These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. E-Pay. 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). Queen. 3. Our customers know they can rely on Drake for comprehensive product excellence and value. Drake allows users to store documents of any kind. In both instances of Drake Documents (Working Cabinet or Archive Cabinet), you can: Add new folders to the default file structure that Drake sets up for each client. Expanding Folder w/ Fold Down Tab. Drake Document Manager is a good solution which is only available as part of the Drake Tax Suite. exe. If there are non-Drake Tax files you want to add to the backup, click Add related to Custom Files. Click on any tab. 17. 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. Nelco also provides products compatible with Drake Accounting. partners. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. For a list of Custom Software Compatible Folders, click here. 5 Stars. Tax Return Pocket Folders. 1. Drake®. Buy Now. 2. 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. Click here to add an E-File Option to your current 941/MI Unemployment Express. Check the pros & cons to see if the pricing plans are worth it. Traditional foil stamping and embossing on our darker linen papers provides a look of timeless simplicity and elegance. Nelco also provides products compatible with Drake Accounting. Product Features: Size: 8. 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). com > Support > Documents). 1. 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. . Click Save, and then click OK. 20. exe; DrakeAccounting20YY. 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 windows are positioned to align with the cover sheet. On the next window, select the install option Install Drake Tax 2022. Choose from various colors, sizes and styles to suit your needs and budget. exe (where Z: is the network server and YY the software year) and select Send to > Desktop (create shortcut). QuickBooks Checks & Supplies. 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,. Pocket (s): Two, 4″ pockets are glued on the edge. Generally, Drake network setup involves the following steps: Establish the network. " In the "Map Network Drive" dialog, select a drive letter, and make sure the "Reconnect at logon" box is checked. 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. 70. Click Save. Files backed up to other locations can be used to restore lost data. ScheduleE x34. Here, we will cover five features of Drake tax software that you might not know about. Their tax returns are also saved there in PDF. Alternatively, during the. 75"W x. Tax Folders - Small Windows. 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). 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 Mines Press collection of slip sheet tax software envelopes is 100% guaranteed to be compatible with all tax preparation programs on the market today. Repeat the steps below for each tax type you wish to convert. You can Select All and Unselect All for quicker copy selections. Find tax folders and window envelopes that are compatible with Drake software coversheets. 29. Bulk Discounts on Client Income Tax Return Presentation Folders & Covers. Print a coversheet from your tax software to display through the windows of these high-quality tax folders, and easily mail to clients. 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. e. 75" x 11. The folder appears in the screen window. Page of 1. Select the file to be uploaded and click Open. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. 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. 6) The installation will begin, showing a progress bar on your screen. • Customizable cabinets and foldersIf you want to include your Drake Documents files, select Include DDM. . Products – Learn more about Drake Software’s products and . Gather all necessary tax documents, such as income statements, receipts, and investment documents. To insert the new folder you added above in all existing client Drake Documents folders, on. Blue Linen. About Drake Drake Software was founded in 1977, rapidly growing from a family tax practice. Drake Software. View the custom report, then export it to a CSV file. You will see that your client now has a plus sign by their name. 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. Windows align with tax software-generated cover sheets. comes in many different variations. e-Form RSDrake Tax and supplementary programs such as Drake Accounting, Drake Portals, Drake E-Sign, and GruntWorx. If you choose Orga-nize, you will have a PDF file. MultiTax TaxWise, Drake, TaxSlayer, Refunds Today, Accutax,. bmp) is 209 X 323 pixels (W x H). 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. . Lockhart tax return presentation folders are quite simply, a class above, without peer, and made from the finest premium cover stock available. Drake Tax Software: Drake Tax Compatible Tax. Click Yes to enable or No to return to the Preparer Setup screen. One, left-side pocket holds supporting documents. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. Select Use Working Cabinet or Use Archive Cabinet. 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. Technology. Drake. Left Pocket Presentation Folder w/ Window & Fold Down Tab. To rename or delete the folder, select it in the Drake Portals pane and right click. 1. Access online tax research – Search a customizable list of online tax resources. Blue Linen. Business card slits provided on the right pocket. Go to Firm > Portal Setup. 21. Updated 04. m. Drake®. Folders compatible with all major tax software systems. Click Add to upload additional files (optional). 1-800-296-4321. Drake Software is a top-tier provider of professional tax preparation software. felt cover weight stock. 6. with TheTaxBook ®, the tax research product that has received the highest rating from CPA Practice Advisor readers since 2013. In. Table of Contentsshipments from Drake Software. $ 12920. (Optional) To have any form omitted from organizers or proformas, clear the check box in the Include in View/Print column. Right-click and select Create New Folder. Tax Software Folders; Tax Software Envelopes; Federal & State. Use code 10PCTOFF for 10% off all Tax Forms & Tax Return Supplies orders through 10/15/2023. Please call (828) 524-8020 for assistance. • Customizable cabinets and folders • Backup utility Additional Service. 