4. You can also check how the current tax status would vary in. It is web-based and works with most browsers and computers. 1. 1000. All the client's folders, as well as files, are permanently deleted and cannot be restored. We think of it as the secret to our success - and yours. By The Southern Scoop on January 6, 2023. Software- Compatible Folders • Windows align with software cover sheets • Folders are 8¾” x 11¼”, 80# with a 3/. 29. Prevent loss of data using Drake Tax’s Backup and Restore tools. Traditional foil stamping and embossing on our darker linen papers provides a look of. 3. Finish: 80# burgundy stock. Primary Forum for posting questions regarding tax issues. SHOW DEAL. 29. On the Client tab, press the F3 key, select All. Drake Document Manager is a good solution which is only available as part of the Drake Tax Suite. Linen Folders available in 3 colors. 4 1/2" x 10 1/4" Wallet-Style Document Folder. Right-click and select Create New Folder. Custom imprinted or foil-stamped folders. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Window Folders for Software More Info › Multi Purpose Folders Other Multi Purpose Folders. Glossy Ceramic Mug. Drake Software. Click Next. Tax-Aid slip sheet expandable mailing envelope is guaranteed to work with Tax Wise®, Drake®, and TaxSlayer Pro® third-party s. Get. config; Updater. The double windows align perfectly with the software-generated cover sheets from Accutax, ATX, CCH ProSystem fx, Creative Solutions, Crosslink, Drake, ExacTax, Intuit. We offer the most complete assortment of Software Folders and Tax Envelopes compatible with the most popular preparation. 25. 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. The manual21. 20. Select Use Working Cabinet or Use Archive Cabinet. From Drake Documents: Open the taxpayer's folder in Drake Documents. To change the name of the new folder, select the folder and click Edit. Midnight Blue Side-Staple Tax Folder with Pocket and Windows (8 3/4 in x 11 1/4 in) (100 Folders). SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Under the From Preparer section, click the Upload icon. 2. Repeat the steps below for each tax type you wish to convert. On the next window, select the install option Install Drake Tax 2022. Tax Software Folders ; Tax Return Folders ; Foil Imprint Tax Folders. 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). This 2023 Drake tax software review looks at the features that make up this accounting software. Print a coversheet from your tax software to display through the windows of these high-quality tax folders, and easily mail to clients. Updated 04. 20. From the Home window in Drake, go to Setup > Data Locations to open the Data Locations dialog box. 5 Stars. Accept the Drake Software 2020 License Agreement. 500. Click OK. This includes client data files, print files, database files and transmission files. Gather all necessary tax documents, such as income statements, receipts, and investment documents. The windows are positioned to align with the cover sheet produced by your software package. Collection, 25 Count, Tax Returns Pocket Folders, Stamped, for Tax Professionals (9 x 12) - Green. You can print, share, and automatically route tax files from tax software to the correct folder in SmartVault. 1" expandable for larger returns. 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. Learn more…. TAXWISE & DRAKE CLIENT FOLDERS W/ POCKET (DRK GREEN) EXTRA CAPACITY 120 SHEETS (EACH POCKET HOLDS 60 SHEETS). Welcome to the Drake Software Manual for Tax Year 2008 . Access online tax research – Search a. 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. Click here to add a Network Upgrade to your existing Software Order. Tax return folders at discount prices – no coupon needed. 1. com). We carry a full line of 1099 Forms, W-2 Forms, Payroll Software, Tax Folders, Tax Covers, Envelopes, Checks and Office Supplies. 500. 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. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax Software. partners. When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year. Click Add. Get help when you need it. Locate the server computer (in the above examples, "MyServer") under "Network" and open it. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process a high number of individual and. One Inch Expandable Slip Sheet Tax Folders 100% guaranteed to work with Intuit Lacerte and ProSeries Tax Software. For next day or second day air shipping please call for a quote. The success of your office will depend on a reliable network. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Current year. NOTE: These changes are “global” changes. Glossy Ceramic Mug. Click OK. 250. See how the Backup and Restore Tool saves time with a Drake Tax free trial. 5" when folded. Downloads > Drake Tax). as those in Drake Tax. . $ 1. Due to nationwide paper shortages, folders may be produced with a slight variation in color or finish. Mon - Fri - 9 AM to 6 PM EST. 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 Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. 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. Choose from different styles, colors, sizes and features to suit your needs and preferences. screen, choose an install location for Drake Tax, then select the states . partners. Jun. Allow Drake to set up Drake Documents client folders (Recommended). We carry a full line of 1099 Forms, W-2 Forms, Payroll Software, Tax Folders, Tax Covers, Envelopes, Checks and Office Supplies. 