Wrap Around Report Cover w/ Round Corners. 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. 29. Customizable cabinets, drawers and folders for organizing documents. The new folder appears in. 10. Repeat the steps below for each tax type you wish to convert. If you are experiencing an issue while working on a particular client in your Drake Accounting ® program, please don't hesitate to contact the Drake Accounting ® Support staff at 828-349-5908. 8. Kevin K. 1. Includes any combination of Individual 1040 and Business tax returns up to 400. Select the file to be uploaded and click Open. If you are comfortable navigating in the network file structure, from each workstation, right-click on Z:DrakeYYFTDrakeYY. The double windows align perfectly with the software-generated cover sheets from Accutax, ATX, CCH ProSystem fx, Creative Solutions, Crosslink, Drake, ExacTax, Intuit. 21. Take a look at some of the free support services we offer. 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,. Customize emails to customers, including logos, text and footer. 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. $0. 250. window. Glossy Ceramic Mug. Find tax software folders and envelopes that are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and other software. Updated 04. 10. Click OK. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. These tax return folders give you a high quality image at a very affordable cost. Alternatively, during the. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. folder. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Location of client folders: Location for 2020 client files: S:DRAKE20DT# Location for 2019 client files: S:DRAKE19DT#. • Manual and Online Resources, a link to Drake Tax manuals, practice returns, IRS pubs, and Drake Software shipment letters, all in PDF format, readable online or available for download. 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. My cart 0 My Account My orders Edit Profile Change Password. Order Today . e-Form RSDrake Tax and supplementary programs such as Drake Accounting, Drake Portals, Drake E-Sign, and GruntWorx. 21. Displaying 1 to 7 (of 7 Products) Manufacturer. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. 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. When you create a new return in Drake, a corresponding folder is created in the Drake Documents. Yes, the IRS and SSA maintain certain requirements on forms to allow processing. Drake Tax; Practice Management; Tax Packages; Hosting Solution; Web-based Solutions; Bank. 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. The software can be used on a single workstation or your choice of network configurations. View Details. W-2 Forms. 12 80 lb. Drake Tax allows only a . Blue Linen. 1. This tax cover has room to write the tax year and client name, and important information for clients printed on the front. Customers who already have an SecureFilePro. 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. Size: 8 3/4" x 11 1/4" when folded. 21. The BEST expansion tax software folders available; Pre-assembled & Ready to use;. Purchase compatible office supplies as well as W-2 blocks to seamlessly integrate W-2s from more than one million employers. exeWhen you manually archive a return in Archive Manager, you also create a date/time stamped PDF copy of the return in Drake Documents (previously Drake Document Manager). Accounting Module. Left Pocket Presentation Folder w/ Window & Fold Down Tab. Click New Folder. Pre-assembled & Ready to use. 100. 6) The installation will begin, showing a progress bar on your screen. , the one to which it was assigned by the application process. If later, the document is stored with the client’s document manager folder. We have tax envelopes, tax software, e-file solutions and tax kits with print-compatible forms for those who prefer to prepare their forms from the convenience of their desktop. 75"W x. Bistro 14 oz. 2 Piece Report Cover w/ Window. The "Transmit/Receive" dialog box is used to e-file tax returns, transmit firm information, transmit check-printing information, receive acknowledgements, and update files from Drake Software. K1 x129. Get the best quality tax return folders from Folders. 2. 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). E-Pay. 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. 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. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. . Running the software from within a sub-folder will produce errors. (Optional) To have any form omitted from organizers or proformas, clear the check box in the Include in View/Print column. Click the Open icon and from the drop list, point to any tax package to produce a drop list of letters. The folder appears in the screen window. Midnight Blue Side-Staple Tax Folder with Pocket and Windows (8 3/4 in x 11 1/4 in) (100 Folders). Reinforce the high value of your work and ensure you project a brand image of preeminence and distinction to. Click Save. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. In Drake Tax, the option is available in the Backup and Restore dialog box. m. This option allows the program to create the necessary client file within the Drake Documents cabinet of your choice. ; Set the drive and folder for your backup to. Blue Linen. Foil Stamped Letter Size Two Pocket Folder. Window folders for tax software. 