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. Software. Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. By The Southern Scoop on January 6, 2023. For steps on deleting clients through Drake Tax, see Related Links below. 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. 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. Tax Return Mailing Envelope with Alternate Windows. Request Your Free Sample Pack. Drake. Logout. This electronic manual has been developed for Drake clients to provide clear, easy-to-find instructions and guidelines for using th e software. $ 10399. Tax Software Folders ; Tax Return Folders ; Foil Imprint Tax Folders. In the Network Setup section, select the drive of the workstation designated as the “server” from the Tax returns are stored here drop list. Please call (828) 524-8020 for assistance. 5 Stars. • For either cabinet, we recommend that you select Allow Drake to set up Docu- ment Manager Client Folders. Due to nationwide paper shortages, folders may be produced with a slight variation in color or finish. M2 x21. 17Contact EFIN Management at (866) 273-9032 and tell them you will be replacing your existing EFIN. With the Professional Edition, Drake Accounting offers professional, full-scale accounting services to unlimited clients. Preparer – Receiving a File. . Accounting; TaxCalc. Select Rename Folder or Delete Folder from the. $ 12920. 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. Use the Passport to Success to help get you ready for a. Window Tax Folders with Side Staples – Compatible TaxWise™ and TaxWorks™ Software. Nelco also provides products compatible with Drake Accounting. 20. 95 per year, per 25 GB. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Enter a folder name in the "New Folder" dialog box. More Details; Request Sample; Priced Per Quantity (Each) 50. The issue is mainly the price difference and savings of close to 2000. Keep this checklist for your records. Tax Software Compatible Slip Sheet Folders for: Accutax ® ATX ® Creative Solutions ® CrossLink ® Drake ® ExacTax ® Intuit ® Lacerte ® OLT Pro ® ProSeries ® ProSystem. Products – Learn more about Drake Software’s products and . This option allows the program to create the necessary client file within the Drake Documents cabinet of your choice. Click here to add an E-File Option to your current PPT Express. 1. Select the e-sign PDF (an e-sign PDF is identified in the Drake Documents Type column as a Signed. Click on any tab. Click OK. To delete the new folder, select the folder and click Remove. Generally, Drake network setup involves the following steps: Establish the network. Send us an email, or give us a call at 1-866-929-2252. Linen Folders available in 3 colors. One, left-side pocket holds supporting documents. Tax Folders,accounting folders,cpa folders,accountant client folders,tax file folders, tax pocket folders,tax organizers. . $. 17. 7. Select Yes to begin installation. e-Form RSDrake Tax and supplementary programs such as Drake Accounting, Drake Portals, Drake E-Sign, and GruntWorx. Choose TaxCalcUSA: 1. Note: After you have installed Drake Software and begun using it, you should change data locations only under the direction of Drake Support. Order a minimum of 50 folders / multiples of 50. . In. Use code fall10 for 10% off all Tax Forms, Tax Return Supplies and Custom Imprinting orders through 11/30/23. Firm Management. com). Blue Linen. Current year. TaxCalcUSA offers One-stop shopping for all your tax. Folders with pockets, staple tabs and more. Authorized Site for Drake Compatible Products. It does not, however, function outside of Drake Software, so it cannot be used with other software programs such as Microsoft Office. You can obtain an RMA by calling 631-249-7744. It does cost $1 per client and you buy 25 at a time. Automation. Form 1098-C does not need to be printed in red-line forms per Form. Whether you have already decided to make the switch or want to learn more about the process, here are three things you should know when converting your files to Drake. Alternatively, during the. Print a coversheet from your tax software to display through the windows of these high-quality tax folders, and easily mail to clients. This includes client data files, print files, database files and transmission files. Enter the New folder name and click OK. 25"H. Due to nationwide paper shortages, folders may be produced with a slight variation in color or finish. On the next window, select the install option Install Drake Tax 2022. shipments from Drake Software. On the Client tab, press the F3 key, select All. You must upload the files again and recreate any custom folders again. 07-760 MultiTax Envelope: 10 x 13 1" EXPANSION Peel & Seal. 1. Cinven, an International private equity firm. Test Printers. To rename or delete the folder, select it in the Drake Portals pane and right click. Then make the following selections: The Drake Tax Software locationto which you would like to install the program,To send the documents saved during the current tax season, from the Working Cabinet to the Archive Cabinet, take the following steps: From the Working Cabinet toolbar, select Archive to open Drake Documents Archive Utility. In the Drake Portals pane, click on the Files tab and open the folderDocuments to Preparer. 21. Or fastest delivery Aug 29 - 31. Enter the New folder name and click OK. Software Installation. Legal Size Two Pocket Presentation Folder. Choose from W-2, 1099s, ACA and other federal tax forms. Regardless of the order documents are scanned,. Custom subdomain – <yourbusinessname>. 21. Find tax folders and window envelopes that are compatible with Drake software coversheets. 25. Drake Software requires certain files be located on the same computer used to transmit tax returns. 39. We think of it as the secret to our success - and yours. Product Features: Size: 8. To insert the new folder you added above in all existing client Drake Documents folders, on. The software can be used on a single workstation or your choice of network configurations. Test any new setup features included in your software. Tax Software Envelopes. . 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. Wrap Around Report Cover w/ Round Corners. MTPO provides a client portal where your clients can take a pic or upload files to their account. 