21. Note: After you have installed Drake Software and begun using it, you should change data locations only under the direction of Drake Support. 500. shipments from Drake Software. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax Software. 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. 3 and 8. On the DT folder drop list, click Properties. Running the software from within a sub-folder will produce errors. • Video Tutorials, a compendium of more than 200 how-to videos Drake Tax has released on how to use Drake Tax and related programs. More Details; Request Sample; Priced Per Quantity (Each) 50. 0: NEW Live Webinar with DrakeCPE. The folder appears in the screen window. Select the file to be uploaded and click Open. Drop Air Freshener. High-quality window folders compatible with tax software coversheets. *The trademarks for the third-party software noted here are owned by their respective companies. Products – Learn more about Drake Software’s products and . Which return types convert to Drake Tax. 4 1/2" x 10 1/4" Wallet-Style Document Folder. 866-670-8471John Higgins. Queen. 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. The award-winning Drake Documents saves time by integrating with your email launcher, link to external files, file-tracking tools, import and export capabilities, and customizable file cabinets. You can Select All and Unselect All for quicker copy selections. The reports generated using this software can be used for tax return filing. Pocket folders, staple-tab folders and covers. 250. 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. screen, choose an install location for Drake Tax, then select the states . Or fastest delivery Aug 29 - 31. Choose from 4 formats: Side-Staple, Top-Staple, Pocket Only, or Expandable, and customize with foil-stamped personalization. Midnight Blue Side-Staple Tax Folder with Pocket and Windows (8 3/4 in x 11 1/4 in) (100 Folders). Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. Click through folders to search for content you are interested in, and when you select a topic, the relevant articles are displayed. When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year. 1099 Forms. - 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. Welcome to the Drake Software Manual for Tax Year 2008 . Print a coversheet from your tax software to display through the windows of these high-quality tax folders, and easily mail to clients. Order Today . 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. 9500 Webinars at DrakeSoftware. Popular Tags. Double window tax folders 100% guaranteed to work with Intuit ProSeries, Lacerte & ProConnect software. 89. comes in many different variations. 6) The installation will begin, showing a progress bar on your screen. Oval Air Freshener. Affordable, high-quality presentation folders and document covers for client income tax returns. Use these 80# folders with your UltraTax software by Creative Solutions, Max & Saber 1040 by ATX, or your own application. When requested by our Support to do. Choose from 2 template sizes to pair with your presentation folders with the appropriate tax / accounting software. 75"W x 11. Make sure that your Drake software is not in read only mode. With Drake cloud, With Drake hosting, you can retain all the features and functionalities of Drake software even on the go. Click the Sign button on the Drake. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. 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). Drake Software suite consists of three entities to ease financial and tax. 1. 1. Go to Firm > Portal Setup. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process a high number of individual and. The windows are positioned to align with the cover sheet produced by your Drake® software. Find tax folders and window envelopes that are compatible with Drake software coversheets. Enter a folder name in the "New Folder" dialog box. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Tax Software Compatible Envelopes. Nelco provides Drake compatible supplies - tax folders, envelopes, cards, CD tax return envelopes and labels, specialized post cards, blank 1099s, blank W2s, and several other products. Drake Documents supports many file types and allows you to import or scan files into your configured structure. 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. • Video Tutorials, a compendium of more than 200 how-to videos Drake Tax has released on how to use Drake Tax and related programs. On the next window, select the install option Install Drake Tax 2022. Files backed up to other locations can be used to restore lost data. Right click on the file named DrakeYY_Federal. We think of it as the secret to our success - and yours. TaxWise and Drake Software Compatible Window Folders for Client Tax Returns. How is the Digital Intake initiative going? The IRS says they have already scanned more than 120,000 Forms 940 since the year began: roughly twenty times more than all the documents scanned last year. Technology. Read and accept the Drake Software 2013 License Agreement. Drake Software requires certain files be located on the same computer used to transmit tax returns. The default settings for each tab set focus to the first form in the list. Note: Drake Software does not store login information for recovery purposes. 