com 1 ow you prepare for tax season can have a lot to do with how smoothly your season goes. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. File Download. Enter a folder name in the "New Folder" dialog box. Masterdatadirect. Files backed up to other locations can be used to restore lost data. 1000. When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year. ScheduleA x29. $ 1. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. 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). $0. Software- Compatible Folders • Windows align with software cover sheets • Folders are 8¾” x 11¼”, 80# with a 3/. NoteStarting at $715! Buy Now! Program Add-ons. But by working with our system, it is simple to match the functions of ATX and Drake Tax Software including their general score, respectively as: 7. Nelco also provides products compatible with Drake Accounting. Or fastest delivery Aug 29 - 31. Data Entry Help Drake. The new folder appears in. Click Next. Double window tax folders 100% guaranteed to work with Intuit ProSeries, Lacerte & ProConnect software. ; Click the CSM button on the toolbar. partners. Note: • This feature does not edit or remove existing. TaxCalcUSA is an established family business completely committed your your satisfaction. The lists below are extracted from the Quick Reference Guide. Blue Linen. Print a coversheet from your tax software to display through the windows of these high-quality. Here are some useful Drake software features that you might not be using –. Prepare a custom report that includes all client email addresses: Go to Reports > Report Manager to open Report Editor – Step 1 . Actual Size: 8. Minimum of 50. Expanding Pocket Folder for Large Tax Returns. and folders. 5. 95 per. as those in Drake Tax. SHOW DEAL. 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. When integrated with Drake software, QuickBooks automates the data entry task. Produce a return summary with every return prepared. 17Drake Tax features integration . 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 Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. Running the software from within a sub-folder will produce errors. 1099 Envelopes. TaxTime USA offers comprehensive software programs for businesses needing to report sales, unemployment and personal property taxes easily and cost effectively. 100. 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. Use this manual in conjunction2017 Rating – 4. New Products & Designs. Click New Folder. 1. A copy of the document appears in the client's From Preparer folder. Select the Client menu, Tax Type, and select the tax type you wish to back up. 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. . 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. *The trademarks for the third-party software noted here are owned by their respective companies. We think of it as the secret to our success - and yours. Folders are constructed of 80 lb. To remove them, follow these steps:Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, TaxWorks, and Ultimate Tax software. - 5p. When you create a new return in Drake, a corresponding folder is created in the Drake Documents. 95 - Tax Return Folders - Burgundy - Software Compatible - #150 - Nonmember. Custom subdomain – <yourbusinessname>. 1. 1" expandable for larger returns. With the Professional Edition, Drake Accounting offers professional, full-scale accounting services to unlimited clients. From the Tools menu, select File Maintenance and choose Backup. In the enhanced view of Drake tax software, you can check off items using DoubleCheck. 6) Timely Updates After State Tax. Authorized Site for Drake Compatible Products. 75"W x 11. Window folders for tax software. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, TaxWorks, and Ultimate Tax software. When I work from home I use team viewer to remote access my main computer. Nelco also provides products compatible with Drake Accounting. One Inch Expandable Slip Sheet Tax Folders 100% guaranteed to work with Intuit Lacerte and ProSeries Tax Software. ScheduleE x34. 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). Linen Folders available in 3 colors. 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. The folder appears in the screen window. Select Rename Folder or Delete Folder from the. You’ll save money by using less paper and toner, and by cutting the staff time. 39. 