The default folder configuration for each client is a folder for the specific Drake application such as tax, with a sub-folder for. More Details; Request Sample; Priced Per Quantity (Each) 25. Click New Folder. The manual21. DoubleCheck. 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″. shipments from Drake Software. 250. 21. Click Save, and then click OK. 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®. The user will not be able to select any options on the AP screen, and every 1040 and 1040-SR will have a Protection Plus member agreement included with the. You have four ways to send or receive files: Preparer – Sending a File. Welcome to the Drake Software Manual for Tax Year 2008 . 1099M x16. and folders. Actual Size: 8. Click OK. Includes 400 Total Tax Returns. • Customizable cabinets and foldersIf you want to include your Drake Documents files, select Include DDM. Message Board participants can then respond to your questions. 250. Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer®, Crosslink®, TaxWise®, Accutax® and. . Click New Folder. It greatly reduces paper handling and storage needs for paper documents. For example, C:ConversionData. Nelco also provides products compatible with Drake Accounting. Select Rename Folder or Delete Folder from the. 250. as those in Drake Tax. Set up Drake to be used on a standalone computer or an office network. Sales: (800) 890-9500 Sign In. com). Locate the file and either right click and copy the file or use the drag-and-drop function to move it to the client's Drake Documents folder. It is also advisable to make a backup of your current files to prevent loss of data. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxSlayer, TaxWise, and Ultimate Tax Software. Click Next. Drake Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education. Drake Software. Tax Return Folders for Tax Professionals. Drake Software — Drake Document Manager. To delete the new folder, select the folder and click Remove. In. Alternatively, during the. Check the pros & cons to see if the pricing plans are worth it. 90 - Tax Return Folders - Burgundy - Software Compatible - #150 - Basic. For Drake Tax, select a location where you want the program installed. Your complete satisfaction is 100% guaranteed. is an electronic storage solution installed with your Drake Tax program. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. To generate and export a list of all client email addresses, open Drake Tax and follow the steps listed below. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Drake Documents is your virtual filing. This electronic manual has been developed for Drake clients to provide clear, easy-to-find instructions and guidelines for using th e software. In the Drake Portals pane, click on the Files tab and open the folderDocuments to Preparer. Custom imprinted or foil-stamped folders. 800-447-6788 | Satisfaction Guaranteed. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. NOTE: These changes are “global” changes. ScheduleC x39. Click OK. For next day or second day air shipping please call for a quote. Click OK. W-2 Envelopes. Although uninstalling Drake Software removes most of its files and folders, some leftover files may still remain on your computer. In Drake Tax, the option is available in the Backup and Restore dialog box. 95 per. TaxTime USA offers comprehensive software programs for businesses needing to report sales, unemployment and personal property taxes easily and cost effectively. • For either cabinet, we recommend that you select Allow Drake to set up Docu- ment Manager Client Folders. More Details; Request Sample; Priced Per Quantity (Each) 50. views: 1 to 4 - of - 4 Products Found. 75" x 11. To rename or delete the folder, select it in the Drake Portals pane and right click. 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. 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. Blue Linen. (See Figure 2-3 on page 16. These Tax Return Window Envelopes are specifically designed to work with your Drake® tax preparation software. To change the name of the new folder, select the folder and click Edit. 1. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. com. Enter a custom folder name. 70. It also explains how to use features such as multi-factor authentication, security settings, and preparer accounts. That way, your Drake. TAX YEAR 2016 Compliments of Drake Software 800. Click Next. Discount Prices - No Coupon Code Needed with The Tax Form Gals! 866. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Page 9 / 356 Introduction There are two versions offered for Drake Accounting: the Professional Edition and the Forms Edition. Print a coversheet from your tax software to display through the windows of these high-quality tax folders, and easily mail to clients. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. 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. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year. When prompted to Choose Report Type, select Tax Return Data and click OK. 1. 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. 