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. 2. $0. See "Windows 8 - Missing Desktop Icons after NWClient Installation" in Related Links below. 125. 1099 Forms. After the PDF is printed, a dialog box displays the client's Drake Portals folders. This vast experience has led us to put together the largest selection of top-quality tax folders available anywhere to get you through the tax season. On the next window, select the install option Install Drake Tax 2022. Preparer – Receiving a File. When you create a new return in Drake, a corresponding folder is created in the Drake Documents. Select Use Working Cabinet or Use Archive Cabinet. ScheduleF x23. Windows align with coversheets printed from all major tax prep. 10. 99. . Click OK. Insert the 2013 Drake CD into the CD drive. Drake Software. Use the Passport to Success to help get you ready for a. SHOW DEAL. 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). Get a special . 1. Products – Learn more about Drake Software’s products and . Support – 1" Expandable Tax Return Software Folders. Window folders for tax software. com 1 ow you prepare for tax season can have a lot to do with how smoothly your season goes. Drake software in the cloud offers you the flexibility to work anytime anywhere. Link your office computers in a hard wired. Produce a summary of the taxpayer's bill with each. This includes client data files, print files, database files and transmission files. Folders are constructed of 80 lb. 39. You can copy or cut a document and paste it into another folder, or. Actual Size: 8. 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. In November, it was announced that Cinven will bring TaxAct and Drake Software, a Cinven portfolio company, together over time under a new holding company, creating a leading, full-service tax solutions provider for professionals and consumers. 17Otherwise only data collection and tax return preparation may occur there. 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. Data Entry Help Drake. CONVENIENCE. Prevent loss of data using Drake Tax’s Backup and Restore tools. Drake Software requires certain files be located on the same computer used to transmit tax returns. The lists below are extracted from the Quick Reference Guide. Masterdatadirect. 95 per month or $99. Produce a comparison sheet containing data from the current-year and prior-year returns. Free with Drake Tax, Drake Documents is an electronic filing cabinet for client tax documents, records and returns. Blue Linen. bmp image of a different size may work, but it. 1. From the Tools menu, select File Maintenance and choose Backup. Note: You cannot add files or folders directly to the Files tab, one of the listed folders must be selected first. We carry a full line of 1099 Forms, W-2 Forms, Payroll Software, Tax Folders, Tax Covers, Envelopes, Checks and Office Supplies. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. i Drake Tax includes more than 6,000 federal and state forms and schedules: • 1040 • 1040-NR • 1041 • 1065. Location of client folders: Location for 2020 client files: S:DRAKE20DT# Location for 2019 client files: S:DRAKE19DT#. 250. Page 9 / 356 Introduction There are two versions offered for Drake Accounting: the Professional Edition and the Forms Edition. By The Southern Scoop on January 6, 2023. NOTE: These changes are “global” changes. 1. Taxpayer forms in Spanish – Drake Tax includes 12 printable taxpayer forms in Spanish, including Forms W-4, W-7, 13844, and 2350. Click OK. 250. 3799 [email protected] your computer, press Windows key + E to open the File Explorer. Drake Software is a tax preparation software that is commonly used by tax professionals and accountants. Looking for Drake Compatible Folders ? Drake Tax and supplementary programs such as Drake Accounting, Drake Portals, Drake E-Sign, and GruntWorx. From the 2018 reviews of professional tax preparation systems. 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. . Cons: The biggest drawback for Drake is the esignature process through Drake Portals. 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. This early inclusion of individual income and employer. Select return (s) to view and click View. Choose TaxCalcUSA: 1. exe” files in the main Drake Accounting ® folder (substitute YY for the year of DAS): DrakeAccounting20YY. 50 Count Tax Return Pocket Folders Gold With Customizable Labels For Tax Professionals (9 X 12) - Blue. 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. Get the best quality tax return folders from Folders. Minimum of 50. Superior 90lb. Drake Tax allows only a . Mon - Fri - 9 AM to 6 PM EST. 500. The folder appears in the screen window. 1. The software can be used on a single workstation or your choice of network configurations. Choose from different styles, colors, sizes and features to. The program updates all existing client folders in the current tax year. Folders are constructed of 80 lb. Click Upload File (s). On the main program screen, select the Utilities menu, then Import from Other Tax Software, then Generic ASCII File Client List/Drake Client List. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, TaxWorks, and Ultimate Tax software. 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. Custom imprinting or foil-stamping. 1. For Drake Accounting, follow the steps through the Prerequisites Setup Wizard to install the needed peripheral programs (if applicable). Make sure that your Drake software is not in read only mode. Set up a custom chart of accounts, import from an existing client, or use a template. Print a coversheet from your tax software to display through the windows of these high-quality tax folders, and easily mail to clients. 2 Piece Report Cover w/ Window. Authorized Site for Drake Compatible Products. Nelco also provides products compatible with Drake Accounting. Automation. Organize the documents according to the appropriate tax folder sections, such as income, deductions, and credits. With the Professional Edition, Drake Accounting offers professional, full-scale accounting services to unlimited clients. 