GruntWorx FAQ

Drake Tax Software Users:

• Open GruntWorx and go to the Job Status tab.
• Uncheck the “Hide downloaded jobs” box.
• All of your submissions are displayed, with total job costs in the Cost column.
• To export the list to a CSV, click Export in the bottom of the screen.

All Other Tax Software Users:

• From your GruntWorx Dashboard, click Settings in the top right corner.
• Go to Manage Users.
• For each user that you want to see job costs, check the “job cost display” box and save changes.
• Close Settings and refresh your browser.
• Job Costs are now available on each client’s row.
• Click Settings to access the Inventory tab. View jobs per month or run a CSV report using Start and End dates.

Document security and data privacy are paramount to the success of our business. Our industry-leading safeguards provide the best possible assurance of the security of all data.

Our software runs on servers that are hosted at a highly secure data center that is closely monitored 24x7x365. All communications between your computers and our servers are secured with the same technology used in electronic filing and electronic banking, encrypted and authenticated using a strong protocol (TLS 1.2), a strong key exchange (ECDHE_RSA with P-256), and a strong cipher (AES_128_GCM). We use a DigiCert SSL Certificate and server-gated cryptography for strong encryption of all communication to and from our application services.

We will never contact nor solicit your clients for any reason. We will never sell or rent any information on their source documents. All your data is stored in the U.S., and is never accessible by anyone or any computer outside of the United States. Ever.

As noted in our Privacy Statement, client records may be viewed or accessed only for the purpose of resolving a problem, support issue, quality concern, suspected violation of GruntWorx’s User Agreement, or as may be required by law. Select employees permitted to view this data have passed extensive background checks, are located in secure areas within our offices in the United States (accessible only via secure passkeys), are bound by stringent confidentiality agreements, and are fully insured.

GruntWorx products are also IRC Section 7216-compliant. Tax Professionals using GruntWorx products in the preparation of a return are not required to have clients sign a written consent to use or disclose tax data. The use of the GruntWorx products is permitted as a tax preparer to tax preparer disclosure described in Treasury Regulations Section 301.7216-2(d)(1) since all of GruntWorx service providers are located in the United States and GruntWorx Populate provides an auxiliary service in connection with the preparation of tax returns that does not provide substantive determinations or advice affecting the tax liability reported by taxpayers.

We hope this gives you confidence that GruntWorx manages this sensitive data with the utmost care and integrity.

Depending on your browser settings you can download and save the processed files in multiple ways:

1. Saving without opening the file:
   1. From the Dashboard, click on the client name to access the “Client Details Page”.
   2. Click on the “Processed Files” tab.
   3. Click on the first file and select a destination. Repeat if there is a second file to be downloaded
   4. Or, click on the “Download all” button found at the bottom of the page.
2. Saving the opened file:
   1. From the “Processed Files” tab on the Client Details Page, open and save each of the files using the “Save As” function in each document.
3. Download multiple clients files at once:
   1. From the dashboard check the box on the left of each of the clients you wish to download.
   2. At the top right of the Dashboard, click on the “Batch Actions” drop down menu
   3. Select the “Download Completed Files” option, confirm the selection and save to the desired location.

Note: To download all client PDFs in your account, this process will need to be repeated for each page of clients. Use the page control buttons on the right, above the header bar or below the client list, to navigate between pages of clients.

To create several new records at once, upload a CSV spreadsheet of your clients’ identifying information, including First Name, Last Name, Spouse Name and Client ID.

Note: The CSV file should not contain these fields as headers; only the client information in separate columns following the above sequence. The maximum number of client records per upload is 500.

You can create a CSV spreadsheet by creating a spreadsheet in any industry‐standard spreadsheet program, and saving it with a CSV file extension. Do not save the file with a TXT extension. In Excel: Save As > Other Formats > CSV (Comma delimited) (*.csv)

Formatting the fields:

You must complete each field under the Last Name, First Name, Spouse Name and Client ID columns for every client to create a valid file. No field may include commas.

