GruntWorx LITE

Affordable solution for all tax offices and tax software programs. Scan in the client’s source documents or transfer from your client portal and get back digital workpapers sorted and organized in a matter of minutes.

With it’s web-based UI, users are able to quickly and accurately review data at their own pace. Add Populate, Trade Details or Trade Summary to GruntWorxLITE for a completely automated tax prep experience!

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GruntWorx Populate
SUPPORTED FORMS
Forms Drake Ultratax Profx Lacerte GoSystem CCH Axcess
W-2
W-2G
1095-A
1098-Mortgage
1098-E  
1098-T  
1099-MISC  
1099-NEC  
1099-B
1099-G
1099-DIV
1099-INT
1099-R
SSA-1099
1099-OID
Consolidated 1099
1120S K-1
1065 K-1
1041 K-1
5498      

A quick and easy solution to automatically create digital workpapers with options for GruntWorx Add-Ons

GruntWorxLITE is a low-cost, fast solution that makes converting to a paperless office easy by including all the features and benefits of the standard VERIFIED product but without GruntWorx Staff validation. For Supported Tax Software, GruntWorxLITE gives customers the option of adding Populate to automate Form 1040 data entry. The data is validated by the customer in a user-friendly application specifically designed by GruntWorx. The turnaround time is just a few minutes, so you can process forms while your client waits.

Add Trade Details to GruntWorxLITE to automate Schedule D/8949 data entry. Whether your client has 5, 50 or 500 stock transactions, Trade Details will extract them and have them ready for your review in the GruntWorx validation tool in just minutes!

Reduce 10s/100s/1000s of Trades into a single summary sheet! Add Trade Summary to your GruntWorxLITE job to input 8949 category totals directly into the Self-Validation tool for import into any tax preparation software. Use the Auto-Fill feature within GruntWorxLITE to input short-term, long-term and undetermined covered and non-covered trade totals that exports to a standard Microsoft Excel® file.

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Key Features:

  • Do-It-Yourself automated data entry product
  • Ready for review in minutes
  • Use at your own pace
  • Check and edit data in a user-friendly web-based application
  • Lowest cost solution

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Compatibility

GruntWorx Populate is currently available for integration with Drake Software, GoSystem Tax RS, ProSystem fx Tax, Intuit Lacerte and Ultratax CS (desktop setup). Click here for more information on using GruntWorx with UltraTax CS.–>

To learn more and register for a free demo, please contact GruntWorx sales at 1.877.830.6059 x2.

Compatibility

  • For the Organized PDF:
    • Any Tax Software
  • For Trades Add-Ons:
    • Any Tax Software
  • For a Data Import File:
    • CCH Axcess™
    • CCH ProSystem fx®
    • Drake Tax Software®
    • GoSystem Tax RS™
    • Intuit Lacerte®
    • UltraTax CS™
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GruntWorx, LLC.