gruntworx cost. The GruntWorx system flags individual pages of your GruntWorx job and attaches a Customer Diagnostic Note (CDN) which are delivered to you via the diagnostic sheet. gruntworx cost

 
 The GruntWorx system flags individual pages of your GruntWorx job and attaches a Customer Diagnostic Note (CDN) which are delivered to you via the diagnostic sheetgruntworx cost Grunt

You will be notified by email when the job is ready . Import Transactions. Refer to the videos and links below for. Go to the Drake Software Support Website > Purchasing > GruntWorx Integration to get more information about pricing. Unprecedented accuracy with GruntWorx’s patented Data validation services. To select documents for uploading to GruntWorx, take the following steps: Open GruntWorx by clicking the icon on the toolbar of the Home window of Drake Tax. GruntWorx can handle most tax office document organization and data entry, freeing tax professionals from time wasted on a clearly tedious task. Avalara. Search reviews. Email. For professionals dealing with trade data, GruntWorx offers powerful tools that simplify the process. GruntWorx LITE products are a great, cost-effective way to implement AI-powered automation in your tax prep office!Get started with using GruntWorx in Drake Tax by following the directions found in the quick start tutorial. didn't purchase gruntworx but did get the portal, so far so good on that, but the organizers are only so-so. GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in productivity. This number represents the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. GruntWorx turnaround times are updated daily to provide you with the most up-to-date wait time. 18 The XML file contains your Populate Job extracted data. GruntWorx pricing is calculated on a per-trade basis. Lacerte is a bit quicker as far as processing time. 6059 ATTEND A WEBINAR Webinars are a great way to brush up on using GruntWorx and learn about any changes to. 890. 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns $49. All Other Tax Windows Users: From your GruntWorx Dashboard, click Settings in the top law kante. This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. This will cost 5 cents per page processed, even if they were included in the original submission. 11044: GruntWorx - Missing Information and Data. Make sure you do not apply a password during the scanning process. See the cost of the job if. • Once the pages have been processed through the GruntWorx software, the. Trade Import Summary: GruntWorx Trades. They also have discounts if you buy early in the year. Populate LITE is designed to give you the benefit of automating select data entry, but with a do-it-yourself product featuring a quicker turnaround time and lower cost. TIP: To find the cost-per-client information for processing a return, click on the Job Status tab and uncheck the. Take the data entry out of tax preparation. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. • Run a Job Cost Report by selecting start and end dates and click-ing download report Inventory • Add or edit users in the Manage Users tab. on all of the players in tax document automation. $6M. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. > GruntWorx Populate makes use of the CCH Axcess Export/Import functions found within the tax software Considerations for. Preparing to Use GruntWorx. Pricing for GruntWorx products varies depending on the number of pages, forms, or trades that you need organized. 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. COST PER WORKSTATION, FIRST YEAR* 1-9: $200: 10-24: $180: 25-49: $160: 50-99: $140: 100+ $120: 250+ Contact Us: Ready to invest in this time-saving tool? submit. As you explore our range of products and services here at GruntWorx®, you may have already observed that we've divided them into two primary categories: Self-service and full-service. Drake users can get $40 free trial credit when activating their GruntWorx Account on the Drake Software website. Populate. Veteran-owned and operated, we always provide the absolute highest quality of service and guarantee your. The estimated total pay for a Tax Data Entry Clerk at GruntWorx is $40,233 per year. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. There. Estimate your Gruntworx Purchase Price: Describe a model return that you'll be processing (you can define multiple returns) Enter the # of returns of each type you'll process Add. Call Drake Support for assistance at 828. Validated by GruntWorx when used with Organize or Populate. Populate LITE with Trades Details. Scan documents at 300 dpi. The GruntWorx system flags individual pages of your GruntWorx job and attaches a Customer Diagnostic Note (CDN) which are delivered to you via the diagnostic sheet. This Brother compact desktop scanner's 20-page capacity auto document feeder and dedicated card slot make it easy. Once a job has been canceled, the user is not charged for the submission, and the details for the job are hidden. Lower cost with fixed price per Brokerage. Following the. GruntWorx Organize LITE. A quick and easy solution to automatically convert scanned tax documents into digital work papers that are organized, bookmarked and labelled. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. What you get: • Your client’s tax forms - identified, labeled and organized in the order of a 1040 and returned in a bookmarked PDF • A Pointsheet (spreadsheet) with all data extracted from the client source. Job Costs are now available on each client’s row. com | 877. The application displays Step 1 of the process. NET Framework version 4. E stimate your costs on the GruntWorx website. Reduce time spent on data entry after scanning with automated population. TIP: This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. Visit the GruntWorx section on the Drake Support site for more information (Drake Support login required). Sales. Worx. 13 You will see that your client now has a plus sign by their name. Most returns cost less than $10 to send to Gruntworx in my office. People LITE - a do-it-yourself product featuring a quicker turnaround time and lower cost than to traditional Populations item. The cost will be that of a new job. TIP: To find the cost-per-client information for processing a return, click on the Job Status tab and uncheck the. This will cost 5 cents per page processed, even if they were included in the original submission. If Trade or Populate files in a former job were already imported into the Drake Tax Software, you should delete the screens populated (such as W2’s, 1099’s, 8949) before re-importing the Trade or Populate files in the new. Cost: GruntWorx is economical, especially when using the LITE products. Please call Sales for details, or you can use theFollow these instructions to sign up for the GruntWorx free trial or use Organize, Organize LITE, Populate, and Trades with Intuit Lacerte tax software. Total Pages. Inventory • Add or edit users in the Manage Users tab. Example of Report: 12 When the download is complete, go to Drake Documents and find your client. GruntWorx allows the user to select from three types of jobs Organize Lite – Our quickest turn-around and most cost-effective product. Clear cookies. From your GruntWorx Dashboard, click Settings in the top right corner. Go to the Drake Software Support Website > Purchasing > GruntWorx Integration to get more information about pricing. Learn how Drake Tax Software users can find the cost of a GruntWorx job that has been submitted. Select the Form 8949/GruntWorx Trade option. Not supported for import into other return types. New Orleans. With our refund transfer program, you can get 50% of your prep fees up to $300 the next business day once the IRS accepts the tax return. GruntWorx Organize is an easy-to-use, accurate, and affordable solution that meets the needs of tax professionals in any size firm. Go to Manage Users. If you choose Or-ganize, you will. It is accessed from aforementioned GruntWorx logo for the home. That being said, there are great resources provided by. Here at GruntWorx, we want to support your tax office for a successful season, no matter the size of your business. Job Status. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Handwritten notes to the preparer are recognized by the GruntWorx system and will be classified as such. This is a great way to see individual costs at a glance • Change Your GruntWorx Password here TIP: Passwords expire every 90 days. GruntWorx. è To continue set-up,. . Uploading and Downloading It’s as easy as 1,2,3. GruntWorx Organize LITE Organizes, bookmarks, and. Please call Sales for details, or you can use theThe Sec. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Sales. 0, using GruntWorx PDF file output. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. The Organize product also offers the option of. 2023. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. GruntWorx Overview. Inventory • Add or edit users in the Manage Users tab. 00. What you get: • A PDF of your client’s tax forms - identified, labeled and organized in the order of a 1040 and returned in a bookmarked PDFreference for the ongoing use of GruntWorx to populate 1040 client tax forms into GoSystem Tax RS™ 1040 tax software client files. Please call Sales for details, or you can use the ; Store; button to access tools to help you estimate your needs. This feature is crucial since it also eliminates the data entry errors. We do offer alternative options, Expedited Service as well as Populate LITE, which has virtually no turnaround time. E stimate your costs on the GruntWorx website. See the GruntWorx section on the Dragonhead Support side for more request (Drake Support login required). Most conversions are just a few simple steps. At this time, an annual payment option is not available. GruntWorx provides a diagnostic sheet or diagnostic notes that identify job issues. Service Resources. From the return's Data Entry Menu, click Form 8949 GruntWorx Trade from the toolbar Import button. 