1. Click the Open icon and from the drop list, point to any tax package to produce a drop list of letters. You must complete this basic step yourself. Cut-A-Way Tax Covers; Twin Pocket Tax Portfolios; Colored Twin Pocket Report Cover;. Which return types convert to Drake Tax. Looking for Drake Compatible Folders ?Purchasing – Make tax return preparation easier by purchasing . And, they are all backed by our Lowest Prices Guaranteed! Tax Folders - Small Windows. Select the desired import file from the list and then click Open (or just double-click on the file). Drop Air Freshener. The new folder appears in. 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). Most other software charges you extra for additional states. Click Setup, then Firm(s). Drake Tax and supplementary programs such as Drake Accounting, Drake Portals, Drake E-Sign, and GruntWorx. From the Report manager, create a custom report that includes all the client data you want to export. 25. According to the survey by the Journal of Accountancy, Drake Software has gained the highest overall rating (4. The double windows align perfectly with the software-generated cover sheets from Accutax, ATX, CCH ProSystem fx, Creative Solutions, Crosslink, Drake, ExacTax, Intuit. MultiTax TaxWise, Drake, TaxSlayer, Refunds Today, Accutax, Crosslink, Ultimate Tax; ProTax CCH ProSystem fx, TaxAct;. To rename or delete the folder, select it in the Drake Portals pane and right click. This electronic manual has been developed for Drake clients to provide clear, easy-to-find instructions and guidelines for using th e software. More Details; Request Sample; Priced Per Quantity (Each) 50. 4 1/2" x 10 1/4" Wallet-Style Document Folder. The suite has good, integrated solutions for tax document automation (GruntWorx), portals. Learn more…. Foil Stamped Letter Size Two Pocket Folder. 8. 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. 3 and 8. 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. We keep them in stock all year long, and ready to ship. The program updates all existing client folders in the current tax year. Select Yes to begin installation. 9500 Webinars at DrakeSoftware. 1099 Envelopes. Make journal entries to one of the five separate journals – general, cash receipts, cash. Tax Folder with Pocket and Offset Windows - Midnight Blue. Updated 04. Save 15% On Your Purchase with Drake Software Tax Folders Coupon Code. Side-Staple and Top-Tabs available. Location of client foldersTax Folders, Tax Envelopes and Tax Forms - 100% Satisfaction Guaranteed. Here are some useful Drake software features that you might not be using –. 1. a. Any changes made here affect all organizers or proformas of the same type and package. 500. To change the name of the new folder, select the folder and click Edit. 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. 100. 12-490 InTax 1" Expansion Folder: Center Cut - NAVY. The program updates all existing client folders in the current tax year. exe and choose Properties. I am on the pay per return for non 1040 which drives up the price. Think of Drake Documents' file structure as a virtual filing cabinet where files are saved within folders. to continue. Note: Drake Software does not store login information for recovery purposes. Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. exe (where Z: is the network server and YY the software year) and select Send to > Desktop (create shortcut). 1099 Forms. Select return (s) to view and click View. Check your downloads folder for the executable if the file does not begin to run automatically. If you choose Orga-nize, you will have a PDF file. Get the best quality tax return folders from Folders. 500. A . We carry a full line of 1099 Forms, W-2 Forms, Payroll Software, Tax Folders, Tax Covers, Envelopes, Checks and Office Supplies. Excess advance payment amounts received will be required to be repaid in certain circumstances. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. 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. GruntWorxOrganize. From Drake Documents: Open the taxpayer's folder in Drake Documents. 1. 29. 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. Federal & State Individual 1040. com > Support > Documents). On the right side of the Drake 20YY Update Manager window choose the radio button Off under Automatic Updates. Jul. Tax Software Compatible Envelopes. The windows are positioned to align with the cover sheet produced by your software package. Folders are constructed of 80 lb. To create additional folders: Highlight the drawer or folder that contains the new folder. Oval Air Freshener. 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. Professional tax return folders with pockets, tax covers, custom folders and covers for all types of important documents. When I work from home I use team viewer to remote access my main computer. You’ll save money by using less paper and toner, and by cutting the staff time. Tax Software Folders ; Tax Return Folders ; Foil Imprint Tax Folders. $0. The "View/Print Tax Return" dialog opens. SHOW DEAL. Window Tax Return Folders & Envelopes 100% Compatible with Drake Software Slipsheets. The Tax Form Galsat ZBP Forms. $ 1. 1. Sort By: Page of 1. e-Sign x20. 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. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). Please call (828) 524-8020 for assistance. 