Truss Prep - GruntWorx Supported Forms
This article explains which forms are supported for Populate using GruntWorx OCR Truss Prep option.
⚠️ Rightworks Users
If your firm uses Rightworks to host your tax software, the GruntWorx Agent must be enabled by Rightworks before you can use GruntWorx. Please contact Rightworks Support and ask them to enable the GruntWorx Agent for your environment. GruntWorx processing and imports will not function correctly until you complete this step.
How OCR Works
Each document submitted via Truss Prep to GruntWorx OCR is automatically identified and organized. It also extracts data from the provided source documents and imports it into your tax software. This is known as Populate. Please note that Populate is available only for the current tax year.
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The forms below are supported for Populate.
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Most forms are identified by payer/issuer name.
Truss Prep - GruntWorx Supported Forms
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W-2
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W-2G
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1095-A
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1098
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1098-E
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1098-T
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1099-B
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1099-DIV
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1099-INT
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1099-MISC
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1099-NEC
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1099-OID
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1099-R
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RRB-1099
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SSA-1099
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Consolidated 1099 (First 2 pages)
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K-1 (First 2 pages)
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1041
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1065
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1120S
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5498