1. (See Figure 2-3 on page 16. Double-click on the preparer or select the preparer and click Edit Preparer. Tax Return Folders for Tax Professionals. Work with Drake Documents – Store and access tax forms, returns and documents in Drake Documents, your digital filing cabinet. View the custom report, then export it to a CSV file. Drake. This includes client data files, print files, database files and transmission files. The windows are positioned to align with the cover sheet produced by your software package. 99. e. 1000 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). The windows are positioned to align with the cover sheet produced by your Drake® software. Free with Drake Tax, Drake Documents is an electronic filing cabinet for client tax documents, records and returns. Select Rename Folder or Delete Folder from the. It's well-reviewed for customer service, user experience and its three cost-effective plans. Enter a folder name in the "New Folder" dialog box. Products – Learn more about Drake Software’s products and . Reasons for Switching to Drake Tax: Our renewal was going to be over $16,000 and Drake was about 1/4 the price. 75"W x 11. Service Resources. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Sort By: Page of 1. 100. Basic Tax Return Folders Designer Tax Return Folders Simple Folders Available with Pockets, Side-Staple Tabs, Top-Staple TabsSet Up Account. Order compatible 1099 & W2 tax forms and envelopes for Drake software. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Please call (828) 524-8020 for assistance. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. Foil Stamped Letter Size Two Pocket Folder. . Click Add. View the custom report, then export it to a CSV file. Create a new folder on your C: drive named ConversionData before you begin the backup process. 21. Your complete satisfaction is 100% guaranteed. Additional space is available at $9. 250. 39. 7. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Includes 400 Total Tax Returns. 75"W x 11. Part 1 - Network Setup . The Mines Press has provided custom tax return folders and presentation solutions for tax professionals for over 30 years. Double Window Tax Folder with Side-Staple Tabs and Pocket (SSDWXX) for Drake and TaxWise Tax Window Folder with Dimond Design Side-Staple Tabs with Pocket (LA40XX) for Lacerte and ProSeries Tax Return Folder with Border (FOLDER) 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). folder. GruntWorx is the Drake name for text recognition automation features, which. Firm Management. In the Network Setup section, select the drive of the workstation designated as the “server” from the Tax returns are stored here drop list. Make sure that your Drake software is not in read only mode. Kevin K. Tax Software Compatible Envelopes. Drake Tax » Drake Documents ». All forms orders take between 24-48 hours to ship. Use these 80# folders with your UltraTax software by Creative Solutions, Max & Saber 1040 by ATX, or your own application. 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. When installing Drake Tax to a network, make sure to install to the root of the drive you will be running the software from. 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,. You can use Drake. After the PDF is printed, a dialog box displays the client's Drake Portals folders. For Drake Accounting, follow the steps through the Prerequisites Setup Wizard to install the needed peripheral programs (if applicable). Click Change Logo. Review "Drake Tax Security Information" for information the software login procedure. Step 1 (If installing Drake Software as a separate installation on every workstation, Skip to. Enter a folder name in the "New Folder" dialog box. Federal & State Individual 1040. The displayed structure represents what is created when you add new returns to the software. Forms & Software (99) Tax Supplies (153) Envelopes (148) Report Covers (85) PORTFOLIOS & REPORT. Features & Specs: 1" Expandable Double-Window Pocket Folder. 1. We keep them in stock all year long, and ready to ship. . Bring a new level of professionalism to your work by using the appropriate tax return software folder and envelop for your clients’ tax returns! We offer the most complete assortment of tax folders for accountants in the. To create additional folders: Highlight the drawer or folder that contains the new folder. Window Tax Return Folders & Envelopes 100% Compatible with Drake Software Slipsheets. ATX Pay–Per–Return System (PRS) is designed for professional tax preparers who file a lower volume of 1040 and business returns. Drake Documents is integrated with both Drake Tax and Drake Portals, making it efficient and easy to use. 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. Use Drake Documents to store and organize electronic documents such as PDF copies of tax returns, scanned Forms 8879 and 1099-B, and scanned copies of driver’s licenses, Social Security cards, and other forms of ID. Technology. These Tax Return Window Envelopes are specifically designed to work with your Drake® tax preparation software. . These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Update the EFIN, then click OK. Check the pros & cons to see if the pricing plans are worth it. 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. • Customizable cabinets and foldersIf you want to include your Drake Documents files, select Include DDM. 9500 Webinars at DrakeSoftware. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. Set up Drake to be used on a standalone computer or an office network. Use the Select Drive drop list to choose the destination to which to copy the files. Test any new setup features included in your software. Lockhart tax return presentation folders are quite simply, a class above, without peer, and made from the finest premium cover stock available. The displayed structure represents what is created when you add new returns to the software. The new folder appears in. Description: Specially designed for use with Drake, TaxWise and other tax software. Click the General tab. To change the name of the new folder, select the folder and click Edit. The folder appears in the screen window. 866-341-3799. Please use the Contact Us link above for customer support questions. i Drake Tax includes more than 6,000 federal and state forms and schedules: • 1040 • 1040-NR • 1041 • 1065. Nelco also provides products compatible with Drake Accounting. Optional personalization available in gold or silver foil with a 1 or 2 line imprint. 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. The die-cut double windows align perfectly with software-generated cover sheets by AccuTax, ATX, CCH ProSystem fx, Creative Solutions, Crosslink, Drake, ExacTax, Intuit, Lacerte, OLT Pro. 10. 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. ; Right-click any record and. 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. The software can be used on a single workstation or your choice of network configurations. 29. . Check out our selection of Drake Software deals today and start saving!. Work with Drake Documents – Store and access tax forms, returns and documents in Drake Documents, your digital filing cabinet. Click Configure Automatic Backups. 250. Drake Tax allows only a . Mon - Fri, 9am - 8pm ET. Actual Size: 8. Alternatively, during the. To change the name of the new folder, select the folder and click Edit. Select Yes to begin installation. The BEST expansion tax software folders available. Reinforce the high value of your work and ensure you project a brand image of preeminence and distinction to. e-Sign x20. Excess advance payment amounts received will be required to be repaid in certain circumstances. Form 1098-C does not need to be printed in red-line forms per Form. Read and accept the Drake Software 2013 License Agreement. felt cover weight stock. Enter a custom folder name. Go to Tools > File Maintenance > Backup. To insert the new folder you added above in all existing client Drake Documents folders, on. Nelco also provides products compatible with Drake Accounting. Home > Tax Returns Supplies > Tax Return Folders > Tax Return Folders > Tax Folder with Pocket and Standard Windows. Location of client folders These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. DrakeSoftware. Go to the drive where Drake is installed (i. 1. m. How to fill out tax folders for drake: 01. C:). The new folder appears in. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Order as few as 50 folders and get big discounts on larger quantities! Easily staple tax returns to the top tab, and fold over to display the coversheet through the windows. 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. Click the Sign button on the Drake. 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. and folders. It does not, however, function outside of Drake Software, so it cannot be used with other software programs such as Microsoft Office. you want to install from the . Produce a return summary with every return prepared. Side-Staple and Top-Tabs available. 3) Timely Updates After Federal Tax Law Changes/Updates (4. To review or edit the letterhead: From the Home page menu bar of the software select Setup > Communications Editor. Thank you for ordering! Our small business appreciates yours. 1. Use the Passport to Success to help get you ready for a. Location of client foldersIn Drake Tax, the option is available in the Backup and Restore dialog box. Seamless integration with Drake Tax Software. With the Professional Edition, Drake Accounting offers professional, full-scale accounting services to unlimited clients. Non-personalized only. If you are comfortable navigating in the network file structure, from each workstation, right-click on Z:DrakeYYFTDrakeYY. Superior 90lb. Select the e-sign PDF (an e-sign PDF is identified in the Drake Documents Type column as a Signed. The new folder appears in. to continue. 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. More than 70,000 tax professionals nationwide use Drake. More Details; Request Sample; Priced Per Quantity (Each) 50. Pocket folders, document covers and more. Drake Software is a tax preparation software that is commonly used by tax professionals and accountants. 03. Drake Accounting provides multiple reports such as single-column balanced sheets, payroll reports, profit and loss reports, etc. Check your downloads folder for the executable if the file does not begin to run automatically. Accounting Module. Get the best quality tax return folders from Folders. Produce a comparison sheet containing data from the current-year and prior-year returns. 250. $3625 ($1. Drake Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education. $ 1. We offer the largest assortment of tax return folders for accountants available online today. Select Yes to begin installation. More Details; Request Sample; Priced Per Quantity (Each) 50. . 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. 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). exe; DrakeAccounting20YY. Software-compatible window folders. 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. Integrated into Drake Tax – print returns to PDF and easily store. Order Now and Save an extra 20% off the Low folder Prices shown Above! TaxCalcUSA has a wide. Firm Management. 