This includes client data files, print files, database files and transmission files. Choose from 2 template sizes to pair with your presentation folders with the appropriate tax / accounting software. Check the pros & cons to see if the pricing plans are worth it. Drake Tax Software: Drake Tax Compatible Tax. When installing Drake Tax to a network, make sure to install to the root of the drive you will be running the software from. 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. Select the desired import file from the list and then click Open (or just double-click on the file). Wrap Around Report Cover w/ Round Corners. By The Southern Scoop on January 6, 2023. Form 1098-C does not need to be printed in red-line forms per Form. 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. Tax Return Mailing Envelope with Alternate Windows. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Get help when you need it. Custom imprinting or foil-stamping options. 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. The conversion program will create the necessary folder structure required to update your returns to the 2023 program. 100. The software can be used on a single workstation or your choice of network configurations. 29. Click the Open icon and from the drop list, point to any tax package to produce a drop list of letters. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. • For either cabinet, we recommend that you select Allow Drake to set up Docu- ment Manager Client Folders. Alternatively, during the. We offer a full line of tax return folders, tax report covers & tax report envelopes that are compatible with Drake™ Tax preparation software. Drake Software – Drake Document Manager. See how the Backup and Restore Tool saves time with a Drake Tax free trial. 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. The windows are positioned to align with the cover sheet produced by your Drake® software. Note: Drake Software does not store login information for recovery purposes. 8. 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. The new folder appears in. Feb – Oct. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. Update the EFIN, then click OK. Drake Software. Blue Linen. 29. Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software. Summary of Money's Drake Tax software review. Size: 8 3/4" x 11 1/4" when folded. 7. 21. To export your client list from Drake Software to a CSV file: 1. 250. Hello Anonymous Websi. 10. 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. is an electronic storage solution installed with your Drake Tax program. Review. Description: Specially designed for use with Drake, TaxWise and other tax software. Firm Management. The windows are. Update the EFIN. Updated 04. 9500 | Webinars at DrakeSoftware. Discount prices tax software folders – no coupon needed! Heavy folder stock is ultra-professional. Prevent loss of data using Drake Tax’s Backup and Restore tools. 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. New Products & Designs. Choose TaxCalcUSA: 1. Use code 10PCTOFF for 10% off all Tax Forms & Tax Return Supplies orders through 10/15/2023. . Save the logo inside this folder: DRAKEYYCF; The default logo provided in Drake Software (DrakeYY/CF/logo. Drake Software is a complete professional tax preparation. Tax Return Folders for Tax Professionals. Traditional foil stamping and embossing on our darker linen papers provides a look of. 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. 250. Location of client foldersTax Folders, Tax Envelopes and Tax Forms - 100% Satisfaction Guaranteed. 890. ; Right-click any record and. 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). 1000. The windows are positioned to align with the cover sheet produced by your software package. Enter a folder name in the "New Folder" dialog box. Returns will require a Return Merchandise Authorization (RMA) number and will be subject to a 15% restocking fee. For Drake Tax, select a location where you want the program installed. 1. New 18321: 2023. Click Yes to enable or No to return to the Preparer Setup screen. It is also advisable to make a backup of your current files to prevent loss of data. This option allows the program to create the necessary client file within the Drake Documents cabinet of your choice. Drake Accounting ® Support may ask you to upload your client file to us so we may examine it further to best assist you. felt cover weight stock. The software can be used on a single workstation or your choice of network configurations. The program updates all existing client folders in the current tax year. 7. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. 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). We're available by phone 800-966-2709 , Monday - Friday from 8a. To rename or delete the folder, select it in the Drake Portals pane and right click. 75"W x. Click New Folder. High-quality window folders compatible with tax software coversheets. In. Locate and open the DrakeXX folder. FULL PRODUCT LINE. Current year. Collection, 25 Count, Tax Returns Pocket Folders, Stamped, for Tax Professionals (9 x 12) - Green. To rename or delete the folder, select it in the Drake Portals pane and right click. Please use the Contact Us link above for customer support questions. - For a large backup job, you will save time by backing up your Drake Tax files to your hard drive and then copying the Drake backup folder from your hard drive to your flash drive. Exit Drake Tax on the workstation. com > info@DrakeSoftware. Discount Prices - No Coupon Code Needed with The Tax Form Gals! 866. Window Tax Folders with Side Staples – Compatible TaxWise™ and TaxWorks™ Software. Tax Return Folders for Tax Professionals. 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. 890. 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. When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year. Tax Folders - Small Windows. Dozens of Styles and Options. The BEST expansion tax software folders available. The displayed structure represents what is created when you add new returns to the 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. Wrap Around Report Cover w/ Round Corners. However, 1099 IRS Copy A, 1098 IRS Copy A and 1096 IRS Copy A require pre-printed "red-line" forms. In Drake Accounting, make the client you want to sync to Portals the active client. 5 Stars. Tax Prep; Missing something? Don’t see the app you’re looking for? Let us know what apps you want to see SmartVault inside. Use these 80# folders with your UltraTax software by Creative Solutions, Max & Saber 1040 by ATX, or your own application. Drake Tax and supplementary programs such as Drake Accounting, Drake Portals, Drake E-Sign, and GruntWorx. Drake Software. 