100. Custom imprinting or foil-stamping. The lists below are extracted from the Quick Reference Guide. Tax Prep; QuickBooks. Highlight one or more files: Drag the file(s) down into the Drake Portals pane. Tax Prep; Missing something? Don’t see the app you’re looking for? Let us know what apps you want to see SmartVault inside. partners. 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. See how the Backup and Restore Tool saves time with a Drake Tax free trial. You can use Drake. Additional space is available at $9. If later, the document is stored with the client’s document manager folder. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax Software. 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. 500. com. 39. Click Save. When installing Drake Tax to a network, make sure to install to the root of the drive you will be running the software from. Nelco also provides products compatible with Drake Accounting. 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″. 225. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote. Drake runs quickly and covers our needs for tax preparation. Set up Drake to be used on a standalone computer or an office network. $ 1. 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. Expanding Pocket Folder for Large Tax Returns. 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. Click Add. 1. All the client's folders, as well as files, are permanently deleted and cannot be restored. DoubleCheck. Tire Gauge with Clip. 2. - 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. Drake Tax; Practice Management; Tax Packages; Hosting Solution; Web-based Solutions; Bank. Read and accept the Drake Software 2013 License Agreement. When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year. 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. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise and Ultimate Tax Software. Check your downloads folder for the executable if the file does not begin to run automatically. 500. Drake Software. 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. Click Next. Window folders for tax software. 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). Work with Drake Documents – Store and access tax forms, returns and documents in Drake Documents, your digital filing cabinet. ScheduleF x23. SSA and IRS compliance made easy. The office supplies specified for Drake Software can be reviewed and ordered online at (or log in to the Drake Support Web site and go to Purchasing > Custom Office Supplies). . *The trademarks for the third-party software noted here are owned by their respective companies. Files can be added to the Working Cabinet from the toolbar or through the menu bar. M1 x18. W-2 Forms. Drake is well-known for its top-notch customer service and support. All forms orders take between 24-48 hours to ship. On the next window, select the install option Install Drake Tax 2022. Glossy Ceramic Mug. Click Change Logo. e-Sign x20. Order Today . Support –Drake Software blog for tax pros, covering tax, IRS news, and more. 250. Actual Size: 8. The new folder appears in. Click the General tab. Drake®. Foil Stamped Letter Size Two Pocket Folder. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year. 1. Drake Tax offers several plans to choose from, including Drake Tax Unlimited, which retails for $1,595; the Power Bundle, which includes Drake Accounting Pro, and runs $1,695; and a Pay-Per-Return. GruntWorxOrganize. Paper Weight: 80# – choose from 10 colors. Windows align with tax software-generated cover sheets. 10. 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. This includes client data files, print files, database files and transmission files. I want to know if Drake is as good as Proseries for calculations and ease of use. The Backup and Restore tool allows you to schedule automatic backups, make custom one-time backups, and restore previously made backups. 500. 1. Drake Tax and supplementary programs such as Drake Accounting, Drake Portals, Drake E-Sign, and GruntWorx. Select returns to copy. 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). 1. 21. Please use the Contact Us link above for customer support questions. 02, 2010Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer®, Crosslink®, TaxWise®, Accutax® and Refu. Although uninstalling Drake Software removes most of its files and folders, some leftover files may still remain on your computer. Drake. ScheduleC x39. To change the name of the new folder, select the folder and click Edit. m. TaxCalcUSA is an established family business completely committed your your satisfaction. Open Drake. EGP Income Tax Return Folder - Prestigious - Large. NOTE: These changes are “global” changes. 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. Enter a custom folder name. Export a Client List From Drake. 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. They can download it from there. $ 1. Choose from different styles, colors, sizes and features to suit your needs and preferences. Features & Specs: 1" Expandable Double-Window Pocket Folder. 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. Click Exit. 39. 0: NEW Live Webinar with DrakeCPE. Find tax folders and window envelopes that are compatible with Drake software coversheets. Description. Drake Tax allows only a . When integrated with Drake software, QuickBooks automates the data entry task. Click New Folder. Click Configure Automatic Backups. And, they are all backed by our Lowest Prices Guaranteed! Tax Folders - Small Windows. Left Pocket Presentation Folder w/ Window & Fold Down Tab. QuickBooks Checks & Supplies. These Tax Return Window Envelopes are specifically designed to work with your Drake® tax preparation software. Use it to store client source documents and completed tax returns and to reduce the amount of paper documents you have to handle and store. 250. Tax-Aid slip sheet expandable mailing envelope is guaranteed to work with Tax Wise®, Drake®, and TaxSlayer Pro® third-party s. 2020 Drake Tax User’s Manual. m. 2. When you select Run (or later open the downloaded file) to install the software, a pop-up appears. 