6059 • Receive. To select documents for uploading to GruntWorx, take the following steps:. 0. name, status, the date it was sent to GruntWorx, the date it was downloaded from GruntWorx, the product used, and the costs. GW Lite - Insert Additional Scanned PDF Documents Into an Organize PDF. è To continue. ago. Click the plus sign to open the client’s GruntWorx folder. Drake users must register and purchase at their site. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928800-291-2136 2012 Overall Rating 4. Using GruntWorx Within Drake Software Below are the instructions to walk you through using GruntWorx within Drake Software. And I was thrown into a tank of sharks blindfolded, and really was just told . Reduce review time by only having summary information extracted. After submission, validate the Populate LITE data with a user-friendly application specifically designed by GruntWorx, then simply import that information into the tax return. The job will not be charged. To find the cost-per-client information for processing a return, click on the . Filter by rating. While this certainly has value, IMO there is just as much value in the standardized, bookmarked tax return workpapers that these products produce. Hide downloaded jobs. Address. Includes: Hosting for Drake Tax, Drake Accounting and associated applications (software licenses sold separately) 40GB of storage per user. Products. Whether your client has 5, 50 or 500 stock transactions, Trades LITE will extract them and. No, once a job has been submitted to GruntWorx, it cannot be changed. You do not need to open this file. Calculation results and full return view just a click away. Contact vendor. Cost - The only hesitancy I had was the investment this year. Self-Validate when used with Populate LITE at no extra cost. o Does not include human validation or population of tax data. Run reports on job prices See the price ofGruntWorx. Top Questions. How to Set up a GruntWorx Account. 00/brokerage if adding to an Organize or Populate job, or at no extra cost with. 00 MB, 3K views. Trades summary. Created Date:GruntWorx Support: (828) 349-5505 Drake Accounting: (828) 349-5900 (for help with your Drake account) Drake Accounting Software: (828) 349-5908 (for help with the Drake Accounting software) Conversions: (828) 349-5546 Drake Sales: (800) 890-9500. GruntWorx is well suited for accounting firms of any size; offering easy integration with a variety of tax programs including Drake. How to Set up a GruntWorx Account. You can listen to music and just focus on work. How to Set up a GruntWorx Account. Supported Form Types : 1099-B: Consolidated 1099 Brokerage Statements:I do not have a huge practice, but it Gruntworx is cost effective and accurate, maybe I should look at using it. Take the data entry out of tax preparation. 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. Calculation results and full return view just a click away. “And GruntWorx. Specialties: Gruntworx Lawn Care, LLC provides lawn maintence from San Antonio to Canyon Lake and just about anywhere in between! We are veteran owned and operated and pride ourselves on unbeatable customer service and competitive pricing. TIP: The GruntWorx Agent will access the client tax file in UltraTax to retrieve the client’s proforma info and submit the job to GruntWorx IMPORTANT: If the GruntWorx Agent does not find the client SSN/s, the user will be asked to browse to a different data path. Scan in black and white. GruntWorx pricing is calculated on a per-trade basis. GruntWorx offers a calculator on its website that lets you calculate the cost of any job prior to submission so you’ll know what it will cost. GruntWorx and TicTie Calculate can provide you a complete, efficient end-to-end solution for processing paperless 1040 Tax Returns and related workpapers. After submission, validate the Populate LITE data with a user. Here are instructions to help Axcess users sign up for a Free Trial of GruntWorx and instructions for how to use GruntWorx with CCH Axcess tax software. They also have discounts if you. Drake Software’s integration with GruntWorx makes it possible to import scanned documents when filing returns rendering data entry easy and reduces paperwork. 