3/16" score. Windows align with tax software-generated cover sheets. Click New Folder. Legal Size Two Pocket Presentation Folder. Due to nationwide paper shortages, folders may be produced with a slight variation in color or finish. Support – 1" Expandable Tax Return Software Folders. Please call (828) 524-8020 for assistance. 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. SecureFilePro. Additional space is available at $9. Window folders are guaranteed compatible with: ProSeries™ and Lacerte™. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Legal Size Two Pocket Presentation Folder. Custom imprinting or foil-stamping. Current year. Choose from 4 formats: Side-Staple, Top-Staple, Pocket Only, or Expandable, and customize with foil-stamped. The success of your office will depend on a reliable network. Click here to add a Network Upgrade to your existing Software Order. An EFIN should not be used at more than one fixed location, e. Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. Products – Learn more about Drake Software’s products and . You can also review them feature by feature check out which application is a better fit for your enterprise. You must upload the files again and recreate any custom folders again. and find your client. 1. Folders are constructed of 80 lb. Software. 1. 1. ; Click the CSM button on the toolbar. One, left-side pocket holds supporting documents. Your complete satisfaction is 100% guaranteed. com 1 2 Awards 3 Support 4 Tax. 2. We offer a full line of tax return folders, tax report covers & tax. The software can be used on a single workstation or your choice of network configurations. bmp image of a different size may work, but it. The windows are positioned to align with the cover sheet produced by your Drake® software. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or mailing returns and other documents to cl…ATX™ Pay-Per-Return System. With Drake cloud, With Drake hosting, you can retain all the features and functionalities of Drake software even on the go. Create a new folder on your C: drive named ConversionData before you begin the backup process (For example, C:ConversionData). On the next window, select the install option Install Drake Tax 2022. $. $ 2. Prepare a custom report that includes all client email addresses: Go to Reports > Report Manager to open Report Editor – Step 1 . Drake Software. 1. Lockhart tax return presentation folders are quite simply, a class above, without peer, and made from the finest premium cover stock available. Tax-Aid slip sheet expandable mailing envelope is guaranteed to work with Tax Wise®, Drake®, and TaxSlayer Pro® third-party s. CPE Training x41. Enter a folder name in the "New Folder" dialog box. Select Use Working Cabinet or Use Archive Cabinet. Blue Linen. To create additional folders: Highlight the drawer or folder that contains the new folder. All forms orders take between 24-48 hours to ship. 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. 17Drake Tax features integration . Firm Management. 500. The windows are positioned to align with the cover sheet produced by your Drake® software. Accounting Module. ) 2. Yes, the IRS and SSA maintain certain requirements on forms to allow processing. Right click on the file named DrakeYY_Federal. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. 1000. Taxpayer forms in Spanish – Drake Tax includes 12 printable taxpayer forms in Spanish, including Forms W-4, W-7, 13844, and 2350. You can use Drake. This includes client data files, print files, database files and transmission files. ScheduleF x23. 1. - 5p. 2. 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. Drake Software conducted a comprehensive survey involving over 1,000 tax professionals to understand their pricing strategies for the upcoming 2023 tax filing. Kevin K. Double window tax folders 100% guaranteed to work with Intuit ProSeries, Lacerte & ProConnect software. $ 1. New 10983: Installing Drake Tax. Drake Tax; Practice Management; Tax Packages; Hosting Solution; Web-based Solutions; Bank. Our guarantee to you: • Guaranteed to work with your software One solution for all of your business needs 24/7 ordering available online Easy Reordering – order history available online, via phone or in the mailMasterDataDirect. The new folder appears in. Popular Tags. Purchase compatible office supplies as well as W-2 blocks to seamlessly integrate W-2s from more than one million employers. 2019 Rating – 4. The windows are positioned to align with the cover sheet produced by your software package. Summary of Money's Drake Tax software review. . (Optional) To have any form omitted from organizers or proformas, clear the check box in the Include in View/Print column. Cinven, an International private equity firm. 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. you want to install from the . . located in the PDF folder on the Drake Software CD and from your User Account. Click Next. Drake Tax Folders. Get. Traditional foil stamping and embossing on our darker linen papers provides a look of timeless simplicity and elegance. Produce a return summary with every return prepared. 