DrakeYYFTDrakeYY. *The trademarks for the third-party software noted here are owned by their respective companies. 21. 2 Piece Report Cover w/ Window. exe” files in the main Drake Accounting ® folder (substitute YY for the year of DAS): DrakeAccounting20YY. Access online tax research – Search a. Drake Documents is your virtual filing. Click OK. Review. Click here to add an E-File Option to your current PPT Express. Affordable, high-quality presentation folders and document covers for client income tax returns. SHOW DEAL. After the PDF is printed, a dialog box displays the client's Drake Portals folders. 39. The windows are positioned to align with the cover sheet produced by your software package. Click Add. Product Image. State Install. Tax Return Folders (1000+) Price when purchased online. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. And, they are all backed by our Lowest Prices Guaranteed. Account and Serial NumbersFrom 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. Select the boxes to the left of the client folders you want to archive or click Select All. GruntWorx is the Drake name for text recognition automation features, which. 20. Folders are constructed of 80 lb. Click OK. 4. The setup window opens: Click Enable Automatic Backup. Please call (828) 524-8020 for assistance. For example, C:ConversionData. Drake Accounting ® provides approved scannable W-2 SSA Copy A and W-3 SSA Copy A forms. Once added to a folder, files are listed in the right pane of the Working Cabinet window. The office. 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). More Details; Request Sample; Priced Per Quantity (Each) 50. 2 Months Ago Drake Documents. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, TaxWorks, and Ultimate Tax software. Support –When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year. 75" x 11. 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. Tax Software Compatible Envelopes. Keep this checklist for your records. com). CONFIDENCE & RELIABILITY. The program updates all existing client folders in the current tax year. 5) Software Conversion Package (4. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. To remove them, follow these steps:Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, TaxWorks, and Ultimate Tax software. 1099R x42. ) 2. Accounting; TaxCalc. See "Windows 8 - Missing Desktop Icons after NWClient Installation" in Related Links below. To generate and export a list of all client email addresses, open Drake Tax and follow the steps listed below. Reasons for Switching to Drake Tax: Our renewal was going to be over $16,000 and Drake was about 1/4 the price. Protection Plus Firm Level inside of Drake – When an ERO uses the firm level program, Protection Plus is automatically included on every 1040 and 1040-SR return that the tax office files. 10. They can download it from there. com > Support > Documents). Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. The issue is mainly the price difference and savings of close to 2000. The Mines Press has provided custom tax return folders and presentation solutions for tax professionals for over 30 years. 39. I am on the pay per return for non 1040 which drives up the price. 99. This early inclusion of individual income and employer. This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. 39. QuickBooks Checks & Supplies. New 18321: 2023. Choose from various colors, sizes and styles to suit your needs and budget. 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. TaxWise and Drake Software Compatible Window Folders for Client Tax Returns. Windows 7 . The program updates all existing client folders in the current tax year. In. Drake Software is a complete professional tax preparation. The folder appears in the screen window. Basic Tax Return Folders Designer Tax Return Folders Simple Folders Available with Pockets, Side-Staple Tabs, Top-Staple TabsSet Up Account. 1" Expandable Tax Return Software Folders. Right-click and select Create New Folder. Drake®. Additional space is available at $9. Expanding Folder w/ Fold Down Tab. 2. • Customizable cabinets and folders • Backup utility Document Management and Storage 2022 Readers’ Choice Awards. Check Send to cloud storage. And, they are all backed by our Lowest Prices Guaranteed! Tax Folders - Small Windows. Drake Tax; Practice Management; Tax Packages; Hosting Solution; Web-based Solutions; Bank. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax Software. The windows are positioned to align with the cover sheet produced by your software package. For next day or second day air shipping please call for a quote. exe. Cut-A-Way Tax Covers; Twin Pocket Tax Portfolios; Colored Twin Pocket Report Cover;. Drake Software. When you select Run (or later open the downloaded file) to install the software, a pop-up appears. Side-Staple Window Tax Folder Specs: Overall Folded Size: 8-1/2″ x 11-1/4″ Click Add. 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. Nelco also provides products compatible with Drake Accounting. To insert the new folder you added above in all existing client Drake Documents folders, on. Tax return folders at discount prices – no coupon needed. MasterDataDirect. . Drake Accounting ® Support may ask you to upload your client file to us so we may examine it further to best assist you. Go to Tools > File Maintenance > Backup. 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. CUSTOMIZE YOUR PROJECT WITH OUR. Send us an email, or give us a call at 1-866-929-2252. The award-winning Drake Documents saves time by integrating with your email launcher, link to external files, file-tracking tools, import and export capabilities, and customizable file cabinets. Drake Software. Folders & Envelopes for Drake ® Software Compatible window folders and large envelopes. 100. The "View/Print Tax Return" dialog opens. as those in Drake Tax. In. The windows are positioned to align with the cover sheet produced by your software package. 1. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. We have tax envelopes, tax software, e-file solutions and tax kits with print-compatible forms for those who prefer to prepare their forms from the convenience of their desktop. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Learn more…. See below for some common settings, options, and troubleshooting for the Drake PDF printer. . In some cases, an OS that is released after the software's release may not produce the needed desktop icon. 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,. Client – Receiving a File. In the Drake Portals pane, click on the Files tab and open the folderDocuments to Preparer. You have four ways to send or receive files: Preparer – Sending a File. One Inch Expandable Slip Sheet Tax Folders 100% guaranteed to work with Intuit Lacerte and ProSeries Tax Software. exe (where Z: is the network server and YY the software year) and select Send to > Desktop (create shortcut). Click OK. When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year. Page of 1. It greatly reduces paper handling and storage needs for paper documents. The windows are positioned to align with the cover sheet produced by your software package. 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. . These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. With the Professional Edition, Drake Accounting offers professional, full-scale accounting services to unlimited clients. Drake Software — Drake Document Manager. . Your complete satisfaction is 100% guaranteed. The default settings for each tab set focus to the first form in the list. The windows are positioned to align with the cover sheet. For steps on deleting clients through Drake Tax, see Related Links below. Click OK. NOTE: These changes are “global” changes. The windows are positioned to align with the cover sheet produced by your software package. Click the Sign button on the Drake. views: 1 to 4 - of - 4 Products Found. 500. Accept the Drake Software 2020 License Agreement. 39. Services. The windows are positioned to align with the cover sheet produced by your Drake® software. 1. On the next window, select the install option Install Drake Tax 2022. When finished, click Exit. 500. To rename or delete the folder, select it in the Drake Portals pane and right click. 21.