When you ‘Print to’ a DMS, it only sends the original file pages to the DMS, and leaves out any bookmarks, notes, annotations, etc. If you ‘Save to’, ‘Copy to’, or drag-and-drop the files into your DMS folders, it will keep the bookmarks.

If you choose to repaginate organized documents, GruntWorx Organize will change the order of the input tax documents in the organized output file to match the order of the bookmarks. From there, printing the pages in the PDF will match the order of the bookmarks.

If you do not choose to repaginate organized documents, you can follow these simple steps to print out the documents in the organized PDF in the order of the bookmarks in any industry-standard PDF file:

1. Open the PDF
2. Click on the bookmarks icon so all of the bookmarks show
3. Select and highlight the first bookmark
4. Hold down the <Shift> key and click on the last bookmark to highlight all the bookmarks (Note: only the Chapter headings will be highlighted)
5. Right-click on the mouse, and select ‘Print’
6. The pages will then print in the order of the bookmarks

You can also use the standard Microsoft keyboard shortcut to select all bookmarks.  Click on any bookmark. Then use the keyboard shortcut <Ctrl> A to select all bookmarks.  After all the bookmarks have been highlighted, Right-click the mouse and select Print on the menu.

Please note that this is not a standard procedure supported by GruntWorx, but it is a feature in any industry-standard PDF writer.  More information can be found in the Adobe Acrobat ‘Help’ section, in the Bookmarks tab under ‘Print.’

Currently, the size limitation is 150 MB per PDF and a maximum of 15 files per submission. For PDFs larger than 150 MB we recommend you split the documents between two or more PDFs, taking care not to make the splits in the middle of Consolidated Forms 1099 or multi-page Schedules K-1.

To achieve optimum quality on the scanned documents, scan documents at 300 dpi and with the black & white setting. For best results, scan original source documents – not copies or faxes.

Some PDF filenames may cause an issue when those files are submitted to GruntWorx products. Using the following symbols in the filename of a source PDF document is known to cause issues: ampersands ( & ), apostrophes ( ‘ ), and blank spaces.

Examples of problem PDF filenames:
O’Tool_tx2007.pdf
Bill&Judy_Smith2007.pdf
BillandJudy Smith2007.pdf

Renaming the PDF file and eliminating these symbols will allow the PDF to go through GruntWorx products without issue.

Examples of OK pdf filenames:

OToole_tx2007.pdf
BillJudy_Smith.pdf
Bill_and_Judy_Smith.pdf

Currently, up to 15 PDF’s can be submitted for a single client. You can use any PDF writing/editing software tool to combine PDFs if you have more than the maximum files allowed.

Follow these simple steps to save the organized PDF into Thomson Reuters FileCabinet CS without losing the bookmarks:

1. Save the organized GruntWorx file to your Desktop
2. Open FileCabinet CS
3. Select “Object – Create from File” from the “Object” drop down menu in the top menu bar.
4. Browse your Desktop and select the GruntWorx PDF document
5. Once you open your document in FileCabinet CS there will be a series of buttons on the left. Click the second button, called “Bookmarks”. This will display all of the bookmarks created by GruntWorx.

GruntWorx Organize is a web-based application that enables tax professionals to standardize workflow by automatically organizing and bookmarking their clients’ tax return data. GruntWorx Organize converts a client’s paper and digital tax documents into a well-organized, electronic PDF file: indexed, accessible, editable, and ready for faster, more accurate data entry and review. Organize LITE is an economical option providing the same service as the Organize product but without benefit of human validation.

GruntWorx Organize products save a tax preparer valuable time during tax season. With an automated and standardized method for organizing client source documents, your staff can eliminate time-consuming manual sorting while still being able to quickly find and review any client document. GruntWorx Organize products require no knowledge of tax documents, making it easy for support staff to scan and upload the client source documents – freeing tax preparers to focus on higher value activities.