1. My cart 0 My Account My orders Edit Profile Change Password. For next day or second day air shipping please call for a quote. TaxWise and Drake Software Compatible Window Folders for Client Tax Returns. Please call (828) 524-8020 for assistance. The windows are positioned to align with the cover sheet produced by your Drake® software. Side-Staple Window Tax Folder Specs: Overall Folded Size: 8-1/2″ x 11-1/4″ Click Add. Click on any tab. 21. No rights or endorsements are assumed or implied. CPE Training x41. Drake is well-known for its top-notch customer service and support. • Video Tutorials, a compendium of more than 200 how-to videos Drake Tax has released on how to use Drake Tax and related programs. Purchase compatible office supplies as well as W-2 blocks to seamlessly integrate W-2s from more than one million employers. Drake®. To view forms, follow the steps below: Select File > View; the "EF Selector" dialog opens. 1. 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. Click here to add an E-File Option to your current MI Sales Tax Express. window. View Details. Right click on the file named DrakeYY_Federal. Want more options? Check out our complete selection of Drake folders and envelopes, TaxWise folders and envelopes or TaxWorks folders and envelopes. Browse to the graphic image you want to use, select the image file and click Open. Work with Drake Documents – Store and access tax forms, returns and documents in Drake Documents, your digital filing cabinet. Enter a custom folder name. Converting Client Files: You will see two icons on your desktop, 2016 ATX Conversion and 2016 ATX Conversion Instructions. Drake Tax Software: Drake Compatible Tax Folder Midnight. Folders are constructed of 80 lb. Tax Software Envelopes. 20. The windows are positioned to align with the cover sheet produced by your software package. Create, organize and find documents, without ever needing a paper copy. Click OK. Purchase compatible office supplies as well as W-2 blocks to seamlessly integrate W-2s from more than one million employers. 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). • Customizable cabinets and folders • Backup utility Document Management and Storage 2022 Readers’ Choice Awards. Click here to add a Network Upgrade to your existing Software Order. Drake Tax offers several tax package. M1 x18. However, 1099 IRS Copy A, 1098 IRS Copy A and 1096 IRS Copy A require pre-printed "red-line" forms. Select New Report. 2. 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. Click the appropriate icon to install Drake Tax or Drake Accounting. More Details; Request Sample; Priced Per Quantity (Each) 50. Page of 1. Affordable, high-quality presentation folders and document covers for client income tax returns. Click the plus sign to open the client’s . Technology. 4 1/2" x 10 1/4" Wallet-Style Document Folder. Enter the New folder name and click OK. Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer®, Crosslink®, TaxWise®, Accutax® and. Drake Tax and supplementary programs such as Drake Accounting, Drake Portals, Drake E-Sign, and GruntWorx. Get. . I bought into Drake Tax this year without realizing it is a locally hosted program that only lives in your computer, and thus cannot communicate with other Drake Tax Software and sync up the data like QuickBooks. Related Stores. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax Software. For. Software-compatible window folders. Support – 1" Expandable Tax Return Software Folders. 4 1/2" x 10 1/4" Wallet-Style Document Folder. Choose from 4 formats: Side-Staple, Top-Staple, Pocket Only, or Expandable, and customize with foil-stamped personalization. It does not, however, function outside of Drake Software, so it cannot be used with other software programs such as Microsoft Office. Drop Air Freshener. The windows are positioned to align with the cover sheet produced by your software package. Think of Drake Documents' file structure as a virtual filing cabinet where files are saved within folders. Choose from various colors, sizes and styles to suit your needs and budget. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Set file expiration dates and customize default expiration dates. Please call (828) 524-8020 for assistance. Open Lacerte. 25" H x 1". We’ll share best practices that are essential for a successful move to Drake. The BEST expansion tax software folders available. Features & Specs:Masterdatadirect. If you have selected the incorrect folder, press the back arrow to return to the folder selection on the Files tab. 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. After the PDF is printed, a dialog box displays the client's Drake Portals folders. com Drake Software requires certain files be located on the same computer used to transmit tax returns. 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 files are stored as a PDF, so users must print to the included. Click Upload File (s). Select Yes to begin installation. On the right side of the Drake 20YY Update Manager window choose the radio button Off under Automatic Updates. with TheTaxBook ®, the tax research product that has received the highest rating from CPA Practice Advisor readers since 2013. Drake Software – Drake Document Manager. Create a new folder on your C: drive named ConversionData before you begin the backup process (For example, C:ConversionData). In. Expanding Folder w/ Fold Down Tab. 