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. They can download it from there. Form 1098-C does not need to be printed in red-line forms per Form. Choose from different styles, colors, sizes and features to suit your needs and preferences. . From the Home window in Drake, go to Setup > Data Locations to open the Data Locations dialog box. To change the name of the new folder, select the folder and click Edit. Update the EFIN, then click OK. 100. More Details; Request Sample; Priced Per Quantity (Each) 50. Optional personalization available in gold or silver foil with a 1 or 2 line imprint. 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 Tax Folders. Please call (828) 524-8020 for assistance. 250. Select Rename Folder or Delete Folder from the. Displaying 1 to 3 (of 3 Products) Displaying 1 to 3 (of 3 Products) New Products For November - Tax Return Folders Drake Tax Compatible Tax Folder Burgundy MDSFBU06 1. Jun. Allow Drake to set up Drake Documents client folders (Recommended). In. From 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. 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. Preparer – Receiving a File. Expanding Legal Size Folder. 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,. $ 8699. All forms orders take between 24-48 hours to ship. More Details; Request Sample; Priced Per Quantity (Each) 50. Folders with pockets, staple tabs and more. 100. Use the Passport to Success to help get you ready for a. Drake Tax » Drake Documents ». You can also check how the current tax status would vary in. 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. Create a new folder on your C: drive named ConversionData before you begin the backup process. Prepare a custom report that includes all client email addresses: Go to Reports > Report Manager to open Report Editor – Step 1 . Tax Software Folders; Tax Software Envelopes; Nelco provides Drake compatible supplies - tax folders, envelopes, cards, CD tax return envelopes and labels, specialized post cards, blank 1099s, blank W2s, and several other products. 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. Select the Client menu, Tax Type, and select the tax type you wish to back up. 890. 1. More than 70,000 tax professionals nationwide use Drake. $ 1. 29. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, TaxWorks, and Ultimate Tax software. Tax Software Compatible Slip Sheet Folders for: Accutax ® ATX ® Creative Solutions ® CrossLink ® Drake ® ExacTax ® Intuit ® Lacerte ® OLT Pro ® ProSeries ® ProSystem. com. Drake Documents is your virtual filing. Select the department you want to search in. Designed to streamline your tax preparation process, Drake. is an electronic storage solution installed with your Drake Tax program. Software Setup Drake Software User’s Manual 18 Tax Year 2012 1. exe (where Z: is the network server and YY the software year) and select Send to > Desktop (create shortcut). Although uninstalling Drake Software removes most of its files and folders, some leftover files may still remain on your computer. CCH/ProSystem FX Compatible Folders; Drake Compatible Folders; Lacetre Compatible Folders. Check out our selection of Drake Software deals today and start saving!. Message Board participants can then respond to your questions. New 18313: 2023. Expanding Pocket Folder for Large Tax Returns. 02. See "Windows 8 - Missing Desktop Icons after NWClient Installation" in Related Links below. 25" H x 1". 95 per month or $99. 29. If you have selected the incorrect folder, press the back arrow to return to the folder selection on the Files tab. To create additional folders: Highlight the drawer or folder that contains the new folder. Federal & State Business Returns (In TaxWise Desktop) 1120, 1120S, 1065, 1041, 706, 709, 990. QuickBooks Checks & Supplies. Select Use Working Cabinet or Use Archive Cabinet. When you create a new return in Drake, a corresponding folder is created in the Drake Documents. Discount prices tax software folders – no coupon needed! Heavy folder stock is ultra-professional. 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. If later, the document is stored with the client’s document manager folder. The windows are positioned to align with the cover sheet produced by your software package. For next day or second day air shipping please call for a quote. Additional space is available at $9. 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. All forms orders take between 24-48 hours to ship. 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. Purchase compatible office supplies as well as W-2 blocks to seamlessly integrate W-2s from more than one million employers. Use the Passport to Success to help get you ready for a. 1. Select the desired import file from the list and then click Open (or just double-click on the file). 5 Stars. Minimum of 50. Click on any tab. All forms orders take between 24-48 hours to ship. FULL PRODUCT LINE. TaxTime USA offers comprehensive software programs for businesses needing to report sales, unemployment and personal property taxes easily and cost effectively. Collection, 25 Count, Tax Returns Pocket Folders, Stamped, for Tax Professionals (9 x 12) - Green. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928shipments from Drake Software. Tax Software Compatible Envelopes. The displayed structure represents what is created when you add new returns to the software. (Optional) To have any form omitted from organizers or proformas, clear the check box in the Include in View/Print column. NoteStarting at $715! Buy Now! Program Add-ons. This includes client data files, print files, database files and transmission files. $. Create, organize and find documents, without ever needing a paper copy. 1. Traditional foil stamping and embossing on our darker linen papers provides a look of timeless simplicity and elegance. com provides discount tax return folders and tax slip sheet folders to the accounting, bookkeeping and CPA industries. Import the Data From the CSV File to TaxDome. Insert the 2013 Drake CD into the CD drive. Returns will require a Return Merchandise Authorization (RMA) number and will be subject to a 15% restocking fee. Keep this checklist for your records. MasterDataDirect. 