User's Manual - Drake Software

Additional Products
Drake Software User’s Manual
bar in Drake Software, click Import > GruntWorx Populate Job.) The forms
available for this service include:
W-2 1099-B 1099-SSN
W-2G 1099-G 1120S K-1
1099-MISC 1099-K 1165 K-1
1099-INT 1099-R 1041 K-1
1099-DIV 1099-RRB 1098
NOTE
Unreadable or handwritten data on a supported form will not be
imported.
GruntWorx Payment
• Trades — With Trades, brokerage information from consolidated 1099s and
stand-alone 1099-Bs can be extracted, put into an Excel file, and imported into
Drake Software through a process similar to Drake’s Schedule D Import function.
(From the Data Entry Menu toolbar in Drake Software, click Import > Schedule
D Import/GruntWorx Trades.)
Payment for GruntWorx is through the use of tokens. Each use of a GruntWorx product
costs one token. For instance, it costs one token to organize a client’s documents
using Organize, and it costs another token to add Populate for the same client. Adding
Trades to import brokerage data costs one additional token for every 50 trades.
To purchase tokens, go to Support.DrakeSoftware.com, (or click Support from the
Home window of Drake’s tax software). From the blue sidebar menu on the Support
page, select My Account > GruntWorx Integration. Scroll down to Token Pricing.
The retail price is $5 per token (sold in multiples of 10 only) with the per-token price
decreasing for larger purchases. (See Table 13-5 on page 359.)
358 Tax Year 2012