The GruntWorx family of products are the first web-based applications to read and classify data from paper-based forms and PDF files with unprecedented accuracy across thousands of variations of IRS documents. GruntWorx Organize products are easy to use, provide absolute security of client data, and are extremely affordable – an unmatched value proposition for accountants. Furthermore, the products require no training. There is no software to install in your office or on your PC. Try GruntWorx Organize free today.

By developing advanced patented technologies, our multi-disciplinary engineering team has solved the problems that have plagued early attempts to automate tax document processing. Our document image processing technology optimizes the quality of real-world document images, including background colors, gray zones, speckles, streaks, rotated pages, etc., without any effort on the part of tax professionals. We use pattern recognition, not simple OCR, to accurately identify each source document.from thousands of different tax forms. Combine all of this together, and you have a solution that meets the extremely high levels of accuracy required by the tax profession.

GruntWorx Organize products require only a PC with an Internet connection and a scanner. No additional equipment or software is required, as all image processing occurs on the GruntWorx secure web servers.

System Requirements:

• Operating System: Windows 10 or newer
• Processor: 2.0 Ghz or faster multi-core processor
• RAM: 4.0 GB or more
• Microsoft .Net Framework: 2.0.50727
• Browser: Latest versions of Chrome, Firefox, and MS Edge
• Adobe Reader: Adobe Acrobat Standard or DC required for PDF editing
• Additional Programs: Microsoft Excel ver. 2003 or higher
• Microsoft 365 Apps not supported at this time

GruntWorx Organize recognizes thousands of variations of IRS government forms, tax organizers, and brokerage statements. GruntWorx Organize will even recognize and categorize blank pages, back pages, and handwritten notes!

GruntWorx Organize processes a typical return within 24 hours. During peak season, returns may take up to 24-48 hours for processing. GruntWorx Organize LITE returns take just minutes to process.

You don’t need any disk or software to try GruntWorx Organize products… just a web browser and an Internet connection. To demo the product, follow these easy steps:

1. Visit the GruntWorx registration page: Gruntworx Registration

2. Fill in your basic information, email address, create a password, and then press ‘Register’

3. Shortly thereafter you will receive an email message confirming your registration – and free credits for you to test the product!

GruntWorx Populate is a web-based application that extracts tax data from scanned tax documents and populates the data into the leading tax preparation software packages. GruntWorx Populate also converts your clients’ scanned tax documents into an organized, bookmarked PDF file, facilitating faster data review.

GruntWorx Organize automatically identifies and organizes scanned tax forms into a single, bookmarked PDF file that can be used for data entry and review.

GruntWorx Populate, in addition to providing the bookmarked PDF, extracts data from the source documents and imports the data into the leading tax preparation software packages.

GruntWorx Populate currently integrates with Drake Tax, Thomson Reuters GoSystem Tax RS, CCH ProSystem fx, CCH Axcess, UltraTax CS, and Intuit Lacerte.

No, GruntWorx Populate supports the current tax year only. GruntWorx Organize and Trades products support both current and prior tax years.

GruntWorx Populate integrates with Drake Tax, Thomson Reuters GoSystem Tax RS, CCH ProSystem fx, CCH Axcess, UltraTax CS, and Intuit Lacerte. Sign up for a free trial to get started. To learn more, sign up for a webinar, register for a free live demonstration, or contact GruntWorx Sales at 1.877.830.6059 x 2.

GruntWorx Populate is compatible with a couple versions of UltraTax CS. Click here to see if you can utilize the products.

We have engineered our systems to achieve the highest levels of accuracy and security. All communications between your computers and our servers are secured with the same technology used in electronic filing and electronic banking, encrypted and authenticated using a strong protocol (TLS 1.2), a strong key exchange (ECDHE_RSA with P-256), and a strong cipher (AES_128_GCM). Our servers are hosted at data centers in the United States. All your data is stored in the U.S., and is never accessible by anyone or any computer outside of the United States. Ever.

