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.