5 out of 5 stars 5 star 33% 4 star 33% 3 star 0% 2 star 33% 1 star 0% See all 3 Gruntworx reviews 3 reviews 3 discussions Save to My Lists Claimed This profile. We think of it as the secret to our success - and yours. Select Product Help for details each job type. Drake Tax is loaded with features to help you manage workflow and efficiently prepare and file tax returns. 800. è To continue set-up,. Note: If you’ve already signed up for a free trial you won’t see this sign up, instead proceed to the next section, Using GruntWorx within Drake Software. statements into a standard Microsoft Excel file to import into any. è To continue set-up,. user more flexibility to control cost. For assistance with using GruntWorx inside Drake Tax, contact Drake's GruntWorx Support line at (828) 349-5505. Since identity thieves have a number of ways to convert your personal information to cash, it may be time to add a…Read more ›GruntWorx as a Populate job, where it is validated by US-based . Inventory • Add or edit users in the Manage Users tab. If a form is received that is handwritten, such as a W-2, and the image is readable it may be read and handled as a form. Related Articles. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. Proceed to the next section, Using GruntWorx within Drake Software. 8949 code – Some brokerage statements have complicated reporting formats. Here are instructions to help Lacerte users sign up for a Free Trial of GruntWorx and instructions for how to use GruntWorx with Intuit Lacerte tax software. Scan all documents to PDF. Edit your existing Organize PDF to insert scanned copies of the new documents and adjust the bookmarks. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. GruntWorx Trades SummaryHere are instructions to help ProSystem fx users sign up for a Free Trial of GruntWorx and instructions for how to use GruntWorx with ProSystem fx. Start a Free Trial Today! Populate LITE is designed to give you the benefit of automating select data entry, but with a do-it-yourself product featuring a quicker turnaround time and lower cost. Or, if you choose, you can cancel the job. Shortcut keys and macros simplify data entry and reduce keystrokes. Reviewer Mary Girsch-Bock also gave GruntWorx high marks in the remaining categories: Paperless Workflow (4. 4. Here you should see your client ID, client name, and completion status. Most returns cost less than $10 to send to Gruntworx in my office. The 10% carryover is a sales tactic to get you to renew. Organize LITE is a low-cost, entry-level solution that makes converting to a paperless office easy by including all the features and benefits of the standard Organize product but without human validation. Gruntworx. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Estimate your Gruntworx Purchase Price: Describe a model return that you'll be processing (you can define multiple returns) Enter the # of returns of each type you'll process. the Total Cost of Ownership (TCO) is usually lower than. The Organize system costs $5 per use (regardless of the number of source. The Populate feature costs 75 cents per form. Cost Basis Click into the first row of the Cost Basis column and use the down arrow key to verify cost basis amounts. 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns $49. GruntWorx is well suited for accounting firms of any size; offering easy integration with a. Please call Sales for details, or you can use the PURCHASE GRUNTWORX button to access tools to help you estimate your needs. Less than 1% of firms can find enough staff GruntWorx and go to the Job Status tabbed. You may use your tokens until they expire but you may also convert your tokens to dollar credits. pdf 1. Upgrade your home office setup with this Brother compact desktop scanner. TIP: To fi nd the cost-per-client information for processing a return, click on the Job Status tab and uncheck the Hide downloaded jobs box. 1 year. We lent over $500M in taxpayer advances last tax season and over $70M in tax office loans! Call us today to see how EPS can provide the best payment solutions for your business: 877-801-4411. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. xml input file. How to Set up a GruntWorx Account. GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. Worx. GruntWorx can read black and white scans more accurately than gray scale or color, and black and white provides a smaller file size. Unprecedented accuracy with GruntWorx’s patented Data validation services. Individual brokerage statements and Forms 1099B can be a nightmare for any tax practice, but fortunately, GruntWorx Trades is a dream come true. 6. GruntWorx tested the creation of tick marks in Adobe Acrobat Standard 10. My first year as a Team Lead. Grunt. In contrast, Intuit ProSeries Tax charges $1,299 per year for its Basic Unlimited plan, $1,317 for its Basic 50 plan (the equivalent of the Power Bundle