Document security and data privacy are paramount to the success of our business. Our industry-leading safeguards provide the best possible assurance of the security of all data.

Our software runs on servers that are hosted at a highly secure data center that is closely monitored 24x7x365. All communications between your computers and our servers are secured with the same technology used in electronic filing and electronic banking, encrypted and authenticated using a strong protocol (TLS 1.2), a strong key exchange (ECDHE_RSA with P-256), and a strong cipher (AES_128_GCM). We use a DigiCert SSL Certificate and server-gated cryptography for strong encryption of all communication to and from our application services.

We will never contact nor solicit your clients for any reason. We will never sell or rent any information on their source documents. All your data is stored in the U.S., and is never accessible by anyone or any computer outside of the United States. Ever.

As noted in our Privacy Statement, client records may be viewed or accessed only for the purpose of resolving a problem, support issue, quality concern, suspected violation of GruntWorx’s User Agreement, or as may be required by law. Select employees permitted to view this data have passed extensive background checks, are located in secure areas within our offices in the United States (accessible only via secure passkeys), are bound by stringent confidentiality agreements, and are fully insured.

GruntWorx products are also IRC Section 7216-compliant. Tax Professionals using GruntWorx products in the preparation of a return are not required to have clients sign a written consent to use or disclose tax data. The use of the GruntWorx products is permitted as a tax preparer to tax preparer disclosure described in Treasury Regulations Section 301.7216-2(d)(1) since all of GruntWorx service providers are located in the United States and GruntWorx Populate provides an auxiliary service in connection with the preparation of tax returns that does not provide substantive determinations or advice affecting the tax liability reported by taxpayers.

We hope this gives you confidence that GruntWorx manages this sensitive data with the utmost care and integrity.

Yes. Tax Professionals using GruntWorx products in the preparation of a return are not required to have clients sign a written consent to use or disclose tax data. The use of the GruntWorx products is permitted as a tax preparer to tax preparer disclosure described in Treasury Regulations Section 301.7216-2(d)(1) since all of GruntWorx service providers are located in the United States and GruntWorx Populatevides an auxiliary service in connection with the preparation of tax returns that does not provide substantive determinations or advice affecting the tax liability reported by taxpayers.

We will keep all data on our servers (unless you choose to delete them) until the end of the calendar year following the tax preparation period. For example, files uploaded on 2/15 will be available through 12/31 of the same calendar year, at which time the files will be deleted from our servers.

There is a “Forgot your password?” link on the login page. Simply enter your email address on the “Forgot your password” page, and you will be sent an email to reset your password. Or you can send an email to support@gruntworx.com, and we’ll be happy to reset your password for you! All you have to provide is the unique email address you signed up with.

You’ll need to remember the email address you signed up with, as that is one of our security measures. We cannot reset any passwords without the correct username (which is the email address you signed up with), and if you forget it, you’ll need to ask a firm Administrator to check your email address on the Manage Users tab of the Settings screen. If you are the Admin and can’t remember your email address, you’ll have to sign up with a whole new account with a new email address.

All your data is stored in the U.S., and is never accessible by anyone or any computer outside of the United States. Ever.

Section 54.1 of the California Board of Accountancy Regulations requires informed consent of the client “through an engagement letter or in a separate consent agreement” before disclosing confidential information to an “external service provider” or an “external technician or software vendor in order to resolve software problems.”

For GruntWorx to support products, resolve software issues, or sample returns to verify product quality, it may be necessary to access confidential information. Practitioners are advised to get client approvals in advance of needing such support by using engagement letters, a well known and widely recommended practice. This wording from the AICPA’s sample language for engagement letters has been approved by the California Board of Accountancy as satisfying Section 54.1 requirements:

The firm may from time to time, and depending on the circumstances, use third-party service providers in serving your account. We may share confidential information about you with these service providers, but remain committed to maintaining the confidentiality and security of your information. Accordingly, we maintain internal policies, procedures and safeguards to protect the confidentiality of your personal information. In addition, we will secure confidentiality agreements with all service providers to maintain the confidentiality of your information and we will take reasonable precautions to determine that they have appropriate procedures in place to prevent the unauthorized release of your confidential information to others. Furthermore, the firm will remain responsible for the work provided by any such third-party service providers.