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. Create a new folder on your C: drive named ConversionData before you begin the backup process. Discount prices tax software folders – no coupon needed! Heavy folder stock is ultra-professional. Get big. Click the appropriate icon to install Drake Tax or Drake Accounting. 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. Select Rename Folder or Delete Folder from the. ScheduleA x29. Expanding Pocket Folder for Large Tax Returns. Let us delve deeper into the benefits and features of tax return folders for Drake Software users, empowering practitioners to maximize. All files are stored as a PDF, so users must print to the included. Or fastest delivery Aug 29 - 31. m. Non-personalized only. The windows are positioned to align with the cover sheet produced by your software package. 1-800-296-4321. Select New Report. Shop now and get organized! Focus keyword: Tax Return Folders. 6. These tax return folders give you a high quality image at a very affordable cost. The Drake PDF printer is a way to print tax returns, reports, and other documents in Drake Tax to PDF documents. 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. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. 100. TaxCalcUSA is an established family business completely committed your your satisfaction. Review "Drake Tax Security Information" for information the software login procedure. It's perfect for client organizers and tax returns. com. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928shipments 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. You can use Drake. Nelco also takes orders by: Phone (800) 266-4669) Fax (800) 996-3526) Email ([email protected] or Unsigned. You can Select All and Unselect All for quicker copy selections. Step 3. 2020 Drake Tax User’s Manual. Optional personalization available in gold or silver foil with a 1 or 2 line imprint. Drake Software – Drake Document Manager. 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. In the Network Setup section, select the drive of the workstation designated as the “server” from the Tax returns are stored here drop list. • Video Tutorials, a compendium of more than 200 how-to videos Drake Tax has released on how to use Drake Tax and related programs. 07-760 MultiTax Envelope: 10 x 13 1" EXPANSION Peel & Seal. 1. When using the automatic backup feature of saving custom backups, Drake Tax clients who want to store their files at an off-site location can now back up their files to SecureFilePro. Location of client folders These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. 1. Click Save. The software can be used on a single workstation or your choice of network configurations. 50 Count Tax Return Pocket Folders Gold With Customizable Labels For Tax Professionals (9 X 12) - Blue. 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. Click OK. TaxWise and Drake Software Compatible Window Folders for Client Tax Returns. View Details. 39. 12 80 lb. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. 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. 1000. We offer the most complete assortment of Software Folders and Tax Envelopes compatible with the most popular preparation. Choose from various colors, sizes and styles to suit your needs and budget. You can obtain an RMA by calling 631-249-7744. Federal & State Business Returns (In TaxWise Desktop) 1120, 1120S, 1065, 1041, 706, 709, 990. To download a file, open Drake Documents and locate the client in the left tree menu. 5) Software Conversion Package (4. Getting Started with Drake Tax For a full, detailed documentation of each subject presented in this class, view the 2022 Drake Tax Manual, located in the PDF folder on the Drake Software CD and from your User Account (Support. Additional space is available at $9. 1. Location of client folders Complete your presentation with compatible tax envelopes for Drake Software, TaxWise software or TaxWorks software. 10. $ 12920. To delete the new folder, select the folder and click Remove. Tax Prep; Missing something? Don’t see the app you’re looking for? Let us know what apps you want to see SmartVault inside. 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. All financial data gets directly imported into the tax software, improving return accuracy and saving time. If your computer has been offline for 10 consecutive days, you have to reconnect to the Internet and receive all program updates before you can use Drake Tax again. 1-212-473-7338. Review "Drake Tax Security Information" for information the software login procedure. Blue Linen. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. This includes client data files, print files, database files and transmission files. Choose from W-2, 1099s, ACA and other federal tax forms. pdf file). If there are non-Drake Tax files you want to add to the backup, click Add related to Custom Files. Choose from 2 template sizes to pair with your presentation folders with the appropriate tax / accounting software. Locate the server computer (in the above examples, "MyServer") under "Network" and open it. Custom subdomain – <yourbusinessname>. 95 per month or $99. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Description: Specially designed for use with Drake, TaxWise and other tax software.