Follow the Steps Below to Start Streamlining Your Workflow!
Getting started is simple and easy. If you utilize a hosting provider, they will need to help with the installation of the GruntWorx Agent and Intuit-provided SDK. More information can be found in the Quick Start Guide.
Step 1: Begin by logging into your GruntWorx account and adding a single client or import a CSV file of all your clients.
Step 2: If you plan to use GruntWorx for form population, click Download Agent in the top right corner of the Dashboard. Follow the instructions to install the GruntWorx Agent and Intuit SDK.
Step 3: Drag and drop or click into the dotted box on your client’s row to upload your client’s tax documents.
Step 4: Choose your product and click Submit!
Step 5: Once your documents are processed, you can download the Bookmarked PDF and Pointsheet.xlsm. The Pointsheet contains all extracted data from the uploaded files.
Step 6: To import into Lacerte®, click Populate on the Diagnostics tab of the spreadsheet.
Watch the How to Submit & Download a Job video to see these steps in action!
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GruntWorx Product Differences
Learn About GruntWorx Products & Services or Watch This Video
GruntWorx Products include Organize, Populate, Trade Details and Trade Summary.
Organize is our base product and is included with every single job submitted to GruntWorx. This product automates the process for organizing and bookmarking tax documents. Upload your client’s tax documents and GruntWorx Organize sorts, labels and bookmarks the pages into the order of a standard 1040. The Organized & Bookmarked PDF is searchable, making record retention and recall a breeze.
Populate is the next logical step in fully automating your 1040 tax preparation. GruntWorx takes federal form data from your client’s source documents and fills in the client’s return in Lacerte Tax Software. See the list of Supported Forms & Fieldshere.
Trades helps you automatically import capital gains from a year-end brokerage statement or federal form 1099-B into your client’s Schedule D. Choose Trade Details to have every line item extracted or Trade Summary to have category totals extracted.
These products can be used in either GruntWorxLITE or VERIFIED Service.
GruntWorxLITE Service includes technology only. Choose to add on Populate, Trade Details or Trade Summary at no extra cost. Because there is no human data review provided by GruntWorx, users are responsible for the accuracy of the data that is imported. The Self-Validation Tool is provided to you to quickly and easily check each page for quality.
VERIFIED Service is our most popular solution! It includes technology plus GruntWorx Staff Human Review for a second set of eyes on the data to review for accuracy. Process any GruntWorx Products through VERIFIED Service for near-perfect results.
