We offer tax folders & envelopes for many tax reporting software including Drake, Ultratax, ATX, Lacerte, ProSystems fx, GreatTax, TaxWise, Creative Solutions and TaxWorks. Click Yes to enable or No to return to the Preparer Setup screen. 3. 2. Select Yes to exit the Update Manager. . com gives you a large selection of tax folders and tax envelopes to fit any budget. Affordable, high-quality presentation folders and document covers for client income tax returns. The windows are positioned to align with the cover sheet produced by your software package. NoteDrake Software requires certain files be located on the same computer used to transmit tax returns. Customers who already have an SecureFilePro. Shop smart and save with Drake Software coupons, promo codes, and discount codes on Sociablelabs. Your complete satisfaction is 100% guaranteed. Drake Software – Drake Document Manager. 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. Service Resources. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. 1. 02 /BNDL:. $0. $ 1. 07-760 MultiTax Envelope: 10 x 13 1" EXPANSION Peel & Seal. located in the PDF folder on the Drake Software CD and from your User Account. Drake Software is a tax preparation software that is commonly used by tax professionals and accountants. Choose from 2 template sizes to pair with your presentation folders with the appropriate tax / accounting software. 250. Midnight Blue Side-Staple Tax Folder with Pocket and Windows (8 3/4 in x 11 1/4 in) (100 Folders). 21. Buy Now. 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. Alternatively, you can display the Drake shortcut among your tiles by dragging the All apps shortcut to the tiled area and dropping it there. Then make the following selections: The Drake Tax Software locationto which you would like to install the program,Oval Air Freshener. It also offers built-in templates for new tax years, engagements, and client lists, which speeds up the tax filing process. 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,. 1. To reconcile amounts received for the advance child tax credit, entries must be made on the 8812 screen in Drake Tax 2021. When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year. Enter a custom folder name. 4 1/2" x 10 1/4" Wallet-Style Document Folder. Left Pocket Presentation Folder w/ Window & Fold Down Tab. Choose from various colors, sizes and styles to suit your needs and budget. Review "Drake Tax Security Information" for information the software login procedure. Click OK. 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. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. 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. 12-750b MultiTax Folder: Tax Return Embossed and Foil Center Cut Hidden Staple Tab - Navy. Glossy Ceramic Mug. 341. 2 Months Ago Drake Documents. Tax Form Preparation Software Order Account Ability Tax Form Preparation Software. That way, your Drake. Left Pocket Presentation Folder w/ Window & Fold Down Tab. Table of Contentsshipments from Drake Software. pdf file). Enter a custom folder name. 12-750b MultiTax Folder: Tax Return Embossed and Foil Center Cut Hidden Staple Tab - Navy. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. Products – Learn more about Drake Software’s products and . MTPO provides a client portal where your clients can take a pic or upload files to their account. Preparer – Receiving a File. Once a filing structure has been established, you can begin adding files. We're available by phone 800-966-2709 , Monday - Friday from 8a. discount by adding TheTaxBook WebLibrary to your Drake Tax order; current customers can order through the Drake Support site. 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. TaxWise and Drake Software Compatible Window Folders for Client Tax Returns. Optional personalization available in gold or silver foil with a 1 or 2 line imprint. MultiTax TaxWise, Drake, TaxSlayer, Refunds Today, Accutax,. ; In the Drake 2021 - Backup dialog box, click Select a backup location. 29. 1. Order compatible 1099 & W2 tax forms and envelopes for Drake software. Advance CTC payments must be reconciled on the 2021 tax return. The windows are positioned to align with the cover sheet produced by your software package. On the next window, select the install option Install Drake Tax 2022. • Video Tutorials, a compendium of more than 200 how-to videos Drake Tax has released on how to use Drake Tax and related programs. views: 1 to 4 - of - 4 Products Found. com 1 2 Awards 3 Support 4 Tax. Make sure bar codes are printed correctly. Tax Return Folders; Tax Software Folders; Tax Software Envelopes; Federal & State Envelopes; Multi-Purpose Envelopes; Multi-Purpose Folders; Presentation Supplies; Tax Supplies; Tax Reference HandbooksUse our tax forms to complete your return in an organized manner. 