plan), and $908 per year for its Basic 20 plan (the equivalent. name, status, the date it was sent to GruntWorx, the date it was downloaded from GruntWorx, the product used, and the costs. Find support for your Canon imageFORMULA DR-S150 Office Document Scanner. What you get: • Your client’s tax forms - identified, labeled and organized in the order of a 1040 and returned in a. If chosen, a 100% premium will be added to the cost of the job, however, the job is guaranteed to be processed before non-expedited jobs. Please call Sales for details, or you can use the ; Store; button to access tools to help you estimate your needs. System Requirements: To use GruntWorx, a computer meeting Drake Tax. quick reference for the ongoing use of GruntWorx Organize and GruntWorx Populate for use with CCH Axcess™ 1040 tax software. They SUCK! Stay away from them. Specialties: GruntWorX Exterior Cleaning provides power washing services in Jacksonville, FL, and surrounding areas. There are no upfront costs, fees, or commitments. Standard Populate charges apply and the turn-around time will be subject to normal wait times. Organize LITE is a low-cost, entry-level solution that makes converting to a paperless office easy by including all the features and benefits of the standard Organize product but without human validation. Click Refresh or close and reopen GruntWorx to check job status. From your GruntWorx Dashboard, click Settings in the top right corner. GruntWorx staff. If you choose Or-ganize, you will. Populate LITE will cost $0. GruntWorxOrganize LITE. If only the loss amount is available,. If chosen, a 100% premium will be added to the cost of the job, however, the job is guaranteed to be processed before non-expedited jobs. And audit firms will continue to bump up audit fees to meet the demand of cost and to retain talent. try to print the document, scan the print to PDF and use the scanned PDF file in place of the original. Drake ProtctionPlus Firm-Level. See the GruntWorx section on to Draft Support company for further information (Drake Support get required). 8. Email/Calendar: Office 365. While this certainly has value, IMO there is just as much value in the standardized, bookmarked tax return workpapers that these products produce. Instantly identify any trade missing a cost basis Easily import details into the leading tax preparation software package GruntWorx Trades automatically transforms scanned 1099 Consolidated Brokerage Statements into a standard. Q: Where can I find job costs? Q: What assurances do you have that our data and our client's data are completely secure? Q: How do I download the completed. There are several benefits to using GruntWorx Trades Summary, including: Reduce 10s/100s/1000s of Trades into a single summary sheet. the height of tax season, customers are. The application displays Step 1 of the process. GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in. GruntWorx is priced on a per-return basis, which lets firms use it for just a few client returns or across a larger number. If Trade or Populate files in a former job were already imported into the Drake Tax Software, you should delete the screens populated (such as W2’s, 1099’s, 8949) before re-importing the Trade or Populate files in the new. Whether you’re just getting started or looking to take your paperless tax workflow to the next level, this resource section will be a one-stop-shop where you will be able to find relevant white papers, case studies, and other tools to help. on all of the players in tax document automation. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. Self-Validate when used with Populate LITE at no extra cost. E stimate your costs on the GruntWorx website. Example of Report: 12 When the download is complete, go to Drake Documents and find your client. Populate LITE is designed to give customers the benefit of automating Form 1040 data entry, but with a do-it-yourself product featuring a quicker turnaround time and lower cost. Here is our internal process. 18 The XML file contains your Populate Job extracted data. With tolerant survey good, you getting an organized documents back in minutes. SurePrep vs GruntWorx Human Verification. Populate LITE is designed to give you the benefit of automating select data entry, but with a do-it-yourself product featuring a quicker turnaround time and lower cost. Attachments. The hours are very flexible (this location allows you to choose your own hours as long as you hit a minimum). I’m looking for feedback from those who have used both, and. Click here!To select documents for uploading to GruntWorx, take the following steps: Open GruntWorx by clicking the icon on the toolbar of the Home window of Drake Tax. Worx. > In the top right-hand corner of the GruntWorx Dashboard, click Settings • Each time a user logs in, a notification displays information about the current tax year, news or updates. USE THE GRUNTWORX CALCULATOR Determine the cost to process a job before submitting it with the easy-to-use GruntWorx calculator. GruntWorx pricing is calculated on a per-trade basis. Expedited Service A 100% premium will be added to the cost of the job. 00 MB, 3K views. 