Overview

GruntWorx is a secure, web-based application that automates the time-consuming tasks of organizing data and entering it in Drake Tax. This cutting-edge technology is integrated into Drake Tax and uses Drake Documents for scanning, printing and file management. It is accessed from the GruntWorx icon on the home window of Drake Tax or from Drake Documents.

Products Available

GruntWorx offers different job types to improve your office productivity. Every GruntWorx VERIFIED Service job starts with an Organize and you can add on one or more of the other products as needed. GruntWorxLITE includes all product options in the DIY solution. See https://www.gruntworx.com/products/ for a comparison.

• GruntWorxLITE

• GruntWorx Organize

• GruntWorx Populate

• GruntWorx Trade Details

• GruntWorx Trade Summary

Using GruntWorx

To use GruntWorx, follow these steps:

1. Gather your client’s tax documents.

2. Scan the tax documents as a PDF document into the client's Drake Documents 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 sequentially.

3. Submit the job to GruntWorx.

4. For a GruntWorx VERIFIED Service job, download the completed job. If using GruntWorxLITE, use the Review Tool to verify the job details.

5. Review the bookmarks and the Excel Trade sheet for accuracy.

6. Import your client’s tax data by selecting the Import icon on main data screen of the return in Drake.

Although you can scan and upload individual clients separately, you might want to use the batch scan/upload feature so that you can scan documents for multiple clients at one time and upload them to GruntWorx together. An individual does not need tax training to perform this task.

Bookmark Order

The Organize product is a PDF that is bookmarked to allow you to immediately select and view a document. The bookmarks classify, organize, and label IRS documents in a standard order. See GruntWorx - Organized Forms for details.

Processing Time

Turnaround time depends on file size. See the Daily Wait Time Status page for updated estimates.

Payment

GruntWorx products are charged on a per-page, per-form, or per-brokerage basis, depending on which service you choose.

Detailed pricing information may be found by going to https://www.gruntworx.com/products/pricing/ or logging into the support website and going to Products > GruntWorx. Please note that the cost to populate or process trades is in addition to the cost of the organize for the same form (when submitting a GruntWorx VERIFIED Service job). Use the GruntWorx cost estimator to calculate approximate costs.

Preparing to Use

To use GruntWorx, a computer meeting Drake Tax system requirements must also have:

• Drake Documents

  • Drake Documents requires Microsoft .NET Framework version 4.7 or later.

  • If you have not kept up with regular Window updates and are running an older version of .NET Framework, you will automatically be directed to the Microsoft website, where you can download (at no charge) the newest version of .NET.

• Adobe Reader (required), Adobe Standard (recommended)

• Microsoft Excel 2003 or later (for Trades)

  • Must be the full program downloaded from Microsoft, not the Microsoft store (app store). Check to ensure that the full program is installed under your computer's control panel > Add/remove programs.

Drake Tax system requirements are detailed in Drake Tax – System Requirements.

For information about using GruntWorx as a Rightworks user, see Rightworks – Frequently Asked Questions.

Photos and Images

GruntWorx is able to process images of documents for any job type. PDF, JPEG, and PNG files are all supported. This fosters integration with Drake Portals where taxpayers can upload image files to preparers who can then use those images to send a GruntWorx job.

Scanners

Scan clarity affects the accuracy of GruntWorx products. Documents that do not scan properly are included in the Organize PDF, but they may be bookmarked "Poor Quality/Handwritten Notes" and may not permit data extraction for Populate or Trades files. See GruntWorx - Scanning Documents for best practices.

Drake Documents' features necessary for using GruntWorx are supplied in Drake Software's January release.

Troubleshooting

If the Select Client drop list is not showing all of your clients, you can correct this by repairing the index. Go to Tools > Repair Index Files (or press CTRL + R from the Drake Tax home window), then select Name Index (Client name list for File > Open) and click Continue. Make the desired selections on the Name Index Additional Options window, then click OK. When the repair is complete, the GruntWorx Select Client list has been updated with all client names.

Insufficient Dollars

You are not able to retrieve (download) a job until enough dollars have been purchased and added to the GruntWorx account to cover the job balance.

You can submit a job if the amount in the Balance Information section of the GruntWorx dialog box matches or exceeds the number of dollars that is anticipated for the job. If additional dollars are needed to cover the trades balance, once it is completed, you can click the blue Add to Balance link on the GruntWorx dialog box. This will redirect you to the Drake Software Support website> Purchasing > GruntWorx page where you can complete your purchase.

If a Trades add-on turns out to require more GruntWorx Dollars than anticipated (so that the job cost exceeds the dollars you have available), you simply need to purchase additional GruntWorx dollars before you will be able to retrieve the job.

Assistance

For assistance with using GruntWorx inside Drake Tax, contact Drake Software's GruntWorx Support line at (828) 349-5505.

For questions about GruntWorx purchases, including more specific information about costs or their refund policy, contact GruntWorx at (877) 830-6059 or review the GruntWorx website for additional options.

More information, tutorials, and cost estimators are available at Drake Support > Purchasing > GruntWorx.