This option allows the program to create the necessary client file within the Drake Documents cabinet of your choice. Finish: 80# burgundy stock. The default settings for each tab set focus to the first form in the list. Your hard work deserves the best! Size: 9″ x 12″ (when closed) Score Type: Single score. Click . In. Drake Accounting ® Support may ask you to upload your client file to us so we may examine it further to best assist you. Click Upload File (s). Page of 1. Click the Sign button on the Drake. 2. We offer a full line of tax return folders, tax report covers & tax report envelopes that are compatible with Drake™ Tax preparation software. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process a high number of individual and. We're available by phone 800-966-2709 , Monday - Friday from 8a. This includes client data files, print files, database files and transmission files. Primary Forum for posting questions regarding tax issues. Business card slits provided on the right pocket. $ 1. Note: Drake Software does not store login information for recovery purposes. Request Your Free Sample Pack. Click OK. Submit the document to Drake Software for validation. Import the Data From the CSV File to TaxDome. 39. Tax Folders,accounting folders,cpa folders,accountant client folders,tax file folders, tax pocket folders,tax organizers. View the custom report, then export it to a CSV file. More Details; Request Sample; Priced Per Quantity (Each) 50. Custom subdomain – <yourbusinessname>. 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. Click Save. Reinforce the high value of your work and ensure you project a brand image of preeminence and distinction to. 500. Click New Folder. Enter a custom folder name. Click Add. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. For example, you open a return with a W2 showing $12000 in wages, archive it and then change the W2 wage entry in the open return to $14,000. Client – Sending a File. Select Rename Folder or Delete Folder from the. Work with Drake Documents – Store and access tax forms, returns and documents in Drake Documents, your digital filing cabinet. Browse to the graphic image you want to use, select the image file and click Open. Click the second Add button related to Custom Folders to include sub-folders and files for the select folder(s) to the backup. The software can be used on a single workstation or your choice of network configurations. Alternatively, during the. Technology. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. The windows are positioned to align with the cover sheet produced by your software package. 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. 75" x 11. Drake Software. 500. To delete the new folder, select the folder and click Remove. 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. Organize the documents according to the appropriate tax folder sections, such as income, deductions, and credits. Enter a custom folder name. 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. Click OK. 1. These folders are thoughtfully designed with the needs of tax professionals in mind, ensuring easy access to client information, reducing clutter, and enhancing overall productivity. shipments from Drake Software. MTPO provides a client portal where your clients can take a pic or upload files to their account. With the Professional Edition, Drake Accounting offers professional, full-scale accounting services to unlimited clients. When a return is created in Drake Tax Software, an empty folder for the current tax year is also created for that client in the Drake Documents. EGP Income Tax Return Folder - Prestigious - Large. The time-consuming process of arranging client tax papers in the proper order is a thing of the past. Double window tax folders 100% guaranteed to work with Intuit ProSeries, Lacerte & ProConnect software. 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. Hello Anonymous Websi. Right-click and select Create New Folder. folder. Note: • This feature does not edit or remove existing. 20. 3. Window Tax Folders with Side Staples – Compatible TaxWise™ and TaxWorks™ Software. 39. Click OK. 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. Accounting Module. Tire Gauge with Clip. Forms & Software (99) Tax Supplies (153) Envelopes (148) Report Covers (85) PORTFOLIOS & REPORT. com). Call (828) 524-8020 for assistance. Right-click and select Create New Folder. The folder appears in the screen window. Produce a comparison sheet containing data from the current-year and prior-year returns. You can Select All and Unselect All for quicker copy selections. 1. Order compatible 1099 & W2 tax forms and envelopes for Drake software. DrakeSoftware. 20. com). Looking for Drake Compatible Folders ? Drake Tax and supplementary programs such as Drake Accounting, Drake Portals, Drake E-Sign, and GruntWorx. Which return types convert to Drake Tax. Purchase compatible office supplies as well as W-2 blocks to seamlessly integrate W-2s from more than one million employers. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. When you create a new return in Drake, a corresponding folder is created in the Drake Documents. $0. When finished, click Exit. Windows align with tax software-generated cover sheets. 225. 3/16" score. Actual Size: 8. Drake Software | 800. 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. W-2 Forms. Then make the following selections: The Drake Tax Software locationto which you would like to install the program,Oval Air Freshener. Products – Learn more about Drake Software’s products and . 