1. Windows align with tax software-generated cover sheets. Included in Drake Portals. 1" expandable for larger returns. Nelco also provides products compatible with Drake Accounting. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. 2. To change the name of the new folder, select the folder and click Edit. Drake is well-known for its top-notch customer service and support. 3/16" score. We think of it as the secret to our success - and yours. That way, your Drake. Click Add. $ 1. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). 500. bmp image of a different size may work, but it. More Details; Request Sample; Priced Per Quantity (Each) 50. And, they are all backed by our Lowest Prices Guaranteed. Order a minimum of 50 folders / multiples of 50. Purchase compatible office supplies as well as W-2 blocks to seamlessly integrate W-2s from more than one million employers. 21. Go to Firm > Portal Setup. Nelco also provides products compatible with Drake Accounting. The Drake Team has been hard at work in 2008 to help ensure that tax season at your firm is a successful one. Description. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. . Click the General tab. Tax Software Compatible Envelopes. Nelco also provides products compatible with Drake Accounting. More Details; Request Sample; Priced Per Quantity (Each) 50. Gather all necessary tax documents, such as income statements, receipts, and investment documents. Software. 39. In short, Drake on the cloud gives much boost to your productivity to be active anytime anywhere be it home, workplace, or on-the-go. 21. 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. Wait for the Drake 2013 Software Programs window to be opened, displaying two installation options: Install 2013 Drake Tax Software and Install Drake Client Write-Up. Send us an email, or give us a call at 1-866-929-2252. . Technology. Allow Drake to set up Drake Documents client folders (Recommended). Scan the tax documents as a PDF document into the client's Drake Documents folder. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, TaxWorks, and Ultimate Tax software. Right-click and select Create New Folder. Drake Software:Tax Return Folders: Customize Accountant Presentation Folders. • Customizable cabinets and folders • Backup utility Document Management and Storage 2022 Readers’ Choice Awards. Go to the drive where Drake is installed (i. Queen. Please call (828) 524-8020 for assistance. Account and Serial NumbersTax folders at everyday discount prices. Location of client folders Complete your presentation with compatible tax envelopes for Drake Software, TaxWise software or TaxWorks software. It is also advisable to make a backup of your current files to prevent loss of data. Reasons for Switching to Drake Tax: Our renewal was going to be over $16,000 and Drake was about 1/4 the price. The program updates all existing client folders in the current tax year. Folders compatible with all major tax software systems. When finished, click Exit. Once a filing structure has been established, you can begin adding files. 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. Tax Software Compatible Slip Sheet Folders for: Accutax ® ATX ® Creative Solutions ® CrossLink ® Drake ® ExacTax ® Intuit ® Lacerte ® OLT Pro ® ProSeries ® ProSystem. Drake. This includes client data files, print files, database files and transmission files. M2 x21. In. About Drake Drake Software was founded in 1977, rapidly growing from a family tax practice. 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. CONFIDENCE & RELIABILITY. A confirmation dialog will ask if you would like to enable MFA. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. Services. More Details; Request Sample; Priced Per Quantity (Each) 50. Tax Return Folders for Tax Professionals. Home > Tax Returns Supplies > Tax Return Folders > Tax Return Folders > Tax Folder with Pocket and Standard Windows. Click New Folder. Click OK. If you have selected the incorrect folder, press the back arrow to return to the folder selection on the Files tab. bmp) is 209 X 323 pixels (W x H). Make journal entries to one of the five separate journals – general, cash receipts, cash. Technology. Enter a custom folder name. Tax Return Pocket Folders. NoteStarting at $715! Buy Now! Program Add-ons. The Drake PDF printer is a way to print tax returns, reports, and other documents in Drake Tax to PDF documents. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928shipments from Drake Software. 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. Bulk Discounts on Client Income Tax Return Presentation Folders & Covers. You must complete this basic step yourself. New 18313: 2023. Data Entry Help Drake. For more helpful how-to videos, visit TaxDome Academy, our free online hub for viewing and learning everything you need to know about TaxDome. Requiring Updates When Offline . 1. 25. felt cover weight stock. 02, 2010Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer®, Crosslink®, TaxWise®, Accutax® and Refu. ; Right-click any record and. 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 Setup, then Firm(s). Taxpayer Portal Basics. 250. Drake Accounting ® provides approved scannable W-2 SSA Copy A and W-3 SSA Copy A forms. FULL PRODUCT LINE. Technology. 