1. 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). We offer a full line of tax return folders, tax report covers & tax report envelopes that are compatible with Drake™ Tax preparation software. Drake Tax Manual, located in the PDF folder on the Drake Software CD and from your User Account (Support. Excess advance payment amounts received will be required to be repaid in certain circumstances. 21. I want to know if Drake is as good as Proseries for calculations and ease of use. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote. 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. Check Send to cloud storage. Foil Stamped Letter Size Two Pocket Folder. 12-490 InTax 1" Expansion Folder: Center Cut - NAVY. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. It does cost $1 per client and you buy 25 at a time. When I work from home I use team viewer to remote access my main computer. We’ll share best practices that are essential for a successful move to Drake. Logout. This includes client data files, print files, database files and transmission files. 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. When I work from home I use team viewer to remote access my main computer. This includes client data files, print files, database files and transmission files. Updated 04. Export a Client List From Drake. Use tax software to print coversheets compatible that display preparer and client information through the windows. Call (828) 524-8020 for assistance. The Backup and Restore tool allows you to schedule automatic backups, make custom one-time backups, and restore previously made backups. 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. Enter a custom folder name. Shopping Cart | Mines Press. To delete the new folder, select the folder and click Remove. We carry a full line of 1099 Forms, W-2 Forms, Payroll Software, Tax Folders, Tax Covers, Envelopes, Checks and Office Supplies. b. TaxWise and Drake Software Compatible Window Folders for Client Tax Returns. 225. When installing Drake Tax to a network, make sure to install to the root of the drive you will be running the software from. Reinforce the high value of your work and ensure you project a brand image of preeminence and distinction to. Take a look at some of the free support services we offer. MultiTax TaxWise, Drake, TaxSlayer, Refunds Today, Accutax, Crosslink, Ultimate Tax; ProTax CCH ProSystem fx, TaxAct;. State Install. Browse to the graphic image you want to use, select the image file and click Open. Digital work papers are a quick scan away. Click OK. 1. New Products & Designs. For steps on deleting clients through Drake Tax, see Related Links below. e-Sign x20. Produce a comparison sheet containing data from the current-year and prior-year returns. m. After the PDF is printed, a dialog box displays the client's Drake Portals folders. Nelco also provides products compatible with Drake Accounting. Enter a custom folder name. We tripled our productivity this tax season by connecting SmartVault, Lacerte, and DocuSign and have reduced the number of. Click here to add an E-File Option to your current MI Sales Tax Express. 29. Wrap Around Report Cover w/ Round Corners. Taxpayer forms in Spanish – Drake Tax includes 12 printable taxpayer forms in Spanish, including Forms W-4, W-7, 13844, and 2350. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. (SSDWXX) for Drake and TaxWise Tax Window Folder with Dimond Design Side-Staple Tabs with Pocket (LA40XX) for Lacerte and. Step 3. On the main program screen, select the Utilities menu, then Import from Other Tax Software, then Generic ASCII File Client List/Drake Client List. 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. 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. If using Chrome, press CTRL + J to show the recent downloads and then choose Show in Folder to access the save location directly. 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. By integrating seamlessly with Drake Software’s robust platform, these folders provide tax professionals with a comprehensive solution for storing, accessing, and retrieving critical tax-related information. Click Save. Drake Accounting Software comes with a large-scale store of the W-2 forms, 940, 941, 944, 1099 forms, and federal and state tax forms. 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. Locate and open the DrakeXX folder. 500. Windows align with coversheets printed from all major tax prep. 39. Drake Software | 800. Select New Report. $ 10399. Select Letterhead (All Packages). Files can be added to the Working Cabinet from the toolbar or through the menu bar. 39. MTPO provides that feature. Log in to Drake Portals. 500. 95 per year, per 25 GB. Click Setup, then Firm(s). window. One, left-side pocket holds supporting documents. The windows are positioned to align with the cover sheet produced by your software package. Drake Software User’s Manual About Your Drake Software User’s Manual Tax Year 2015 5 1 Introduction Drake Software has some exciting changes and additions for the 2015 tax season: Link-Backs, DoubleChecks, and LookBack, new forms, new screens, and new work-sheets, new partnership K-1 allocations, enhanced email setup, footers for letters andTop 6 Reasons to. Here, we will cover five features of Drake tax software that you might not know about. Click Add. Select the boxes to the left of the client folders you want to archive or click Select All. Select Use Working Cabinet or Use Archive Cabinet. 