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Truss Prep - GruntWorx Supported Forms

This article explains which forms are supported for Populate using GruntWorx OCR Truss Prep option.

Kindel Meek avatar
Written by Kindel Meek
Updated over a week ago

⚠️ 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 request that they enable the GruntWorx Agent for your environment. GruntWorx processing and imports will not function correctly until this step is completed.

How OCR Works

Each document submitted via Truss Prep to GruntWorx OCR is automatically identified and organized. In addition, it extracts data from the provided source documents and imports the data into your tax software. This is known as a Populate. Please note populate is available only for the current tax year.

  • Forms below are supported for Populate

  • Most forms are identified by payer/issuer name

Truss Prep - GruntWorx Supported Forms

  • W-2

  • W-2G

  • 1095-A

  • 1098

  • 1098-E

  • 1098-T

  • 1099-B

  • 1099-DIV

  • 1099-INT

  • 1099-MISC

  • 1099-NEC

  • 1099-OID

  • 1099-R

  • RRB-1099

  • SSA-1099

  • Consolidated 1099 (First 2 pages)

  • K-1 (First 2 pages)

    • 1041

    • 1065

    • 1120S

  • 5498

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