bmp (bit-mapped) file to be used as the logo. Select the folder Downloads in the left pane of the File Explorer window. Folders with pockets, staple tabs and more. Drake Document Manager is a good solution which is only available as part of the Drake Tax Suite. • 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. 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. Blue Linen. Check Send to cloud storage. 1. Enter a folder name in the "New Folder" dialog box. We offer the largest line of Tax Software Folders 100% guaranteed to be compatible with the most popular tax preparation software programs on the market today. Drake Documents supports many file types and allows you to import or scan files into your configured structure. Double Window Tax Folder with Side-Staple Tabs and Pocket (SSDWXX) for Drake and TaxWise Tax Window Folder with Dimond Design Side-Staple Tabs with Pocket (LA40XX) for Lacerte and ProSeries Tax Return Folder with Border (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). Starting with. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Drake Accounting provides multiple reports such as single-column balanced sheets, payroll reports, profit and loss reports, etc. Please call (828) 524-8020 for assistance. m. 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. com 1 2 Awards 3 Support 4 Tax. Accounting; TaxCalc. Click Next. 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. 29. 1. Expanding Legal Size Folder. 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. Please call (828) 524-8020 for assistance. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process a high number of individual and. Note: Drake Software does not store login information for recovery purposes. Find tax software folders and envelopes that are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and other software. M1 x18. To insert the new folder you added above in all existing client Drake Documents folders, on. Federal & State Individual 1040. 1099 Forms. Click Add. . Non-personalized only. $ 2. My cart 0 My Account My orders Edit Profile Change Password. Highlight one or more files: Drag the file(s) down into the Drake Portals pane. After you click Process 1040, the Print Organizers/Proformas screen appears. 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. With the Professional Edition, Drake Accounting offers professional, full-scale accounting services to unlimited clients. Actual Size: 8. Set up Drake to be used on a standalone computer or an office network. However, 1099 IRS Copy A, 1098 IRS Copy A and 1096 IRS Copy A require pre-printed "red-line" forms. You must complete this basic step yourself. Related Stores. The windows are positioned to align with the cover sheet produced by your software package. Accounting Module. Update the EFIN, then click OK. When I work from home I use team viewer to remote access my main computer. Drake Tax and supplementary programs such as Drake Accounting, Drake Portals, Drake E-Sign, and GruntWorx. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxSlayer, TaxWise, and Ultimate Tax Software. Set file expiration dates and customize default expiration dates. 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. Use the Passport to Success to help get you ready for a. Collection, 25 Count, Tax Returns Pocket Folders, Stamped, for Tax Professionals (9 x 12) - Green. (SSDWXX) for Drake and TaxWise Tax Window Folder with Dimond Design Side-Staple Tabs with Pocket (LA40XX) for Lacerte and. 1. 39. If later, the document is stored with the client’s document manager folder. You’ll save money by using less paper and toner, and by cutting the staff time. View the custom report, then export it to a CSV file. Folders are constructed of 80 lb. Click the General tab. Order a minimum of 50 folders / multiples of 50. needs are met prior to the start of a new tax season. Exit Drake Tax on the workstation. Log in to Drake Portals. 03. Tax-Aid slip sheet expandable mailing envelope is guaranteed to work with Tax Wise®, Drake®, and TaxSlayer Pro® third-party s. 2 Piece Report Cover w/ Window. 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. For a list of Custom Software Compatible Folders, click here. With Drake cloud, With Drake hosting, you can retain all the features and functionalities of Drake software even on the go. Think of Drake Documents' file structure as a virtual filing cabinet where files are saved within folders. Tax Return Folders for Tax Professionals. Optional personalization available in gold or silver foil with a 1 or 2 line imprint. Current year. New 18313: 2023. M2 x21. 1. Most other software charges you extra for additional states. . Drake Tax allows only a . Drake Software is a top-tier provider of professional tax preparation software. Location of client folders: Location for 2020 client files: S:DRAKE20DT# Location for 2019 client files: S:DRAKE19DT#. 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. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. Mon - Fri - 9 AM to 6 PM EST. And, they are all backed by our Lowest Prices Guaranteed. Firm Management. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. 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. We think of it as the secret to our success - and yours. 6/ 5) compared to other popular professional tax applications. 02. Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer®, Crosslink®, TaxWise®, Accutax® and. Midnight Blue Side-Staple Tax Folder with Pocket and Windows (8 3/4 in x 11 1/4 in) (100 Folders). 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. Click OK. The administrator can also click Reset Password on the preparer setup screen in any year of Drake Software. Drake Software requires certain files be located on the same computer used to transmit tax returns. Keep this checklist for your records. 03 Broadcast - SECURE Act 2. This electronic manual has been developed for Drake clients to provide clear, easy-to-find instructions and guidelines for using th e software. 3. 1. NoteStarting at $715! Buy Now! Program Add-ons. Go to Firm > Portal Setup. Home; Products. e. Click Save, and then click OK. Automation. Side-Staple and Top-Tabs available. 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 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. Tax Software Folders ; Tax Return Folders. 