1. Free with Drake Tax, Drake Documents is an electronic filing cabinet for client tax documents, records and returns. Alternatively, you can display the Drake shortcut among your tiles by dragging the All apps shortcut to the tiled area and dropping it there. 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). a. and find your client. The die-cut double windows align perfectly with software-generated cover sheet produced by: AccuTax, ATX, CCH ProSystem fx, Creative Solutions, Crosslink, Drake, ExacTax, Intuit, Lacerte, ProSeries, TaxAct,. Order Now and Save an extra 20% off the Low folder Prices shown Above! TaxCalcUSA has a wide. . 45/Count) $11. 3799 [email protected] your computer, press Windows key + E to open the File Explorer. 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. Choose white or light blue covers with side-staple tabs that are great for securing tax returns. com). Drake Software:Tax Return Folders: Customize Accountant Presentation Folders. 95 per year, per 25 GB. GruntWorx. 89. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. com : Drake Tax Software - 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,. 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. Select the file to be uploaded and click Open. 866-341-3799. Shop Easy with the Tax Forms Gals!The Gallery Collection, 25 Count, Tax Returns Pocket Folders, Gold Foil Stamped, for Tax Professionals (9 x 12) - Black. Click the Open icon and from the drop list, point to any tax package to produce a drop list of letters. The new folder appears in. The BEST expansion tax software folders available. 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. To change the name of the new folder, select the folder and click Edit. All forms orders take between 24-48 hours to ship. The software can be used on a single workstation or your choice of network configurations. Drake Accounting allows you to prepare and print both live and after-the-fact payrollUse code fall10 for 10% off all Tax Forms, Tax Return Supplies and Custom Imprinting orders through 11/30/23. Optional personalization available in gold or silver foil with a 1 or 2 line imprint. When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year. 17 These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. A well-organized office. This includes client data files, print files, database files and transmission files. 100. m. *The trademarks for the third-party software noted here are owned by their respective companies. ScheduleA x29. $ 1. e. You can flag and verify the items on the tax forms to review them in the future and can even add or delete notes to these items. You can use Drake. To delete the new folder, select the folder and click Remove. Locate and open the DrakeXX folder. You can also check how the current tax status would vary in. Drake Accounting provides multiple reports such as single-column balanced sheets, payroll reports, profit and loss reports, etc. 1. Tangible Values tax return slip sheet folders and envelopes are 100% guaranteed to work with your 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. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Software-compatible window folders. Due to nationwide paper shortages, folders may be produced with a slight variation in color or finish. . All forms orders take between 24-48 hours to ship. 17Drake Tax features integration . Custom imprinted or foil-stamped folders. Get. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax Software. If later, the document is stored with the client’s document manager folder. 1" Expandable Tax Return Software Folders. Starting in Drake16, a self-service password recovery option is available on the login page. 07-760 MultiTax Envelope: 10 x 13 1" EXPANSION Peel & Seal. Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. 1280 lb. Drake Software Support recommends transmitting at least after each IRS drain (12 noon and 12 midnight EST), even if you do not have any returns to file. Click OK. CCH/ProSystem FX Compatible Folders; Drake Compatible Folders; Lacetre Compatible Folders. Client – Receiving a File. i Drake Tax includes more than 6,000 federal and state forms and schedules: • 1040 • 1040-NR • 1041 • 1065. MultiTax TaxWise, Drake, TaxSlayer, Refunds Today, Accutax, Crosslink, Ultimate Tax; ProTax CCH ProSystem fx, TaxAct;. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Click Add. The windows are. Locate and right click the DT folder. Tax Software Envelopes. 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. 1. Access online tax research – Search a customizable list of online tax resources. Customers who already have an SecureFilePro. Window Folders for Software More Info › Multi Purpose Folders Other Multi Purpose Folders. 95 per month or $99. com > Support > Documents). Use the Passport to Success to help get you ready for a. TaxTime USA offers comprehensive software programs for businesses needing to report sales, unemployment and personal property taxes easily and cost effectively. 1-800-296-4321. Choose from different styles, colors, sizes and features to suit your needs and preferences. 250. 25"H. 25. 100. i Drake Tax includes more than 6,000 federal and state forms and schedules: • 1040 • 1040NR • 1041. 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. Actual Size: 8. Select Yes to begin installation. Under the From Preparer section, click the Upload icon. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise and Ultimate Tax Software. In the Login Information section of the Preparer Setup, select the checkbox to the right of Enable Multi-Factor Authentication (MFA). These tax return folders give you a high quality image at a very affordable cost. You will see that your client now has a plus sign by their name. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. Embossed Income Tax Return Folder With Expanding Pocket. We offer tax folders & envelopes for many tax reporting software including Drake, Ultratax, ATX, Lacerte, ProSystems fx, GreatTax, TaxWise, Creative Solutions and TaxWorks. New Products & Designs. To create additional folders: Highlight the drawer or folder that contains the new folder. - When restoring a large number of files, it will be quicker to copy the backup folder from your flash drive to your hard drive, and restore from the hard drive. 100. These Tax Return Window Envelopes are specifically designed to work with your Drake® tax preparation software. Tax Folders - Small Windows. 1-212-473-7338. On the next window, select the install option Install Drake Tax 2022. Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. Bulk Discounts on Client Income Tax Return Presentation Folders & Covers. Choose from different styles, colors, sizes and features to. The new folder appears in. 07, 2010. When integrated with Drake software, QuickBooks automates the data entry task. Service Resources. Glossy Ceramic Mug. you want to install from the . Home > Tax Returns Supplies > Tax Return Folders > Tax Return Folders > Tax Folder with Pocket and Standard Windows. The displayed structure represents what is created when you add new returns to the software. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928shipments from Drake Software. Once added to a folder, files are listed in the right pane of the Working Cabinet window. Blue Linen. 2. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. Excess advance payment amounts received will be required to be repaid in certain circumstances. To insert the new folder you added above in all existing client Drake Documents folders, on. . 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. 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. 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. All financial data gets directly imported into the tax software, improving return accuracy and saving time. • Customizable cabinets and foldersIf you want to include your Drake Documents files, select Include DDM. Data Entry Help Drake. Authorized Site for Drake Compatible Products. com provides discount tax return folders and tax slip sheet folders to the accounting, bookkeeping and CPA industries. needs are met prior to the start of a new tax season. If you are comfortable navigating in the network file structure, from each workstation, right-click on Z:DrakeYYFTDrakeYY. . 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. 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. SmartVault integrates with Drake Software to provide built-in document management for the software. Choose from W-2, 1099s, ACA and other federal tax forms. com. Take a look at some of the free support services we offer. Get a special . 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. From the Home window in Drake, go to Setup > Data Locations to open the Data Locations dialog box. $ 1. When prompted to Choose Report Type, select Tax Return Data and click OK. partners. TaxWise and Drake Software Compatible Window Folders for Client Tax Returns. Logout. 29. 1099 Forms. 21. Tax Software Folders ; Tax Return Folders ; Foil Imprint Tax Folders. Traditional foil stamping and embossing on our darker linen papers provides a look of timeless simplicity and elegance. Tax Return Mailing Envelope with Alternate Windows. 6. 21. Use tax software to print coversheets compatible that display preparer and client information through the windows. Firm Management. Go to the drive where Drake is installed (i. Our customers know they can rely on Drake for comprehensive product excellence and value. 17. For a list of Custom Software Compatible Folders, click here. Requiring Updates When Offline . 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. 5 Stars. TaxCalcUSA is an established family business completely committed your your satisfaction. Get the best quality tax return folders from Folders. Professional tax return folders with pockets, tax covers, custom folders and covers for all types of important documents. 1. 17Otherwise only data collection and tax return preparation may occur there. Purchase compatible office supplies as well as W-2 blocks to seamlessly integrate W-2s from more than one million employers. Click through folders to search for content you are interested in, and when you select a topic, the relevant articles are displayed. Update the EFIN, then click OK. Drake software in the cloud offers you the flexibility to work anytime anywhere. Personal information, prior-year income, fixed assets, and federal return data can be imported into Drake Tax from most. Form 1098-C does not need to be printed in red-line forms per Form. 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. 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. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). On the . The program updates all existing client folders in the current tax year. comes in many different variations. More Details; Request Sample; Priced Per Quantity (Each) 50. From there, you can choose to either back up all Drake Tax files or individual ones—and these can be anything from folders to photo albums. Print a coversheet from your tax software to display through the windows of these high-quality. It is also advisable to make a backup of your current files to prevent loss of data. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. 21. Legal Size Two Pocket Presentation Folder. *The trademarks for the third-party software noted here are owned by their respective companies. No rights or endorsements are assumed or implied. The windows are positioned to align with the cover sheet produced by your software package. Table of Contentsshipments from Drake Software. Click Next. E-Pay. If you have selected the incorrect folder, press the back arrow to return to the folder selection on the Files tab. The reports generated using this software can be used for tax return filing. To export your client list from Drake Software to a CSV file: 1. Taxpayer forms in Spanish – Drake Tax includes 12 printable taxpayer forms in Spanish, including Forms W-4, W-7, 13844, and 2350. linen stock; 8 7/8" x 11¼" Use with Envelopes E3, E8 Drake Tax Folders & Envelopes. 03. Account and Serial NumbersTax folders at everyday discount prices. Pre-assembled & Ready to use. GruntWorxOrganize. Drake Tax; Practice Management; Tax Packages; Hosting Solution; Web-based Solutions; Bank. Software Installation. Generally, Drake network setup involves the following steps: Establish the network. Returns will require a Return Merchandise Authorization (RMA) number and will be subject to a 15% restocking fee. They can download it from there. In the Network Setup section, select the drive of the workstation designated as the “server” from the Tax returns are stored here drop list. 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. 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. - 5p. Drake Software requires certain files be located on the same computer used to transmit tax returns. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote. 29. Wrap Around Report Cover w/ Round Corners. Drag and drop file transfer from Drake Portals clients to Drake Documents. Click the appropriate icon to install Drake Tax or Drake Accounting. 11. With Drake Software’s tax folders, you can elevate your tax preparation game and achieve a higher level of efficiency in managing your clients’ tax affairs. The "View/Print Tax Return" dialog opens. SHOW DEAL. Use code fall10 for 10% off all Tax Forms, Tax Return Supplies and Custom Imprinting orders through 11/30/23. Buy Now. 100. When installing Drake Tax to a network, make sure to install to the root of the drive you will be running the software from. Tax Return Folders; Software Compatible Folders. This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. On the next screen, if you agree to the license and nondisclosure agreement, select . Click Configure Automatic Backups. with TheTaxBook ®, the tax research product that has received the highest rating from CPA Practice Advisor readers since 2013. 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. 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). Use the Passport to Success to help get you ready for a. The suite has good, integrated solutions for tax document automation (GruntWorx), portals. Product Image. 10. 5" when folded. Set Number of Weeks to Keep. The displayed structure represents what is created when you add new returns to the software. 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). Description: Specially designed for use with Drake, TaxWise and other 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. The program updates all existing client folders in the current tax year. Produce a return summary with every return prepared. Folders are constructed of 80 lb. You’ll save money by using less paper and toner, and by cutting the staff time. Save the logo inside this folder: DRAKEYYCF; The default logo provided in Drake Software (DrakeYY/CF/logo. You can delete an individual client through the Drake Portals website. ; Click the CSM button on the toolbar. Use the Passport to Success to help get you ready for a. CONVENIENCE. Click the second Add button related to Custom Folders to include sub-folders and files for the select folder(s) to the backup. is an electronic storage solution installed with your Drake Tax program. 500. 7. 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. Features & Specs:NELCO provides Drake compatible supplies - tax folders, envelopes, cards, CD tax return envelopes and labels, specialized post cards, blank 1099s, perforated blank W-2 Forms, and several other products. 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. 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. Nelco also provides products compatible with Drake Accounting. Select Use Working Cabinet or Use Archive Cabinet. From the Report manager, create a custom report that includes all the client data you want to move to TaxDome. Description. We carry a full line of 1099 Forms, W-2 Forms, Payroll Software, Tax Folders, Tax Covers, Envelopes, Checks and Office Supplies. 1. 1. All the client's folders, as well as files, are permanently deleted and cannot be restored. Qty: Features : Use these folders with your tax software or create your own custom slip-sheet. 3. Select Upload document (s) to Drake PortalsTM and notify client (s) via email. When you select Run (or later open the downloaded file) to install the software, a pop-up appears. In Drake Tax, the option is available in the Backup and Restore dialog box.