For Drake Tax Software users, because GruntWorx is hosted from within the tax software itself, you will be registering with Drake Tax Software, rather than through the GruntWorx website. For an overview of the Drake GruntWorx integration, please use this link www.drakesoftware.com/products/gruntworx. For videos that walk you through the process, please click on the following www.gruntworx.com/resources/videos and you can sign up for a Webinar here. You can also discuss your free trial with Drake Software Support at 828-349-5505 or GruntWorx Sales at 877-830-6059 X 2 or contact us by email at either GruntWorxsupport@drakesoftware.com or Sales@GruntWorx.com.

Create a new client record (individual)
To create a single new client record, simply click on the “Add a new client” button, upper right on the Dashboard, looks like a person with a plus sign. The client ID is a unique ID number that you create. The client ID must not include special characters. For Populate returns, you must use the exact client ID that exists in your tax software. For GoSystem Populate users, the client ID must be identical to the GoSystem Locator ID.

Create multiple client records (batch upload)
To create several new records at once, upload a CSV spreadsheet of your clients’ identifying information.

Click on the “Import multiple clients” button, upper right on the Dashboard, looks like a Driver’s License.
· Following the pattern and rules described on the “Import Client” panel, create a spreadsheet with your client details.
· Save the spreadsheet with a CSV file extension.
In Excel: Save As > Other Formats > CSV (Comma delimited) (*.csv)
· Click the “Choose File” button and browse to find and upload your CSV client file.

To create several new records at once, upload a CSV spreadsheet of your clients’ identifying information, including “First Name”, “Last Name”, “Spouse Name” and “Client ID”.

Note: The CSV file should not contain these fields as headers, only the client information in separate columns following the above sequence. The maximum number of client records per upload is 500.

You can create a CSV spreadsheet by creating a spreadsheet in any industry‐standard spreadsheet program, and saving it with a CSV file extension. In Excel: Save As > Other Formats > CSV (Comma delimited) (*.csv)

Formatting the fields:

You must complete each field under the First Name, Last Name, Spouse Name and Client ID columns for every client to create a valid file. No field may include commas. No field may include periods, apostrophes or &.

Valid CSV Upload:

Using a web browser, log in to GruntWorx and follow these simple steps
1. Select: Add your client to the GruntWorx Dashboard, Click on the client name to select.
2. Scan and Upload: Using a standard document scanner, scan your client’s paper documents into PDF files, and use the upload button or drag and drop your PDFs to the dotted box on the Client Details page.
3. Send: Select Organize from the Validated by GruntWorx section and click “Submit” to send the data to GruntWorx Organize for processing via secure Internet connection.
After the data is processed by GruntWorx, you can view and download the organized PDF by simply clicking on “bookmarked.PDF”.

Submit and retrieve returns using the general page or the “Organize LITE” page at the top of the Dashboard. Add this page under Manage Accounts in Settings. This economical and speedy option has its own submission screen designed to return bookmarked and organized PDFs to you in minutes. Once you’ve accessed the Organize LITE page, review the Organize LITE Quick Start Guide on our Tutorials page for simple step-by-step instructions. Alternatively, submit Organize LITE returns on the default Clients page by following these steps:
1. Select: Add your client to the GruntWorx Dashboard, Click on the client name to select.
2. Scan and Upload: Using a standard document scanner, scan your client’s paper documents into PDF files, and use the upload button or drag and drop your PDFs to the dotted box on the Client Details page.
3. Send: Select Organize LITE from the Non-Validated section and click “Submit” to send the data to GruntWorx Organize LITE for processing via secure Internet connection.
After the data is processed by GruntWorx, you can view and download the organized PDF by simply clicking on “bookmarked.PDF”.

