Assembly & Delivery of completed return

Step 1: When the return is complete, go to the Active Projects page > select "Send Returns"

Step 2: Click on Upload PDF

Step 3: Click to browse for the return or drag and drop

A. If your return is printed in multiple files for federal and state, you will need to toggle the button before uploading or drag/drop

After uploading, you will automatically see a screen indicating it is extracting tasks

Step 4: The next screen will automatically load, you will name your project or click the field "project name" to see a drop-down of projects it can be added to.

Note: If there is already an open project for the current tax year best practice is to continue to use the existing project

Step 5: Click the Next button (it will turn green when ready)

Step 6: Choose/enter recipients.

Note: If selecting an existing project, it will automatically add the contacts from the project

Step 7: Click Next (it will turn green when ready)

Step 8: Review tasks. These are automatically generated based on the transmittal letter. You can click the page numbers on the task to view the page in the preview pane.

Note: If you're using Truss for payment processing, Truss will automatically create a Task for payment with a secure payment link for each client.