GruntWorx 1040 Tax Automation and Organization Features Found in GruntWorx CORE and GruntWorx PREMIUM
Standardized Document Organization
- Auto-sort source docs into standardized bookmarks
- Consistent workpapers for record retention and recall
- Produce a clean, searchable PDF workpaper
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Automated Data Entry for 1040s
- Extract key fields from W-2, 1099, K-1, and more
- Post data to your tax software automatically
- Reduce manual entry and review time
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Summarized or Detailed Entry for Transactions
- Brokerage statement import (summary or details)
- Per-trade or per-brokerage options
- Audit-friendly output
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