GruntWorx supports the population of the following brands of tax software: GoSystem Tax RS, CCH ProSystem fx, CCH Axcess, UltraTax CS, Intuit Lacerte and Drake Software. Drake Software returns are submitted using a link from within the Drake Tax software. Registration is available on the Drake Tax Software Support site. GruntWorx Populate submissions for all other tax software supported requires a bit of setup and in some cases, the installation of the GruntWorx Agent software. Please consult the Quick Start Guides or your sales representative for details.

Absolutely not! Documents do not need to be organized, nor do separator pages need to be inserted prior to scanning. However, for best results, multiple documents should not be combined on a single page, and multipage documents should be kept together in logical order.

To achieve optimal quality on the scanned documents, scan documents in 300dpi and black & white. For best results, scan original source documents – not copies or faxes.

Read our tutorial on the Best Practices for Scanning Tax Documents

Some PDF filenames may cause an issue when those files are submitted to GruntWorx products. Using the following symbols in the filename of a source PDF document is known to cause issues: ampersands ( & ), apostrophes ( ‘ ).

Examples of problem PDF filenames:
O’Tool_tx2007.pdf
Bill&Judy_Smith2007.pdf

Renaming the PDF file and eliminating these symbols will allow the PDF to go through GruntWorx products without issue.

Examples of OK pdf filenames:
OToole_tx2007.pdf
BillJudy_Smith.pdf

Currently, up to 15 PDF’s can be submitted for a single client (13 for Lacerte Populate submissions). You can use any PDF writing/editing software tool to combine PDFs if you have more than the maximum files allowed.

No problem! GruntWorx products will automatically rotate all upside down (180 degrees) and sideways (90 degrees and 270 degrees) pages to the proper page orientation during processing. However, if a scanned document is skewed more than 10 degrees from any of these positions, page orientation will not be corrected and data will not be extracted for GruntWorx Populate users.

If you choose to repaginate organized documents, GruntWorx Organize will change the order of the input tax documents in the organized output file to match the order of the bookmarks. Because the source documents will be in the same order as the bookmarks, you will be able to use the page buttons in any industry-standard PDF program to navigate between bookmarked pages—rather than paging through the original source documents in the order they were scanned.
However, by repaginating the organized documents, you will lose visibility of the original order of the scanned documents. To set your account to automatically repaginate all GruntWorx Organize output files, go to Settings > User Settings, and select the Use Repagination by default option under User Contact Information.
If you have Administrator rights, you can set this up as a firm default by navigating to Settings, Admin Settings > Firm Defaults and selecting the Repaginate Organized Documents option. Click Save Default Settings to save this option as a default.

Though GruntWorx products recognize handwriting and classify handwritten notes as “Handwritten Notes; Poor Quality,” neither product is able to read the handwriting. Forms that contain important identifying information that is handwritten may not be properly classified and will not extract tax data.

GruntWorx products will classify and bookmark organizer pages under the bookmark “Organizer,” so you can include them in your original source document input file.

The bookmarked and categorized PDF file that is returned to you after GruntWorx processing is a standard format PDF file, and is as fully editable as any other PDF file, using software such as Adobe Acrobat, etc.

If you choose to repaginate organized documents, GruntWorx Organize will change the order of the input tax documents in the organized output file to match the order of the bookmarks. From there, printing the pages in the PDF will match the order of the bookmarks.