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). . If. Check your downloads folder for the executable if the file does not begin to run automatically. About Drake Drake Software was founded in 1977, rapidly growing from a family tax practice. 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,. . 75" x 11. Actual Size: 8. Pocket (s): Two, 4″ pockets are glued on the edge. Professional tax return folders with pockets, tax covers, custom folders and covers for all types of important documents. 29. 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. Call (828) 524-8020 for assistance. Click Add. Actual Size: 8. com. 07-760 MultiTax Envelope: 10 x 13 1" EXPANSION Peel & Seal. See below for some common settings, options, and troubleshooting for the Drake PDF printer. In the Network Setup section, select the drive of the workstation designated as the “server” from the Tax returns are stored here drop list. Drake Software is a tax preparation software that is commonly used by tax professionals and accountants. . The windows are positioned to align with the cover sheet produced by your software package. 5 Stars. 21. Alternatively, during the. Click Start > All Programs and click the Drake Software folder to display your Drake. , the one to which it was assigned by the application process. Actual Size: 8. 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. I am now opening up a new office and wanted to hire a remote tax preparer. The software can be used on a single workstation or your choice of network configurations. Drake Tax Folders. More Details; Request Sample; Priced Per Quantity (Each) 25. Due to nationwide paper shortages, folders may be produced with a slight variation in color or finish. Software Setup Drake Software User’s Manual 18 Tax Year 2012 1. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. Get big. Produce a return summary with every return prepared. Use code 10PCTOFF for 10% off all Tax Forms & Tax Return Supplies orders through 10/15/2023. Glossy Ceramic Mug. It is also advisable to make a backup of your current files to prevent loss of data. 99. . 1280 lb. Drake. Note: After you have installed Drake Software and begun using it, you should change data locations only under the direction of Drake Support. 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. We're available by phone 800-966-2709 , Monday - Friday from 8a. MTPO provides that feature. 20. Select Yes to exit the Update Manager. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. We carry a full line of 1099 Forms, W-2 Forms, Payroll Software, Tax Folders, Tax Covers, Envelopes, Checks and Office Supplies. 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. 50 Count Tax Return Pocket Folders Gold With Customizable Labels For Tax Professionals (9 X 12) - Blue. Tax Folders,accounting folders,cpa folders,accountant client folders,tax file folders, tax pocket folders,tax organizers. 866-670-8471John Higgins. 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. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. All forms orders take between 24-48 hours to ship. 1. Drake Documents is your virtual filing. 21. 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. You can copy or cut a document and paste it into another folder, or. 1-800-296-4321. felt cover weight stock. i Drake Tax includes more than 6,000 federal and state forms and schedules: • 1040 • 1040-NR • 1041 • 1065. During setup, change account information as needed, add account levels, enter current budget, starting balances, and export to Drake Tax. Custom imprinted or foil-stamped folders. 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. 1000. The program updates all existing client folders in the current tax year. On the next screen, if you agree to the license and nondisclosure agreement, select . Masterdatadirect. Welcome to the Drake Software Manual for Tax Year 2008 . American Flag Air Fresheners. Call (828) 524-8020 for assistance. 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). Features & Specs:To customize the folder and file structure created by Drake Software, you can add subfolders to the required folders. Set up Drake to be used on a standalone computer or an office network. 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. The windows are positioned to align with the cover sheet produced by your software package. 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. Alternatively, during the. New 10983: Installing Drake Tax. Under the From Preparer section, click the Upload icon. Due to nationwide paper shortages, folders may be produced with a slight variation in color or finish. Tax Return Folders; Tax Software Folders; Tax Software Envelopes; Federal & State Envelopes; Multi-Purpose Envelopes; Multi-Purpose Folders; Presentation Supplies; Tax Supplies; Tax Reference Handbooks2 5) The Menu Folder screen will appear. 500. Technology. The windows are positioned to align with the cover sheet produced by your software package. 1. Submit the document to Drake Software for validation. 17Drake Tax features integration . The windows are positioned to align with the cover sheet produced by your software package. Oval Air Freshener. 1. Location of client foldersTax Folders, Tax Envelopes and Tax Forms - 100% Satisfaction Guaranteed. TaxWise and Drake Software Compatible Window Folders for Client Tax Returns. Software. Click Save, and then click OK. Access online tax research – Search a customizable list of online tax resources. - 5p. Home > Tax Returns Supplies > Tax Return Folders > Tax Return Folders > Tax Folder with Pocket and Standard Windows. The windows are positioned to align with the cover sheet produced by your software package. Drake Software is a complete professional tax preparation. 1" expandable for larger returns. This early inclusion of individual income and employer. Right-click and select Create New Folder. Window Tax Return Folders & Envelopes 100% Compatible with Drake Software Slipsheets. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. W2 x103. . Request Your Free Sample Pack. We offer the largest assortment of tax return folders for accountants available online today. Update the EFIN. The software can be used on a single workstation or your choice of network configurations. Features & Specs: 1" Expandable Double-Window Pocket Folder. Select Letterhead (All Packages). Integrated into Drake Tax – print returns to PDF and easily store. Message Board participants can then respond to your questions. CUSTOMIZE YOUR PROJECT WITH OUR. 1. exe (where Z: is the network server and YY the software year) and select Send to > Desktop (create shortcut). Drake Tax and supplementary programs such as Drake Accounting, Drake Portals, Drake E-Sign, and GruntWorx. Expanding Legal Size Folder. 