1. 45/Count) $11. Drop Air Freshener. To delete the new folder, select the folder and click Remove. Windows 7 . Right-click and select Create New Folder. Click the General tab. 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. I bought into Drake Tax this year without realizing it is a locally hosted program that only lives in your computer, and thus cannot communicate with other Drake Tax Software and sync up the data like QuickBooks. . These Tax Return Window Envelopes are specifically designed to work with your Drake® tax preparation software. 03. To remove them, follow these steps:Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, TaxWorks, and Ultimate Tax software. ATX Pay–Per–Return System (PRS) is designed for professional tax preparers who file a lower volume of 1040 and business returns. 500. When you select Run (or later open the downloaded file) to install the software, a pop-up appears. Sort By: Page of 1. Click OK. We think of it as the secret to our success - and yours. exe (where Z: is the network server and YY the software year) and select Send to > Desktop (create shortcut). The physical network. We carry a full line of 1099 Forms, W-2 Forms, Payroll Software, Tax Folders, Tax Covers, Envelopes, Checks and Office Supplies. Click here to add an E-File Option to your current PPT Express. Drake Software suite consists of three entities to ease financial and tax. 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 Return Window Envelopes are specifically designed to work with your Drake® tax preparation software. Current year. Tax Software Folders; Tax Software Envelopes; Federal & State. In the Drake Portals pane, click on the Files tab and open the folderDocuments to Preparer. Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer®, Crosslink®, TaxWise®, Accutax® and. Click the plus sign to open the client’s . A well-organized office. Expanding Legal Size Folder. Click Finish when the process is complete. The size of the image as printed can vary depending on your printer setting. I currently have drake software installed on my main computer at my main office and my one employee launches the software using a shared application folder while she is at the the main office. When requested by our Support to do. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. 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. Create a new folder on your C: drive named ConversionData before you begin the backup process (For example, C:ConversionData). The success of your office will depend on a reliable network. 21. SSA and IRS compliance made easy. Nelco provides Drake compatible supplies - tax folders, envelopes, cards, CD tax return envelopes and labels, specialized post cards, blank 1099s, blank W2s, and several other products. The 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. Drake Accounting® provides approved scannable W-2 SSA Copy A and W-3 SSA Copy A forms. ; Set the drive and folder for your backup to. Drake software in the cloud offers you the flexibility to work anytime anywhere. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process a high number of individual and. In. 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. Product Name. 2. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. Technology. 11. Nelco has partnered with Drake Software to ensure that you are provided with compatible tax forms, checks, folders and envelopes. Click . See below for steps on deleting backups that are stored in Drake Portals. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. $ 1. com). Please call (828) 524-8020 for assistance. Shop now and get organized! Focus keyword: Tax Return Folders. 02. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax Software. ScheduleA x29. From the Report manager, create a custom report that includes all the client data you want to export. Actual Size: 8. Our customers know they can rely on Drake for comprehensive product excellence and value. 100. 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. 21. Use this manual in conjunctionShop our wide selection of W-2, 1099, 1095 Forms & Envelopes. 1. 341. After the PDF is printed, a dialog box displays the client's Drake Portals folders. $ 10399. 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. Window Folders for Software More Info › Multi Purpose Folders Other Multi Purpose Folders. I am now opening up a new office and wanted to hire a remote tax preparer. It also explains how to use features such as multi-factor authentication, security settings, and preparer accounts. Use this manual in conjunction2017 Rating – 4. More Details; Request Sample; Priced Per Quantity (Each) 50. From the Home window in Drake, go to Setup > Data Locations to open the Data Locations dialog box. $ 2. Masterdatadirect. 21. Drake Documents is your virtual filing. Custom imprinting or foil-stamping. Tire Gauge with Clip. 17. 1. - 5p. How do I move a document to another folder in Drake Documents? There are several ways to move documents from one folder to another in Drake Documents (previously Drake Document Manager or DDM). Personal information, prior-year income, fixed assets, and federal return data can be imported into Drake Tax from most. 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 windows are positioned to align with the cover sheet produced by your software package. GruntWorx is the Drake name for text recognition automation features, which. Go to Firm > Portal Setup. 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. Request Your Free Sample Pack. Select Unselect All to remove all items from the organizer or proforma. My cart 0 My Account My orders Edit Profile Change Password. 99. Drake Tax offers several tax package. 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. You can also check how the current tax status would vary in. CONVENIENCE. 95 per year, per 25 GB. Bistro 14 oz. Integrated into Drake Tax – print returns to PDF and easily store. Starting in Drake16, a self-service password recovery option is available on the login page. Linen Folders available in 3 colors. We offer the largest assortment of tax return folders for accountants available online today. Drag and drop file transfer from Drake Portals clients to Drake Documents. m. Alternatively, during the. When finished, click Exit. The Drake Copy EF Returns to Disk dialog box opens. 