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. Use the Passport to Success to help get you ready for a. . Drake is well-known for its top-notch customer service and support. This early inclusion of individual income and employer. Find tax folders and window envelopes that are compatible with Drake software coversheets. Although uninstalling Drake Software removes most of its files and folders, some leftover files may still remain on your computer. 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. Click Save. Linen Folders available in 3 colors. To manually sync records, complete the following: 1. The setup window opens: Click Enable Automatic Backup. Displaying 1 to 7 (of 7 Products) Manufacturer. Primary Forum for posting questions regarding tax issues. Add to Wishlist; Overview. Bistro 14 oz. $ 8699. Expanding Pocket Folder for Large Tax Returns. 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. To generate and export a list of all client email addresses, open Drake Tax and follow the steps listed below. DoubleCheck. When I work from home I use team viewer to remote access my main computer. Think of Drake Documents' file structure as a virtual filing cabinet where files are saved within folders. Home; Products. 8. Linen Folders available in 3 colors. . Excess advance payment amounts received will be required to be repaid in certain circumstances. The windows are positioned to align with the cover sheet produced by your software package. TAXWISE & DRAKE CLIENT FOLDERS W/ POCKET (DRK GREEN) EXTRA CAPACITY 120 SHEETS (EACH POCKET HOLDS 60 SHEETS). 9500 Webinars at DrakeSoftware. Related Categories. MasterDataDirect. 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. From the Report manager, create a custom report that includes all the client data you want to export. With Drake cloud, With Drake hosting, you can retain all the features and functionalities of Drake software even on the go. Get big. Purchase compatible office supplies as well as W-2 blocks to seamlessly integrate W-2s from more than one million employers. The double windows align perfectly with the software-generated cover sheets from Accutax, ATX, CCH ProSystem fx, Creative Solutions, Crosslink, Drake, ExacTax, Intuit. To create additional folders: Highlight the drawer or folder that contains the new folder. Enter a folder name in the "New Folder" dialog box. Actual Size: 8. GruntWorx. See how the Backup and Restore Tool saves time with a Drake Tax free trial. The displayed structure represents what is created when you add new returns to the software. 17Otherwise only data collection and tax return preparation may occur there. Products – Learn more about Drake Software’s products and . 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. Nelco also provides products compatible with Drake Accounting. Personal information, prior-year income, fixed assets, and federal return data can be imported into Drake Tax from most. Select the department you want to search in. To remove a duplicate or blank entry in the CSM or PCM, follow these steps: Log in to Drake Software as Admin (not just as an Administrative user). Drake Tax offers several tax package. 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. Mon - Fri - 9 AM to 6 PM EST. Use the Passport to Success to help get you ready for a. For. Review "Drake Tax Security Information" for information the software login procedure. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. And, they are all backed by our Lowest Prices Guaranteed. To insert the new folder you added above in all existing client Drake Documents folders, on. The windows are positioned to align with the cover sheet produced by your software package. • For either cabinet, we recommend that you select Allow Drake to set up Docu- ment Manager Client Folders. 12 80 lb. Use this manual in conjunctionShop our wide selection of W-2, 1099, 1095 Forms & Envelopes. The windows are positioned to align with the cover sheet produced by your software package. bmp image of a different size may work, but it. Drake Software Support recommends transmitting at least after each IRS drain (12 noon and 12 midnight EST), even if you do not have any returns to file. You can scan them into Drake Documents as separate PDFs or as a single PDF, in any sequence, as long as each tax document is scanned as a separate page and the pages of multi-page documents such as brokerage statements and K-1 papers are scanned. Click Next. 800-447-6788 | Satisfaction Guaranteed. If you choose Orga-nize, you will have a PDF file. Order a minimum of 50 folders / multiples of 50. Select return (s) to view and click View. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. . Custom imprinting or foil-stamping options. To download a file, open Drake Documents and locate the client in the left tree menu. Custom imprinting or foil-stamping. Drake Tax Software: Drake Compatible Tax Folder Midnight. Click the second Add button related to Custom Folders to include sub-folders and files for the select folder(s) to the backup. Select Yes to begin installation. shipments from Drake Software. 3. Due to nationwide paper shortages, folders may be produced with a slight variation in color or finish. Superior 90lb. The folder appears in the screen window. 