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. Preparer – Receiving a File. If an antivirus program will not allow you to exclude an entire folder, the following Drake Accounting ® files should be excluded: Exclude the following “. You’ll save money by using less paper and toner, and by cutting the staff time. m. In the Drake Portals pane, click on the Files tab and open the folderDocuments to Preparer. When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year. 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. Actual Size: 8. Queen. 12-490 InTax 1" Expansion Folder: Center Cut - NAVY. Click Save. 6/ 5) compared to other popular professional tax applications. If later, the document is stored with the client’s document manager folder. 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. Next . The selected tab’s tree view is presented in the left-hand panel. 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. Returns will require a Return Merchandise Authorization (RMA) number and will be subject to a 15% restocking fee. 21. • For either cabinet, we recommend that you select Allow Drake to set up Docu- ment Manager Client Folders. W-2 Forms. Click Exit. Generally, Drake network setup involves the following steps: Establish the network. Folders are constructed of 80 lb. Click New Folder. Locate the share-point folder on "MyServer" and right-click on it. W-2 Forms. Jul. 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. com. Due to nationwide paper shortages, folders may be produced with a slight variation in color or finish. bmp (bit-mapped) file to be used as the logo. Drag and drop file transfer from Drake Portals clients to Drake Documents. com). Tax Prep; QuickBooks. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. Click the second Add button related to Custom Folders to include sub-folders and files for the select folder(s) to the backup. Current year. For Drake Tax, select a location where you want the program installed. Ready to explore Drake Tax and the Backup and Restore Tool for yourself? Download the free trial today by clicking the. Select New Report. 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. Access online tax research – Search a customizable list of online tax resources. Drake®. The Drake Team has been hard at work in 2008 to help ensure that tax season at your firm is a successful one. Drake Accounting® provides approved scannable W-2 SSA Copy A and W-3 SSA Copy A forms. The Drake Copy EF Returns to Disk dialog box opens. 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 Drake® software. In November, it was announced that Cinven will bring TaxAct and Drake Software, a Cinven portfolio company, together over time under a new holding company, creating a leading, full-service tax solutions provider for professionals and consumers. bmp image of a different size may work, but it. Wrap Around Report Cover w/ Round Corners. On the main program screen, select the Utilities menu, then Import from Other Tax Software, then Generic ASCII File Client List/Drake Client List. Select Unselect All to remove all items from the organizer or proforma. The size of the image as printed can vary depending on your printer setting. To view forms, follow the steps below: Select File > View; the "EF Selector" dialog opens. Use code fall10 for 10% off all Tax Forms, Tax Return Supplies and Custom Imprinting orders through 11/30/23. How is the Digital Intake initiative going? The IRS says they have already scanned more than 120,000 Forms 940 since the year began: roughly twenty times more than all the documents scanned last year. Generate a folder cover sheet on which is printed the taxpayers’ names and the name, address, and phone number of the preparer’s firm. Set up a custom chart of accounts, import from an existing client, or use a template. Once added to a folder, files are listed in the right pane of the Working Cabinet window. The Client Communications Editor opens. 9500 > DrakeSoftware. Mon - Fri - 9 AM to 6 PM EST. 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. 02 /BNDL:. 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. 39. See below for some common settings, options, and troubleshooting for the Drake PDF printer. Description. Take a look at some of the free support services we offer. It's well-reviewed for customer service, user experience and its three cost-effective plans. . Review "Drake Tax Security Information" for information the software login procedure. DoubleCheck. For more helpful how-to videos, visit TaxDome Academy, our free online hub for viewing and learning everything you need to know about TaxDome. 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. Drake Software – Drake Document Manager. Want more options? Check out our complete selection of Drake folders and envelopes, TaxWise folders and envelopes or TaxWorks folders and envelopes. 1. Window folders for tax software. 5) Software Conversion Package (4. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. Create a new folder on your C: drive named ConversionData before you begin the backup process (For example, C:ConversionData). Drake Tax, part of Drake Software, is well suited for small to mid-sized accounting firms that process a high number of individual and business returns. 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. Set up Drake to be used on a standalone computer or an office network. com 1 ow you prepare for tax season can have a lot to do with how smoothly your season goes. 100. 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. Product Image.