500. Actual Size: 8. Ready to explore Drake Tax and the Backup and Restore Tool for yourself? Download the free trial today by clicking the. Tax Software Folders; Tax Software Envelopes; Federal & State. 07-760 MultiTax Envelope: 10 x 13 1" EXPANSION Peel & Seal. Use these 80# folders with your UltraTax software by Creative Solutions, Max & Saber 1040 by ATX, or your own application. shipments from Drake Software. Click OK. Location of client folders These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. From the file dialog box, select the drive and directory that contains the text file to be imported. 2022. Right-click and select Create New Folder. All forms orders take between 24-48 hours to ship. We offer a full line of tax return folders, tax report covers & tax report envelopes that are compatible with Drake™ Tax preparation software. 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. Click New Folder. On the next window, select the install option Install Drake Tax 2022. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Integrated into Drake Tax – print returns to PDF and easily store. Choose Select All to add all items back to the organizer or proforma. The success of your office will depend on a reliable network. Regardless of the order documents are scanned,. Bistro 14 oz. 100. The Tax Form Galsat ZBP Forms. By The Southern Scoop on January 6, 2023. 1000. You can also respond to questions posted by others. Current year. Folders are constructed of 80 lb. Use the Select Drive drop list to choose the destination to which to copy the files. Looking for Drake Compatible Folders ?Purchasing – Make tax return preparation easier by purchasing . Location of client foldersIn Drake Tax, the option is available in the Backup and Restore dialog box. Any changes made here affect all organizers or proformas of the same type and package. And, they are all backed by our Lowest Prices Guaranteed. 250. We're available by phone 800-966-2709 , Monday - Friday from 8a. For Drake Accounting, follow the steps through the Prerequisites Setup Wizard to install the needed peripheral programs (if applicable). For. 50 Count Tax Return Pocket Folders Gold With Customizable Labels For Tax Professionals (9 X 12) - Blue. More Details; Request Sample; Priced Per Quantity (Each) 50. 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. Tax-Aid slip sheet expandable mailing envelope is guaranteed to work with Tax Wise®, Drake®, and TaxSlayer Pro® third-party s. 9500 > DrakeSoftware. 1-800-296-4321. To delete the new folder, select the folder and click Remove. 1. You will see that your client now has a plus sign by their name. New 10983: Installing Drake Tax. Take a look at some of the free support services we offer. com. Features & Specs:To customize the folder and file structure created by Drake Software, you can add subfolders to the required folders. However, 1099 IRS Copy A, 1098 IRS Copy A and 1096 IRS Copy A require pre-printed "red-line" forms. 03 Broadcast - SECURE Act 2. 39. Your hard work deserves the best! Size: 9″ x 12″ (when closed) Score Type: Single score. Test any new setup features included in your software. 1. 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. Click Continue. For next day or second day air shipping please call for a quote. 1. 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. When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year. More Details; Request Sample; Priced Per Quantity (Each) 50. 21. To run the organizer (s), go to Last Year Data > Organizers and proceed as you ordinarily would, until you click Process 1040. TaxWise and Drake Software Compatible Window Folders for Client Tax Returns. You can obtain an RMA by calling 631-249-7744. To download a file, open Drake Documents and locate the client in the left tree menu. Note: You cannot add files or folders directly to the Files tab, one of the listed folders must be selected first. Click the plus sign to open the client’s . The windows are positioned to align with the cover sheet. Check your downloads folder for the executable if the file does not begin to run automatically. On the . From the 2019 reviews of professional tax preparation systems. Blue Linen. Exit Drake Tax on the workstation. These Tax Return Window Envelopes are specifically designed to work with your Drake® tax preparation software. Software-compatible window folders. If you choose Orga-nize, you will have a PDF file. Tire Gauge with Clip. . It does not, however, function outside of Drake Software, so it cannot be used with other software programs such as Microsoft Office. Converting Client Files: You will see two icons on your desktop, 2016 ATX Conversion and 2016 ATX Conversion Instructions. 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. 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,. com. Folders are constructed of 80 lb. 1. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxSlayer, TaxWise, and Ultimate Tax Software. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. We offer a full line of tax return folders, tax report covers & tax report envelopes that are compatible with Drake™ Tax preparation software. 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. 890. Locate the share-point folder on "MyServer" and right-click on it. Optional personalization available in gold or silver foil with a 1 or 2 line imprint. 