If you do not choose to repaginate organized documents, you can follow these simple steps to print out the documents in the organized PDF in the order of the bookmarks in any industry-standard PDF file:

1. Open the PDF
2. Click on the bookmarks icon so all of the bookmarks show
3. Select and highlight the first bookmark
4. Hold down the <Shift> key and click on the last bookmark to highlight all the bookmarks (Note: only the Chapter headings will be highlighted)
5. Right-click on the mouse, and select ‘Print’
6. The pages will then print in the order of the bookmarks

You can also use the standard Microsoft keyboard shortcut to select all bookmarks.  Click on any bookmark. Then use the keyboard shortcut <Ctrl> A to select all bookmarks.  After all the bookmarks have been highlighted, Right-click the mouse and select Print on the menu.

Please note that this is not a standard procedure supported by GruntWorx, but it is a feature in any industry-standard PDF writer.  More information can be found in the Adobe Acrobat ‘Help’ section, in the Bookmarks tab, under ‘Print.’

Using two monitors as an extended desktop will allow you to have the organized PDF open on one monitor, and your tax prep software open in the other, allowing for easy navigation through the tax documents to create faster, more accurate data entry.

Depending on your browser settings, you can download and save the processed files in multiple ways:

1. Saving without opening the file: From the Dashboard, click on the client name to access the files, click the gear icon to the right of the job status column, click on Download All Completed.

2. Saving the opened file: Click on the client’s name, open and save each of the files using the save As function in each document.

3. Download multiple clients files at once: From the Dashboard, click on the client name to access the files, select the check box to the left of your client’s name, click the gear icon to the left of the Dashboard, click on Download Completed Docs (Selected Clients). Note: To download all client PDFs in your account, this process will need to be repeated for each page of clients. Use the page controls on the right above the header bar or below the client list to navigate between pages of clients.

Follow these simple steps to save the organized PDF into Thomson Reuters FileCabinet CS without losing the bookmarks:

1. Save the organized GruntWorx file to your Desktop
2. Open FileCabinet CS
3. Select “Object – Create from File” from the “Object” drop down menu in the top menu bar.
4. Browse your Desktop and select the GruntWorx PDF document
5. Once you open your document in FileCabinet CS there will be a series of buttons on the left. Click the second button, called “Bookmarks”. This will display all of the bookmarks created by GruntWorx.

Follow these simple steps to keep the bookmarks in GruntWorx-organized files when saving to Intuit Lacerte DMS:

1. Open Lacerte DMS.
2. Select “Tools – Options” from the “Options” drop down menu in the top menu bar.
3. In the DMS Options window, make sure the checkbox under “View Options,” marked “View PDF files within DMS (provides annotation capabilities),” is unchecked.

After performing these simple steps, the GruntWorx-organized PDFs saved in Lacerte DMS will open in a PDF writer/viewer, rather than in DMS. However, you will lose your ability to annotate using DMS tools. If you have an industry-standard PDF writer, you will be able to use the annotation tools provided therein.

There is no need to wait. Resubmission can be processed as new documents are received. For Organize and Populate resubmissions, select the gear icon to the right of client’s name beside the Job Status column, and click Prepare for Resubmission. Organize LITE resubmissions must be submitted as new returns.

Once you’ve downloaded your processed files, click first on the checkbox to the left of the client name(s). Then, from the top right, select the “Batch Actions” dropdown, then “Delete Client(s)”. You can also delete the client from the Client Details page using the “Delete-Reset-Resubmit” dropdown.

I have a question about client data that was organized or populated by GruntWorx. What is the best way to send my client’s data to you to resolve this question?
If you have questions about client data that is being organized or populated by GruntWorx, please contact our Customer Support department by telephone (1.877.830.6059 x3) or email (support@gruntworx.com). NOTE: If you choose to contact us via email or web form, please DO NOT include or attach client data, as email is not secure.

There are two common reasons why a PDF file will fail: password protection and page corruption.

Password Protection: PDF files that have password protection will fail. If you remove the password protection, you can “reset” the failed client and submit the PDF as a new job. Find the “Reset” button at the top of the Client Details page to clear the bad document and reset the client for a new submission. Occasionally, even though you have not added password protection, a document that you have downloaded from your client or from a portal, can have password protection. If you can’t remove the password protection, the original documents will be need to be rescanned or printed at best quality and scanned at 300dpi, black and white and substituted for the password protected pages before it can be processed.