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. Both are integrated into Drake Software, so documents can be saved to Drake Documents from within client files themselves, and the software for both cabinets is updated when the tax software is. Enter a custom folder name. Choose TaxCalcUSA: 1. Requiring Updates When Offline . 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 an antivirus program will not allow you to exclude an entire folder, the following Drake Accounting ® files should be excluded: Exclude the following “. 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. 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. Additional space is available at $9. You can also check how the current tax status would vary in. See how the Backup and Restore Tool saves time with a Drake Tax free trial. Drake Software GruntWorx. These Tax Return Window Envelopes are specifically designed to work with your Drake® tax preparation software. The windows are positioned to align with the cover sheet. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. g. 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. 2. They can download it from there. Window Folders for Software More Info › Multi Purpose Folders Other Multi Purpose Folders. Additional space is available at $9. W-2 Envelopes. 3. com 1 ow you prepare for tax season can have a lot to do with how smoothly your season goes. 100. We offer tax folders & envelopes for many tax reporting software including Drake, Ultratax, ATX, Lacerte, ProSystems fx, GreatTax, TaxWise, Creative Solutions and TaxWorks. Generally, Drake network setup involves the following steps: Establish the network. shipments from Drake Software. Make sure bar codes are printed correctly. Software Installation. 1. Updated 04. 2. Review. From the Tools menu, select File Maintenance and choose Backup. It's perfect for client organizers and tax returns. 29. 95 per month or $99. partners. Create a new folder on your C: drive named ConversionData before you begin the backup process (For example, C:ConversionData). Let us delve deeper into the benefits and features of tax return folders for Drake Software users, empowering practitioners to maximize. 6) Timely Updates After State Tax. The displayed structure represents what is created when you add new returns to the software. Review. Federal & State Business Returns (In TaxWise Desktop) 1120, 1120S, 1065, 1041, 706, 709, 990. The BEST expansion tax software folders available; Pre-assembled & Ready to use;. 1. Side-Staple and Top-Tabs available. For more detailed instructions, go to DrakeSoftware Knowledgebase. Windows 8. Drake Tax Manual, located in the PDF folder on the Drake Software CD and from your User Account (Support. 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. Click Copy Files. com. 10. (Optional) To have any form omitted from organizers or proformas, clear the check box in the Include in View/Print column. Nelco also takes orders by: Phone (800) 266-4669) Fax (800) 996-3526) Email ([email protected] or Unsigned. To remove them, follow these steps:Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, TaxWorks, and Ultimate Tax software. Nelco also provides products compatible with Drake Accounting. 20. Features & Specs:NELCO provides Drake compatible supplies - tax folders, envelopes, cards, CD tax return envelopes and labels, specialized post cards, blank 1099s, perforated blank W-2 Forms, and several other products. Double window tax folders 100% guaranteed to work with Intuit ProSeries, Lacerte & ProConnect software. Advance CTC payments must be reconciled on the 2021 tax return. Choose from 2 template sizes to pair with your presentation folders with the appropriate tax / accounting software. Drake Software. com provides discount tax return folders and tax slip sheet folders to the accounting, bookkeeping and CPA industries. From the 2018 reviews of professional tax preparation systems. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 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. exe” files in the main Drake Accounting ® folder (substitute YY for the year of DAS): DrakeAccounting20YY. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. ; Right-click any record and. Here, we will cover five features of Drake tax software that you might not know about. Legal Size Two Pocket Presentation Folder. Drake Software requires certain files be located on the same computer used to transmit tax returns. Running the software from within a sub-folder will produce errors. 75"W x. 3) Timely Updates After Federal Tax Law Changes/Updates (4. The office. 1. Shop now and get organized! Focus keyword: Tax Return Folders. SHOW DEAL. The windows are positioned to align with the cover sheet produced by your software package. Drake Tax Software: Drake Compatible Tax Folder Midnight. 3. b. This tax cover has room to write the tax year and client name, and important information for clients printed on the front. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. • 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 Drake Portals website, follow these steps: Click on your username and choose Account Settings. shipments from Drake Software. Step 1. Alternatively, you can display the Drake shortcut among your tiles by dragging the All apps shortcut to the tiled area and dropping it there. Click here to add an E-File Option to your current 941/MI Unemployment Express. Then make the following selections: The Drake Tax Software locationto which you would like to install the program,Oval Air Freshener. If you are comfortable navigating in the network file structure, from each workstation, right-click on Z:DrakeYYFTDrakeYY. If you choose Orga-nize, you will have a PDF file. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. The suite has good, integrated solutions for tax document automation (GruntWorx), portals. Read and accept the Drake Software 2013 License Agreement. 17. 8. m. (866) 570-3842. Click OK.