1. Log in to ATX and open the client
1. Log in to ATX and open the client
1. Log in to ATX.
2. Select the client.
3. Select "Returns" > "Export Marked Returns"
4. When the pop up appears, select "Export Marked Returns" > select location for file to download to.
2. Upload the client file to Truss
2. Upload the client file to Truss
1. Once downloaded, the client file should look like this.
2. Upload to Truss.
How to Access Completed Returns
Accessing Your Completed Returns
Accessing Your Completed Returns
1. In ATX, select "Returns" > "Import" > "Returns"
2. Select the file you'd like to restore.
3. When asked to replace the file, select "Replace" > "Import"