Corrupted Pages: PDF files that include corrupted pages will fail. If the file can be opened, the problem page(s) can most often be found by viewing each page of the document. Removing the problem page(s) does not always fix the corruption so you will need to, rescan the original documents at 300dpi, black and white and submit again.

When you ‘Print to’ a DMS, it only sends the original file pages to the DMS, and leaves out any bookmarks, notes, annotations, etc. If you ‘Save to’, ‘Copy to’, or drag-and-drop the files into your DMS folders, it will keep the bookmarks.

An interruption in internet service may cause a GruntWorx login error. Follow the directions below to clear your cookies. Once cleared, you should be able to log in.
Chrome:
1. With your browser open, select the three vertical dots to the right of the address box at the top of your screen.
2. From that dropdown, select “More tools”, then select “Clear browsing data”.
3. In the “Clear browsing data” box, click the checkbox for “Cookies and other site and plug-in data”.
4. Select the period of time for the cookies to be cleared. You can use this setting to approximate the time when you lost internet.
5. To complete the process, click “Clear browsing data” at the bottom of the dropdown.
Edge:
1. With your browser open, select the three horizontal dots to the right of the address box at the top of your screen.
2. From that dropdown, under “Clear browsing data”, select “Choose what to clear”.
3. From the new dropdown, select “Cookies and saved website data” check box
4. Select Clear to finish.
Firefox:
1. With your browser open, select the three vertical lines to the right of the address box at the top of your screen.
2. Select the “History” tab.
3. Select “Clear Recent History”.
4. Select “Time range to clear”.
5. Select the “cookies” checkbox
6. Select “Clear Now” to complete.
Internet Explorer:
1. With your browser open, select the gear icon to the right of the address box at the top of your screen.
2. From the dropdown, select “Internet Options”
3. In the lower half of the dropdown, under “Browsing history”, select “Delete…”
4. On the next panel, check “Cookies and website data”.
5. Select “Delete” to complete

• Make sure you’ve downloaded and installed the Agent
• Make sure your client exists in the tax software, either rolled from the prior year or added with at least minimum information required. See the Quick Start Guide for required fields.
• Make sure the ClientID on the GruntWorx Dashboard matches exactly the ClientID in your tax software.
• Chrome browser: At first submission, users of Chrome must tell the browser what to do with the proforma file collected from the tax software. Once set, you shouldn’t need to do it again. After you select “Process” look immediately in the lower left of the browser screen for a download.
1. Click on the arrow at the right of the rectangular button to open a drop down menu.
2. Select “Always open file of this type”
3. Double-click the button itself to upload the proforma.
• Contact Support at 877-830-6059 X3 or by email to Support@gruntworx.com.

Once you have resolved the problem, from the Dashboard, click on the client’s name, then select the gear icon to the right of client’s name beside the Job Status column and click Prepare for Resubmission. Follow provided instructions, upload new documents, and submit as you would a new job.

To resubmit documents from the dashboard, click on client’s name, then select the gear icon to the right of client’s name beside the Job Status column, and click Prepare for Resubmission. Follow provided instructions, upload new documents, and submit as you would a new job.

GruntWorx will process Organize and Organize with Trades returns for any tax year. Only current tax year returns are supported for population.

Although you can specify repagination on the User Setting Page of the Dashboard, the repagination option is available only with the Organize and Populate products. Organize LITE is a low-cost, quick turn-around product that does not support repagination.

·Refresh the page to see if you are logged out. As a security measure, you will be logged out after a period of inactivity. To fix: log back in.
·Check to see if the PDF file size is greater than 150MB. To fix, split the PDF into 2 or PDFS.
·If the file name includes an apostrophe, $ or other special character, please rename the file without that special character and retry. E.g.: O’Reilly.pdf should be renamed to OReilly.pdf.