User's Manual - Drake Software

Drake Software User’s Manual
Additional Products
Table 13-5: GruntWorx Tokens and Drake’s Discounted Costs
Tokens Retail Discount Cost Per Token
10 $50 $50.00 $5
50 $250 $200.00 $4
100 $500 $350.00 $3.50
150 $750 $487.50 $3.25
250 $1,250 $750.00 $3
500 $2,500 $1,250.00 $2.50
NOTES
Tokens expire December 31 of the year following the upcoming tax
season. For example, tokens purchased January 2013 expire December
31, 2014. Tokens purchased in different years are spent in a “first
in, first out” order, meaning the older tokens are automatically used
first.
Master EFINs can purchase tokens for their sub-EFINs or allow the
sub-EFINs to purchase their own tokens.
GruntWorx Process
IMPORTANT
Add all the necessary documents before submitting a job to Grunt-
Worx. You cannot amend, or submit an addition to, an already
submitted file; instead, you would have to resubmit the entire file
as a new job and pay the appropriate amount in tokens.
Uploading
Files
You can upload documents from a single client or do “batch” uploads—submitting
documents from several clients at once. Select documents from the various clients’
files or Working Cabinet document pane, or scan new documents not previously
saved.
NOTE
Document-feeder scanners are recommended for use with GruntWorx.
For special pricing on Fujitsu scanners for Gruntworx customers, go to
www.1st-in-scanners.com/gruntworx.
Selecting
Documents
To select documents for uploading to GruntWorx, take the following steps:
1. Open GruntWorx by clicking the icon on toolbar of the Home window, from the
Working Cabinet toolbar, or from your desktop. (See “Shortcut to GruntWorx” on
page 338.) The GruntWorx window is opened. (See Figure 13-18 on page 360.)
2. At the top of the Submit Jobs tab, select a client from the Step 1–Job For drop
list. (You can scroll down the drop list or begin typing an individual client’s last
name or a business’s first name in the Job For field.)
Tax Year 2012 359