Client Write-Up
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Drake Client Write-Up is an extensive accounting package with modules for payroll,
bookkeeping, contractor payments, accounts payable, accounts receivable, and "on-the-fly"
forms. It's free with the Unlimited version of Drake Software, or
for $295 if your purchase the Pay Per Return version.
The Payroll module provides live and after-the-fact employee payroll with additional
portal access available on the Internet. Also included are MICR check printing,
direct deposit, e-filing quarterly and yearly employment tax forms, and e-filing
Forms W-2 and 1099-MISC.
Employee payroll supports direct and indirect tips, Advance Earned Income Credit,
and up to 20 additional payroll benefits and deductions per check.
Forms 940, 941, 941SS, 941X, 943, 943X, 944, 944X, 944SS and W-2 are supported,
as well as all state quarterly unemployment forms. Payroll journal entries can be
created from payroll checks entered to save keystrokes.
With the Bookkeeping module, set up a custom chart of accounts, import from an existing
client or use a template. During setup, change account information as needed, add
account levels, enter current, budget, and starting balances, and export to Drake
Tax Software. Make journal entries to one of the five separate journals – general,
cash receipts, cash deposits, payroll, or budget – or save time and have Client
Write-Up do it automatically. Reconcile cash accounts, post monthly transactions
and close at year-end, and format financial reports using custom headers, footnotes,
and a logo. View or further customize any of the financial reports, using most word
processors.
The Contractor payment and Accounts Payable modules combine to print and track payments
(live or after-the-fact) to contractors (1099-MISC) and other payees. Pay contractors
via direct deposit, and, for payees, pay by invoice or simply use the check writer
with minimal to no setup involved. At year end, create Forms 1099-MISC and print
or e-file when needed.
Use the Accounts Receivable module to send invoices and customer statements and
post customer payments, penalties, and service charges. Track past-due monies and
monitor sales tax liabilities (state, county, and local).
With the On-the-fly Forms module, easily create for printing or e-filing federal
Forms 940, 941, 941SS, 941X, 943, 943X, 944, 944SS, 944X, W-2, W-2G, 1098-Mort,
and the following 1099 forms: A, B, C, DIV, INT, MISC, PATR, R, and S.
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Recent Enhancements
- Secure client information by job function: admin, office
manager, or data-entry
- Use spreadsheets to import initial client data: employees,
contractors, vendors, customers, chart of accounts, and journal entries
- Print all forms and documents in PDF format
- Print mailing labels for employees, contractors, vendors
(A/P), and customers (A/R), using 3 1/2” x 1 1/8” roll labels
- Override the default Payroll General Ledger accounts
for an employee or contractor
- Optionally post payroll journal transactions automatically
- Optionally print other information on paystubs
- Enter up to 20 payroll deductions and benefits
- Maintain options and General Ledger Contractor information
independently
- Indicate contractor default accounts for cumulative entries
to the journal and by 1099-MISC box categories
- Allow clients to initiate and track payment of contractors
via the web portal
- Provide PDF reports to and from clients via the web portal
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Client Write-Up tutorials are available in
English and
Spanish.
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