1. Reasons for Switching to Drake Tax: Our renewal was going to be over $16,000 and Drake was about 1/4 the price. Right-click and select Create New Folder. When you select Run (or later open the downloaded file) to install the software, a pop-up appears. The time-consuming process of arranging client tax papers in the proper order is a thing of the past. This also selects Save document (s) to Drake Documents - the. Nelco has partnered with Drake Software to ensure that you are provided with compatible tax forms, checks, folders and envelopes. To rename or delete the folder, select it in the Drake Portals pane and right click. The windows are positioned to align with the cover sheet produced by your software package. To delete the new folder, select the folder and click Remove. 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,. From the Home window in Drake, go to Setup > Data Locations to open the Data Locations dialog box. Software-compatible window folders. . TaxWise Online. Side-Staple and Top-Tabs available. Drake Software:Tax Return Folders: Customize Accountant Presentation Folders. Includes any combination of Individual 1040 and Business tax returns up to 400. Update the EFIN, then click OK. I wanted an easy way to get their electronic signatures. Note: • This feature does not edit or remove existing. Select Yes to begin installation. To reconcile amounts received for the advance child tax credit, entries must be made on the 8812 screen in Drake Tax 2021. 1. Set up a custom chart of accounts, import from an existing client, or use a template. 95 per month or $99. Yes, the IRS and SSA maintain certain requirements on forms to allow processing. 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. To rename or delete the folder, select it in the Drake Portals pane and right click. When I work from home I use team viewer to remote access my main computer. 100. 75" x 11. . Learn more…. No rights or endorsements are assumed or implied. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Masterdatadirect. 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. 9500 | Webinars at DrakeSoftware. Select return (s) to view and click View. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Tax Software Compatible Envelopes. 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. We carry a full line of 1099 Forms, W-2 Forms, Payroll Software, Tax Folders, Tax Covers, Envelopes, Checks and Office Supplies. The software can be used on a single workstation or your choice of network configurations. 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. Excess advance payment amounts received will be required to be repaid in certain circumstances. You can Select All and Unselect All for quicker copy selections. Select the boxes to the left of the client folders you want to archive or click Select All. I have been using Proseries for over 10 years and like the what if features and the calculation of depreciation and credits. Use these 80# folders with your UltraTax software by Creative Solutions, Max & Saber 1040 by ATX, or your own application. 100. My cart 0 My Account My orders Edit Profile Change Password. Call (828) 524-8020 for assistance. 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. 1. The folder appears in the screen window. Technology. Prevent loss of data using Drake Tax’s Backup and Restore tools. Please call (828) 524-8020 for assistance. Access online tax research – Search a customizable list of online tax resources. comes in many different variations. 2. 12-490 InTax 1" Expansion Folder: Center Cut - NAVY. Use the drive letter of the storage device noted in step 1. New 18313: 2023. Features & Specs:Use code 10PCTOFF for 10% off all Tax Forms & Tax Return Supplies orders through 10/15/2023. SmartVault integrates with Drake Software to provide built-in document management for the software. The software can be used on a single workstation or your choice of network configurations. The Drake Team has been hard at work in 2008 to help ensure that tax season at your firm is a successful one. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Enter a custom folder name. After setting up your Drake Account, be sure to sign up for our Getting Started with Drake webcast — a must-attend event created especially for you as a new customer. Jul. Click Add. Nelco also takes orders by: Phone (800) 266-4669) Fax (800) 996-3526) Email ([email protected] or Unsigned. Protection Plus Firm Level inside of Drake – When an ERO uses the firm level program, Protection Plus is automatically included on every 1040 and 1040-SR return that the tax office files. If. This vast experience has led us to put together the largest selection of top-quality tax folders available anywhere to get you through the tax season. Drake Tax Software: Drake Compatible Tax Folder Midnight. More Details; Request Sample; Priced Per Quantity (Each) 50. (See Figure 2-3 on page 16. Download the manual to learn more about Drake Software and its functions. The software can be used on a single workstation or your choice of network configurations. 20. Import the Spouse's Data from the CSV File to TaxDome. W-2 Forms. 1. Starting in Drake16, a self-service password recovery option is available on the login page. 1. However, 1099 IRS Copy A, 1098 IRS Copy A and 1096 IRS Copy A require pre-printed "red-line" forms. Click through folders to search for content you are interested in, and when you select a topic, the relevant articles are displayed. ; Click the CSM button on the toolbar. Software-compatible window folders. Discount prices tax software folders – no coupon needed! Heavy folder stock is ultra-professional. The windows are positioned to align with the cover sheet produced by your software package. Drake Tax 2022 ©2022 Drake Software, LLC TAXPAYER INFORMATION NAME Basset Hound TIN 400-00-6003 DATE OF BIRTH 01-01-1988 EMAIL Hound@1040. The reports generated using this software can be used for tax return filing. If multiple machines are used for tax preparation in one office, files can be moved to other computers and uploaded to a single machine to. Enter a folder name in the "New Folder" dialog box. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. 866-670-8471John Higgins. Menu. Click the icon to Install Drake 2013 Tax Software. These Tax Software Compatible Folders are specifically designed to work with your tax preparation 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. Tax Return Folders for Tax Professionals. Drake®. Additional space is available at $9. .