3) Timely Updates After Federal Tax Law Changes/Updates (4. On the next window, select the install option Install Drake Tax 2022. Check your downloads folder for the executable if the file does not begin to run automatically. 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). com. Embossed Income Tax Return Folder With Expanding Pocket. Find tax software folders and envelopes that are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and other software. . These Tax Return Window Envelopes are specifically designed to work with your Drake® tax preparation software. 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. Enter a folder name in the "New Folder" dialog box. Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. 89. Midnight Blue Side-Staple Tax Folder with Pocket and Windows (8 3/4 in x 11 1/4 in) (100 Folders). Account and Serial NumbersTax folders at everyday discount prices. 1. To create additional folders: Highlight the drawer or folder that contains the new folder. 1280 lb. 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. 3/16" score. Software Setup Drake Software User’s Manual 18 Tax Year 2012 1. If. Drake Tax Software: Drake Compatible Tax Folder Midnight. $ 1. 39. Product Image. Review. Location of client folders Complete your presentation with compatible tax envelopes for Drake Software, TaxWise software or TaxWorks software. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. ScheduleF x23. Open Drake. From the Tools menu, select File Maintenance and choose Backup. Tax Software Compatible Envelopes. The windows are positioned to align with the cover sheet produced by your software package. Select the Client menu, Tax Type, and select the tax type you wish to back up. If you want to include your Drake Documents files, select Include DDM. Review "Drake Tax Security Information" for information the software login procedure. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. Kevin K. Choose from 4 formats: Side-Staple, Top-Staple, Pocket Only, or Expandable, and customize with foil-stamped. com). 1. 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. Set file expiration dates and customize default expiration dates. screen, choose an install location for Drake Tax, then select the states . The windows are positioned to align with the cover sheet produced by your software package. It's perfect for client organizers and tax returns. To reconcile amounts received for the advance child tax credit, entries must be made on the 8812 screen in Drake Tax 2021. Organize the documents according to the appropriate tax folder sections, such as income, deductions, and credits. Under the From Preparer section, click the Upload icon. 07, 2010. Popular Tags. 02 /BNDL:. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote. More Details; Request Sample; Priced Per Quantity (Each) 50. Related Categories. M2 x21. Running the software from within a sub-folder will produce errors. 1. The new folder appears in. To run the organizer (s), go to Last Year Data > Organizers and proceed as you ordinarily would, until you click Process 1040. For Drake Accounting, follow the steps through the Prerequisites Setup Wizard to install the needed peripheral programs (if applicable). Tax Software Folders ; Tax Return Folders. To delete the new folder, select the folder and click Remove. Enter a custom folder name. 1099R x42. Review "Drake Tax Security Information" for information the software login procedure. Your complete satisfaction is 100% guaranteed. 100. Drake Software is a tax preparation software that is commonly used by tax professionals and accountants. 5 Stars. Any changes made here affect all organizers or proformas of the same type and package. 100. The suite has good, integrated solutions for tax document automation (GruntWorx), portals. Click Setup, then Firm(s). 3/16" score. NoteDrake Software requires certain files be located on the same computer used to transmit tax returns. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Your complete satisfaction is 100% guaranteed. 1. Click Exit. Additional space is available at $9. Drake Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education. Click Next. 95 per month or $99. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. Make sure that your Drake software is not in read only mode. QuickBooks Checks & Supplies. Click Save, and then click OK. With Drake cloud, With Drake hosting, you can retain all the features and functionalities of Drake software even on the go. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxSlayer, TaxWise, and Ultimate Tax Software. 20. Welcome to the Drake Software Manual for Tax Year 2008 . Summary of Money's Drake Tax software review. 39. shipments from Drake Software. 250. On the next window, select the install option Install Drake Tax 2022. Ready to explore Drake Tax and the Backup and Restore Tool for yourself? Download the free trial today by clicking the. 6. com > Support > Documents). Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. $ 1. Shop for Drake Tax Folders that are designed to work with Drake tax preparation software. Nelco also provides products compatible with Drake Accounting. Business card slits provided on the right pocket. Keep this checklist for your records. Select the boxes to the left of the client folders you want to archive or click Select All. 4. 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®. 20. Choose from different styles, colors, sizes and features to suit your needs and preferences. Choose from various colors, sizes and styles to suit your needs and budget. From the Report manager, create a custom report that includes all the client data you want to move to TaxDome. $ 8699. Table of Contentsshipments from Drake Software. The windows are positioned to align with the cover sheet produced by your software package. Side-Staple and Top-Tabs available. Click Save. 25"H. m. Drake Accounting ® provides approved scannable W-2 SSA Copy A and W-3 SSA Copy A forms. Drake Tax Planner; It is one of the fundamental features of this tax software, which can help you plan for taxes for your clients based on factors such as dependents, income, and marital status. 4 1/2" x 10 1/4" Wallet-Style Document Folder. Support –Drake Software blog for tax pros, covering tax, IRS news, and more. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise and Ultimate Tax Software. Find tax folders and window envelopes that are compatible with Drake software coversheets. bmp (bit-mapped) file to be used as the logo. The software can be used on a single workstation or your choice of network configurations. This also selects Save document (s) to Drake Documents - the. The new folder appears in.