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. Print a coversheet from your tax software to display through the windows of these high-quality tax folders, and easily mail to clients. Nelco also provides products compatible with Drake Accounting. To delete the new folder, select the folder and click Remove. Insert the 2013 Drake CD into the CD drive. Drake Tax and supplementary programs such as Drake Accounting, Drake Portals, Drake E-Sign, and GruntWorx. TaxWise Online. However, 1099 IRS Copy A, 1098 IRS Copy A and 1096 IRS Copy A require pre-printed "red-line" forms. I am now opening up a new office and wanted to hire a remote tax preparer. Tax Return Mailing Envelope with Alternate Windows. Summary of Money's Drake Tax software review. Window folders for tax software. $ 12920. Tax Software Envelopes. 3/16" score. Submit the document to Drake Software for validation. Select the e-sign PDF (an e-sign PDF is identified in the Drake Documents Type column as a Signed. 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. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. 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. 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. com 1 ow you prepare for tax season can have a lot to do with how smoothly your season goes. located in the PDF folder on the Drake Software CD and from your User Account. Includes 400 Total Tax Returns. The windows are positioned to align with the cover sheet produced by your software package. From the Tools menu, select File Maintenance and choose Backup. . The BEST expansion tax software folders available. Call (828) 524-8020 for assistance. Select Letterhead (All Packages). To delete the new folder, select the folder and click Remove. 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. The Mines Press has provided custom tax return folders and presentation solutions for tax professionals for over 30 years. Enter the New folder name and click OK. Taxpayer forms in Spanish – Drake Tax includes 12 printable taxpayer forms in Spanish, including Forms W-4, W-7, 13844, and 2350. Produce a comparison sheet containing data from the current-year and prior-year returns. Enter a folder name in the "New Folder" dialog box. 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). *The trademarks for the third-party software noted here are owned by their respective companies. Generate a folder cover sheet on which is printed the taxpayers’ names and the name, address, and phone number of the preparer’s firm. $ 2. W-2 Envelopes. Click Yes to enable or No to return to the Preparer Setup screen. GruntWorxOrganize. 2 Months Ago Drake Documents. 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. Select returns to copy. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxSlayer, TaxWise, and Ultimate Tax Software. The default folder configuration for each client is a folder for the specific Drake application such as tax, with a sub-folder for. Select Rename Folder or Delete Folder from the. 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). SHOW DEAL. 500. Note: • This feature does not edit or remove existing. 39. config; Updater. Click here to add an E-File Option to your current PPT Express. 75"W x 11. To create additional folders: Highlight the drawer or folder that contains the new folder. 25. TaxTime USA offers comprehensive software programs for businesses needing to report sales, unemployment and personal property taxes easily and cost effectively. Choose from 2 template sizes to pair with your presentation folders with the appropriate tax / accounting software. DrakeSoftware. ATX Pay–Per–Return System (PRS) is designed for professional tax preparers who file a lower volume of 1040 and business returns. Drake Documents. (SSDWXX) for Drake and TaxWise Tax Window Folder with Dimond Design Side-Staple Tabs with Pocket (LA40XX) for Lacerte and. From Drake Documents: Open the taxpayer's folder in Drake Documents. 02, 2010 12-750b MultiTax Folder: Tax Return Embossed and Foil Center Cut Top Tab - Navy Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer®, Crosslink®, TaxWise®, Accutax® and Refu. Support – 1" Expandable Tax Return Software Folders. Purchase compatible office supplies as well as W-2 blocks to seamlessly integrate W-2s from more than one million employers. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, TaxWorks, and Ultimate Tax software. Access online tax research – Search a customizable list of online tax resources. How did Drake Tax do in the NATP 2021 Software Survey? Drake Software had the highest rating in seven categories (most ratings are on a five-point scale): Customer Retention (96%) Reliability of Software (4. 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 has partnered with Drake Software to ensure that you are provided with compatible tax forms, checks, folders and envelopes. 1. 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. 100. $3625 ($1. Print a coversheet from your tax software to display through the windows of these high-quality. Drop Air Freshener. 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. If I’m interested in articles on Pricing Setup, I can browse to Drake Software > Setup > Pricing Setup, and it will show me all articles. Select Yes to begin installation.