12-750b MultiTax Folder: Tax Return Embossed and Foil Center Cut Hidden Staple Tab - Navy. . 1" Expandable Double-Window Pocket Folder. 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). Drake Software:Tax Return Folders: Customize Accountant Presentation Folders. The Drake Team has been hard at work in 2008 to help ensure that tax season at your firm is a successful one. Features & Specs:Use code 10PCTOFF for 10% off all Tax Forms & Tax Return Supplies orders through 10/15/2023. com 1 2 Awards 3 Support 4 Tax. Looking for Drake Compatible Folders ? Drake Tax and supplementary programs such as Drake Accounting, Drake Portals, Drake E-Sign, and GruntWorx. Drake Tax and supplementary programs such as Drake Accounting, Drake Portals, Drake E-Sign, and GruntWorx. Get a special . Gather all necessary tax documents, such as income statements, receipts, and investment documents. Click Save, and then click OK. For next day or second day air shipping please call for a quote. 1099s, ACA Forms, Envelopes & Tax Software All our tax forms are IRS approved and guaranteed compatible with your software. Displaying 1 to 7 (of 7 Products) Manufacturer. Related Categories. exe. You must complete this basic step yourself. 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. From the Report manager, create a custom report that includes all the client data you want to export. Select Yes to begin installation. 3) Timely Updates After Federal Tax Law Changes/Updates (4. If you want to include your Drake Documents files, select Include DDM. Click Save, and then click OK. 25. For next day or second day air shipping please call for a quote. Use this manual in conjunctionShop our wide selection of W-2, 1099, 1095 Forms & Envelopes. Included in Drake Portals. Here are some useful Drake software features that you might not be using –. GruntWorx. 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. Select Rename Folder or Delete Folder from the. Masterdatadirect. Drake Software requires certain files be located on the same computer used to transmit tax returns. No rights or endorsements are assumed or implied. 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. On the Client tab, press the F3 key, select All. To insert the new folder you added above in all existing client Drake Documents folders, on. 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. shipments from Drake Software. 100. . 2. Enter a folder name in the "New Folder" dialog box. Get big discounts on tax folders – no coupon required with The Tax Form Gals! Use these premium tax folders to deliver tax returns to clients and build a more professional brand for your accounting firm! Embossed Tax Folder Specs: Size: 9″ x 12″ Score Type: Single Paper Weight: 80# Linen Pockets: Two, 4″ tall Business Card Diecut: Right. Step 3: Remove Leftover Files and Folders. Support –Drake Software blog for tax pros, covering tax, IRS news, and more. Tax Return Folders; Software Compatible Folders. To rename or delete the folder, select it in the Drake Portals pane and right click. You can print, share, and automatically route tax files from tax software to the correct folder in SmartVault. Drake Software is a complete professional tax preparation. Get. We'll cover where to go to install Drake Tax Software, what you'll need to complete the installation, and we'll cover what you need to setup for in order to. Learn more…. View the custom report, then export it to a CSV file. Actual Size: 8. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. Get the best quality tax return folders from Folders. Alternatively, during the. com). 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. 10. 02 /BNDL:. 20. Choose white or light blue covers with side-staple tabs that are great for securing tax returns. Select Upload document (s) to Drake PortalsTM and notify client (s) via email. 1. Choose TaxCalcUSA: 1. The "View/Print Tax Return" dialog opens. 39. It is also advisable to make a backup of your current files to prevent loss of data. Drake Software — Drake Document Manager. The double windows align perfectly with the software-generated cover sheets from Accutax, ATX, CCH ProSystem fx, Creative Solutions, Crosslink, Drake, ExacTax, Intuit. Order as few as 50 folders and get big discounts on larger quantities! Easily staple tax returns to the top tab, and fold over to display the coversheet through the windows. Locate the file and either right click and copy the file or use the drag-and-drop function to move it to the client's Drake Documents folder. If there are non-Drake Tax files you want to add to the backup, click Add related to Custom Files. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. These Tax Return Window Envelopes are specifically designed to work with your Drake® tax preparation software. Single Office Package Price $3,049. Request Your Free Sample Pack. In Drake Accounting, make the client you want to sync to Portals the active client. Right-click and select Create New Folder. Scan the tax documents as a PDF document into the client's Drake Documents folder. Click New Folder. Access online tax research – Search a customizable list of online tax resources. And, they are all backed by our Lowest Prices Guaranteed. Take a look at some of the free support services we offer. Forms & Software (99) Tax Supplies (153) Envelopes (148) Report Covers (85) PORTFOLIOS & REPORT.