02 /BNDL:. Returns will require a Return Merchandise Authorization (RMA) number and will be subject to a 15% restocking fee. The Drake PDF printer is a way to print tax returns, reports, and other documents in Drake Tax to PDF documents. The program updates all existing client folders in the current tax year. Our tax return folders give you a professional look for your clients. 0: NEW Live Webinar with DrakeCPE. Displaying 1 to 7 (of 7 Products) Manufacturer. File Download. Send us an email, or give us a call at 1-866-929-2252. 3/16" score. Tangible Values tax return slip sheet folders and envelopes are 100% guaranteed to work with your software. New 18321: 2023. 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. SHOW DEAL. Left-click on "Map network drive. 866-670-8471John Higgins. In. Your hard work deserves the best! Size: 9″ x 12″ (when closed) Score Type: Single score. Select the e-sign PDF (an e-sign PDF is identified in the Drake Documents Type column as a Signed. Technology. Drake Software – Drake Document Manager. shipments from Drake Software. 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. 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. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. They can download it from there. 1099 Forms. 5 Stars. 2. 3/16" score. Linen Folders available in 3 colors. 1. The office. For steps on deleting clients through Drake Tax, see Related Links below. If. Taxpayer forms in Spanish – Drake Tax includes 12 printable taxpayer forms in Spanish, including Forms W-4, W-7, 13844, and 2350. All forms orders take between 24-48 hours to ship. $ 8699. We keep them in stock all year long, and ready to ship. 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. ) 2. 2. Pocket folders, staple-tab folders and covers. All files are stored as a PDF, so users must print to the included. CONFIDENCE & RELIABILITY. Advanced Child Tax Credit. Tax Software Compatible Envelopes. Features & Specs:Masterdatadirect. Make journal entries to one of the five separate journals – general, cash receipts, cash. Software. Once a filing structure has been established, you can begin adding files. 4. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. Related Categories. Select the department you want to search in. Create, organize and find documents, without ever needing a paper copy. com). 4 1/2" x 10 1/4" Wallet-Style Document Folder. 866-341-3799. com). 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. The setup window opens: Click Enable Automatic Backup. My cart 0 My Account My orders Edit Profile Change Password. 3) Timely Updates After Federal Tax Law Changes/Updates (4. No rights or endorsements are assumed or implied. • Video Tutorials, a compendium of more than 200 how-to videos Drake Tax has released on how to use Drake Tax and related programs. Nelco has partnered with Drake Software to ensure that you are provided with compatible tax forms, checks, folders and envelopes. The reports generated using this software can be used for tax return filing. Allow Drake to set up Drake Documents client folders (Recommended). An EFIN should not be used at more than one fixed location, e. 21. Federal & State Individual 1040. 100. 2 Months Ago Drake Documents. The preparer could not transmit a return from a fixed location without an EFIN. 21. 2. Page of 1. 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. For more helpful how-to videos, visit TaxDome Academy, our free online hub for viewing and learning everything you need to know about TaxDome. 39. Finish: 80# burgundy stock. SmartVault integrates with Drake Software to provide built-in document management for the software. The new folder appears in. For more detailed instructions, go to DrakeSoftware Knowledgebase. 1. 6) Timely Updates After State Tax. The new folder appears in. Tax Return Folders for Tax Professionals. Select the Client menu, Tax Type, and select the tax type you wish to back up. Think of Drake Documents' file structure as a virtual filing cabinet where files are saved within folders. 12-490 InTax 1" Expansion Folder: Center Cut - NAVY. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. We tripled our productivity this tax season by connecting SmartVault, Lacerte, and DocuSign and have reduced the number of. The Mines Press has provided custom tax return folders and presentation solutions for tax professionals for over 30 years. Getting Started with Drake Tax For a full, detailed documentation of each subject presented in this class, view the 2022 Drake Tax Manual, located in the PDF folder on the Drake Software CD and from your User Account (Support. Tax Return Mailing Envelope with Alternate Windows. - 5p. Categories. com : Drake Tax Folders & Envelopes - 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,. 9500 | Webinars at DrakeSoftware. For Drake Tax, select a location where you want the program installed. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, TaxWorks, and Ultimate Tax software. Jul. The administrator can also click Reset Password on the preparer setup screen in any year of Drake Software. To delete the new folder, select the folder and click Remove. Locate the share-point folder on "MyServer" and right-click on it. When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year. Additional space is available at $9. TaxWise and Drake Software Compatible Window Folders for Client Tax Returns. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. 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. Take a look at some of the free support services we offer. 12-750b MultiTax Folder: Tax Return Embossed and Foil Center Cut Hidden Staple Tab - Navy. bmp (bit-mapped) file to be used as the logo. Business card slits provided on right pocket. Logout. 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. (See Figure 2-3 on page 16. 1. Check your downloads folder for the executable if the file does not begin to run automatically. Custom imprinting or foil-stamping options.