Below you can find current information on this feature.
Truss has made it easy to include a reminder to complete a corporate filing as part of the Return Delivery Process!
If you opt-in, your firm will automatically include an additional "Corporate Filing" task as part of the return.
You can opt-out at any time via Organization Settings -> Return Delivery - Corporate Filing Settings.
This is what your client will see if you add the Corporate Filing task to their return:
Clicking "Start" will take your client to a streamlined form experience similar to the Questionnaire. Once they complete the form and issue payment along with a $199 fee, Truss will auto file on their behalf, saving time and hassle for you and your client!
We have found exceptionally high rates of completion over thousands of submissions with this approach - all with no handholding for you!
FAQ
Q: Can I remove the task for particular clients?
A: Yes, even though once you opt-in the task will be included by default, you can always hit the trash can on the top of the task for clients that you know don't need it.
Q: What if the client has already filed?
A: No problem! They will have the option to mark as N/A, which will let you know they've taken action in case you need to follow up.
Q: Can we change the setting so a Corporate Filing task is not included by default?
A: Yes, you can click "Opt Out" in Organization Settings.
Q: Does this filing service cost money to the firm?
A: No! The cost is passed on to your client.
Q: Do clients have to pay for the service?
A: Yes, if they choose to use the service, clients pay $199.