11 views, 0 likes, 0 loves, 0 comments, 0 shares, Facebook Watch Videos from GruntWorx: Interested in GruntWorx? Sign up for a free trial today and give it a try at no cost to you . 14 GruntWorx sends all the processed files back to the GruntWorx folder within Drake Documents. We do offer alternative options, Expedited Service as well as Populate LITE, which has virtually no turnaround time. 0 hour Subject Area 1. The cost of a Trades add-on is determined by the number of trade transactions within the brokerage statements and 1099-Bs. Already a GruntWorx user? Drake users can purchase GruntWorx dollars by clicking on the “Add to Balance” link from within the Drake Tax Software in the GruntWorx application. 04 Broadcast - Last Chance to Save on GruntWorx! Posted 5 Months Ago by BBartlett. Every return you have submitted will be here, displaying the following information: client . Lower cost with fixed price per Brokerage. Product Development. From the August 2019 reviews of tax document automation systems. GruntWorx job Selection . Please Note: This form is to register a new firm. You can listen to music and just focus on work. è To continue set-up,. If chosen, a 100% premium will be added to the cost of the job, however, the job is guaranteed to be processed before non-expedited jobs. GruntWorx Credits are debited on a per-page/per-form/per-trade basis giving the user more flexibility to control cost. Most people view these products only as a tool to automatically populate information into the tax return. 2 years. No. 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 pricing is calculated on a per-trade basis. Please call Sales for details, or you can use the Cost. Share this conversation. System Requirements: To use GruntWorx, a computer meeting Drake Tax system requirements also needs: Drake Documents. • If a user’s account gets Locked, under Manage Users, click. GruntWorx Credits are debited on a per page/per form/per trade basis giving the user more flexibility to control cost. GruntWorx Organize automatically identifies, organizes and labels the scanned tax. è To continue set-up,. Organize LITE is a low-cost, entry-level solution that makes converting to a paperless office easy by including all the features and benefits of the standard Organize product, except there is. GruntWorx is well. What you get: • Your client’s tax forms - identified, labeled and organized in the order of a 1040 and returned in a bookmarked PDF • A Pointsheet (spreadsheet) with all data extracted from the client. It’s a great add-in with similar functionality as the tools in SPBinder but way more easy to put together workpapers in Adobe. If your tax practice is massive Form 1099s with hedge funds and grantor trust letters, don't bother. Scan original documents at original size. The application will display the Form 8949/GruntWorx Trade screen, click the Next button when you are ready to continue. In the Status column of the GruntWorx Status dialog box, one of these statuses is listed: Failed — A transmission failure stopped the download. Once those documents are scanned and digitized, Trades pulls information from those PDFs and inserts it directly into your tax software–which could save you hours and even days of data entry!Introduction: GruntWorX LLC is a vet owned and operated business. Trades Summary is available at the low cost of $3. 75 stars), Integration (5 stars), and Help/Support/Training (5 stars). è To continue. The newest solution from GruntWorx, Trades LITE, allows users to have the benefit of capital gains automation – without the cost. Automatic data flow from federal return to state and city returns, with override options. The amount used for a Trades add-on are withdrawn from your balance only after the job has processed. How to Set up a GruntWorx Account. GruntWorx offers a calculator on its website that lets you calculate the cost of any job prior to submission so. Any unused units from 2021 would automatically transfer to 2022. It provides you with an . Please call Sales for details, or you can use the ; Store; button to access tools to help you estimate your needs. GruntWorx: GruntWorx is a secure web app that lets you populate and organize files such as 1099s, W-2s and trades from broker statements. To select documents for uploading to GruntWorx, take the following steps: Open GruntWorx by clicking the icon on the toolbar of the Home window of Drake Tax.