5" when folded. W2 x103. To create additional folders: Highlight the drawer or folder that contains the new folder. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. 21. Right click on the file named DrakeYY_Federal. 9500 > DrakeSoftware. Click the General tab. Here, we will cover five features of Drake tax software that you might not know about. Drake Tax Folders & Envelopes. 17. 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 lb. Shop for Drake Tax Folders that are designed to work with Drake tax preparation 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. Highlight one or more files: Drag the file(s) down into the Drake Portals pane. More Details; Request Sample; Priced Per Quantity (Each) 50. Tax Prep; Lacerte. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. Drake Accounting® provides approved scannable W-2 SSA Copy A and W-3 SSA Copy A forms. You can obtain an RMA by calling 631-249-7744. com Drake Software requires certain files be located on the same computer used to transmit tax returns. Click Setup, then Firm(s). 1099s, ACA Forms, Envelopes & Tax Software All our tax forms are IRS approved and guaranteed compatible with your software. 1. 25. To create additional folders: Highlight the drawer or folder that contains the new folder. 25. 1. Professional tax return folders with pockets, tax covers, custom folders and covers for all types of important documents. 1. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. Click the second Add button related to Custom Folders to include sub-folders and files for the select folder(s) to the backup. Please call (828) 524-8020 for assistance. Or fastest delivery Aug 29 - 31. Yes, the IRS and SSA maintain certain requirements on forms to allow processing. The windows are positioned to align with the cover sheet produced by your Drake® software. It does cost $1 per client and you buy 25 at a time. ScheduleF x23. exe. 1" expandable for larger returns. $ 1. 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. Drake Software conducted a comprehensive survey involving over 1,000 tax professionals to understand their pricing strategies for the upcoming 2023 tax filing. Customizable cabinets, drawers and folders for organizing documents. W-2 Forms. . Reinforce the high value of your work and ensure you project a brand image of preeminence and distinction to. Drake Documents is your virtual filing. a. Current year. 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. 5. Click Upload File (s). New Products & Designs. We think of it as the secret to our success - and yours. Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. In the Login Information section of the Preparer Setup, select the checkbox to the right of Enable Multi-Factor Authentication (MFA). I wanted an easy way to get their electronic signatures. Click the Sign button on the Drake. Software Setup Drake Software User’s Manual 18 Tax Year 2012 1. $ 1. Drake Tax Folders. On the DT folder drop list, click Properties. It's perfect for client organizers and tax returns. A confirmation dialog will ask if you would like to enable MFA. 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,. The BEST expansion tax software folders available. com). For a list of Custom Software Compatible Folders, click here. 25"H. Includes any combination of Individual 1040 and Business tax returns up to 400. 1. 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. 1. Tax-Aid slip sheet expandable mailing envelope is guaranteed to work with Tax Wise®, Drake®, and TaxSlayer Pro® third-party s. 225. We offer the largest assortment of tax return folders for accountants available online today. Shop now and get organized! Focus keyword: Tax Return Folders. 250. Select returns to copy. Expanding pocket income tax folders. Prevent loss of data using Drake Tax’s Backup and Restore tools. Masterdatadirect. 95 per. This electronic manual has been developed for Drake clients to provide clear, easy-to-find instructions and guidelines for using th e software. com). Drake provides the tools and support tax professionals need to build their businesses and attract new clients. Use the drive letter of the storage device noted in step 1. Business card slits provided on the right pocket. You can delete an individual client through the Drake Portals website. Choose from 4 formats: Side-Staple, Top-Staple, Pocket Only, or Expandable, and customize with foil-stamped. and find your client. Select Letterhead (All Packages). 3/16" score. Enter the New folder name and click OK. You must upload the files again and recreate any custom folders again. To view forms, follow the steps below: Select File > View; the "EF Selector" dialog opens. Drake Software GruntWorx. How and when can I get a conversion program for my old tax software? For new Drake clients and trial software clients: Full Version Downloads. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Click OK. From the 2018 reviews of professional tax preparation systems. Keep this checklist for your records. Software. Location of client foldersTax Folders, Tax Envelopes and Tax Forms - 100% Satisfaction Guaranteed. The success of your office will depend on a reliable network. Features & Specs: 1" Expandable Double-Window Pocket Folder. 1. Folders are constructed of 80 lb. Related Stores. From the file dialog box, select the drive and directory that contains the text file to be imported. 39. Pre-assembled & Ready to use. 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. Click Configure Automatic Backups. Window Folder Specs: Size: 8-1/2″ x 11-1/4″ Score Size: 7/16″ Colors: Midnight Blue, Burgundy, Green Paper Weight: 80#12-750b MultiTax Folder: Tax Return Embossed and Foil Center Cut Hidden Staple Tab - Navy. The folder appears in the screen window. Think of Drake Documents' file structure as a virtual filing cabinet where files are saved within folders. 2. Blue Linen. 75"W x 11. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. i Drake Tax includes more than 6,000 federal and state forms and schedules: • 1040 • 1040-NR • 1041 • 1065. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. 10 - Drake22 Updates New 11763: Attachments for e-Filing - General InformationTo customize the folder and file structure created by Drake Software, you can add subfolders to the required folders. Custom subdomain – <yourbusinessname>. Sort By: Page of 1. Seamless integration with Drake Tax Software. 500. We offer a full line of tax return folders, tax report covers & tax report envelopes that are compatible with Drake™ Tax preparation software. Save the logo inside this folder: DRAKEYYCF; The default logo provided in Drake Software (DrakeYY/CF/logo. DrakeSoftware. Tax Return Mailing Envelope with Alternate Windows. K1 x129. SmartVault integrates with Drake Software to provide built-in document management for the software. Nelco also provides products compatible with Drake Accounting. Logout. One Inch Expandable Slip Sheet Tax Folders 100% guaranteed to work with Intuit Lacerte and ProSeries Tax Software. About Drake Drake Software was founded in 1977, rapidly growing from a family tax practice. Set up Drake to be used on a standalone computer or an office network. Find tax folders and window envelopes that are compatible with Drake software coversheets. Downloads > Drake Tax). Drake runs quickly and covers our needs for tax preparation. Select Rename Folder or Delete Folder from the. To remove them, follow these steps: Open File Explorer and go to C:\Program Files\Drake17 folder (or whichever version of Drake you had installed). TaxCalcUSA is an established family business completely committed your your satisfaction. The reports generated using this software can be used for tax return filing. Double-click on the preparer or select the preparer and click Edit Preparer. Click the icon to Install Drake 2013 Tax Software. Message Board participants can then respond to your questions. SHOW DEAL. Create a new folder on your C: drive named ConversionData before you begin the backup process. 95 per year, per 25 GB. Import the Data From the CSV File to TaxDome. When I work from home I use team viewer to remote access my main computer. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Please call (828) 524-8020 for assistance. Drake Software requires certain files be located on the same computer used to transmit tax returns. 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. More Details; Request Sample; Priced Per Quantity (Each) 25. Drake Accounting ® provides approved scannable W-2 SSA Copy A and W-3 SSA Copy A forms. Select the Client menu, Tax Type, and select the tax type you wish to back up. Drake Software:Tax Return Folders: Customize Accountant Presentation Folders. An over-sized, expanding pocket tax return folder has ample space for large client tax returns and supporting documents. Click OK. Digital work papers are a quick scan away. The windows are positioned to align with the cover sheet produced by your software package. To export your client list from Drake Software to a CSV file: 1. Click New Folder. 15% OFF. Software-compatible window folders. The windows are positioned to align with the cover sheet produced by your software package. We carry a full line of 1099 Forms, W-2 Forms, Payroll Software, Tax Folders, Tax Covers, Envelopes, Checks and Office Supplies. Legal Size Two Pocket Presentation Folder. 1. It does not, however, function outside of Drake Software, so it cannot be used with other software programs such as Microsoft Office. 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 pocket is on the right hand side and is die cut for your business card. Select Yes to begin installation. Authorized Site for Drake Compatible Products. (Optional) To have any form omitted from organizers or proformas, clear the check box in the Include in View/Print column. 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. Page of 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.