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. More Details; Request Sample; Priced Per Quantity (Each) 50. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Generate a folder cover sheet on which is printed the taxpayers’ names and the name, address, and phone number of the preparer’s firm. If using Chrome, press CTRL + J to show the recent downloads and then choose Show in Folder to access the save location directly. However, 1099 IRS Copy A, 1098 IRS Copy A and 1096 IRS Copy A require pre-printed "red-line" forms. Although uninstalling Drake Software removes most of its files and folders, some leftover files may still remain on your computer. . That way, your Drake. 1. 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. Includes any combination of Individual 1040 and Business tax returns up to 400. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. In Drake Tax, the option is available in the Backup and Restore dialog box. 1099R x42. Sort By: Page of 1. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. The windows are positioned to align with the cover sheet. 500. 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. comes in many different variations. Support –Drake Software blog for tax pros, covering tax, IRS news, and more. Click New Folder. Current year. Click New Folder. 39. (SSDWXX) for Drake and TaxWise Tax Window Folder with Dimond Design Side-Staple Tabs with Pocket (LA40XX) for Lacerte and. 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. to continue. i Drake Tax includes more than 6,000 federal and state forms and schedules: • 1040 • 1040-NR • 1041 • 1065. Looking for Drake Compatible Folders ?Purchasing – Make tax return preparation easier by purchasing . Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. 1" Expandable Tax Return Software Folders. TaxCalcUSA offers One-stop shopping for all your tax. Select Letterhead (All Packages). Windows align with tax software-generated cover sheets. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. Drake Tax Folders. Table of Contentsshipments from Drake Software. 75"W x 11. Find tax folders and window envelopes that are compatible with Drake software coversheets. From the Home window in Drake, go to Setup > Data Locations to open the Data Locations dialog box. m. See below for some common settings, options, and troubleshooting for the Drake PDF printer. An EFIN should not be used at more than one fixed location, e. TAXWISE & DRAKE CLIENT FOLDERS W/ POCKET (DRK GREEN) EXTRA CAPACITY 120 SHEETS (EACH POCKET HOLDS 60 SHEETS). 5" when folded. 866-670-8471John Higgins. Right-click and select Create New Folder. 100. Oval Air Freshener. Select the department you want to search in. 25" H x 1". pdf file). 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. Queen. Accounting Module. The displayed structure represents what is created when you add new returns to the software. The "View/Print Tax Return" dialog opens. Drake Tax » Drake Documents ». Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxSlayer, TaxWise, and Ultimate Tax Software. Our customers know they can rely on Drake for comprehensive product excellence and value. Note: After you have installed Drake Software and begun using it, you should change data locations only under the direction of Drake Support. Linen Folders available in 3 colors. Tax return folders at discount prices – no coupon needed. 95 per year, per 25 GB. 1000. . 29. Get a special . It's perfect for client organizers. Click OK. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, TaxWorks, and Ultimate Tax software. 17Nelco provides Drake compatible supplies - tax folders, envelopes, cards, CD tax return envelopes and labels, specialized post cards, blank 1099s, blank W2s, and several other products. Produce a summary of the taxpayer's bill with each. Click the icon to Install Drake 2013 Tax Software. We offer the largest assortment of tax return folders for accountants available online today. The die-cut double windows align perfectly with software-generated cover sheets by AccuTax, ATX, CCH ProSystem fx, Creative Solutions, Crosslink, Drake, ExacTax, Intuit, Lacerte, OLT Pro. Make sure that your Drake software is not in read only mode. Enter a custom folder name. From the Report manager, create a custom report that includes all the client data you want to move to TaxDome. 1. New 18321: 2023. In some cases, an OS that is released after the software's release may not produce the needed desktop icon. Click Add. pdf is a comprehensive guide for Drake Software users, covering topics such as installation, setup, data entry, e-filing, printing, and troubleshooting. The administrator can also click Reset Password on the preparer setup screen in any year of Drake Software. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. Nelco also provides products compatible with Drake Accounting. 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. Drake Documents supports many file types and allows you to import or scan files into your configured structure. In the Drake Portals pane, click on the Files tab and open the folderDocuments to Preparer. exe; DrakeAccounting20YY. Shop smart and save with Drake Software coupons, promo codes, and discount codes on Sociablelabs. Nelco partners with over 100 software companies ensuring users receive compatible and compliant forms, or electronic filing solutions, that meet their needs. Drake runs quickly and covers our needs for tax preparation. 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. More Details; Request Sample; Priced Per Quantity (Each) 25. Window folders for tax software. com). Drake Tax Folders & Envelopes. 1. 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. Blue Linen. Authorized Site for Drake Compatible Products. 2022. . Then make the following selections: The Drake Tax Software locationto which you would like to install the program,Oval Air Freshener. e-Sign x20. Pocket folders, document covers and more. - 5p. a. 29. 1-212-473-7338. The windows are positioned to align with the cover sheet produced by your software package. 6. 17 These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Drake®. They can download it from there. exe (where Z: is the network server and YY the software year) and select Send to > Desktop (create shortcut). This electronic manual has been developed for Drake clients to provide clear, easy-to-find instructions and guidelines for using th e software. and find your client. Tax Return Folders for Tax Professionals. The windows are positioned to align with the cover sheet produced by your software package. TaxTime USA offers comprehensive software programs for businesses needing to report sales, unemployment and personal property taxes easily and cost effectively. In Drake Accounting, make the client you want to sync to Portals the active client. This includes client data files, print files, database files and transmission files. 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. $ 2. Locate and right click the DT folder. Service Resources. The windows are positioned to align with the cover sheet produced by your software package. All the client's folders, as well as files, are permanently deleted and cannot be restored. It uses the latest computer technology and provides business flexibility and agility. GreatTax™, Drake ® TaxWise® and. We carry a full line of 1099 Forms, W-2 Forms, Payroll Software, Tax Folders, Tax Covers, Envelopes, Checks and Office Supplies. • Customizable cabinets and foldersIf you want to include your Drake Documents files, select Include DDM. To change the name of the new folder, select the folder and click Edit. Drake, TaxSlayer, Refunds Today, Accutax, Crosslink, Ultimate Tax;. ; Set the drive and folder for your backup to. Finish: 80# burgundy stock. needs are met prior to the start of a new tax season. Seamless integration with Drake Tax Software. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Request Your Free Sample Pack. Left-click on "Map network drive. Locate the share-point folder on "MyServer" and right-click on it. Drake Documents is integrated with both Drake Tax and Drake Portals, making it efficient and easy to use. Window Folders for Software More Info › Multi Purpose Folders Other Multi Purpose Folders. To delete the new folder, select the folder and click Remove. ; Right-click any record and. QuickBooks Checks & Supplies. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process a high number of individual and. Drake Software®, Drake Tax®, Drake Documents®, DrakeCPE®, and DrakePortals® are. 100. Click New Folder. Order a minimum of 50 folders / multiples of 50. 1. New 18313: 2023. The Drake Copy EF Returns to Disk dialog box opens. - Drake Tax includes more than 6,000 federal and state forms and schedules, including:. 29. com). Insert the 2013 Drake CD into the CD drive. E-Pay. Expanding Folder w/ Fold Down Tab. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928shipments from Drake Software. Due to nationwide paper shortages, folders may be produced with a slight variation in color or finish. Drake Software – Drake Document Manager. 5 Stars. 500. Client – Sending a File. • For either cabinet, we recommend that you select Allow Drake to set up Docu- ment Manager Client Folders. We offer the most complete assortment of Software Folders and Tax Envelopes compatible with the most popular preparation. Window folders are guaranteed compatible with: ProSeries™ and Lacerte™. 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. 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.