Truss Help Center

Forms overview- how it works

There are multiple Forms in each project. Select appropriate ones that suit your stages of tax return preparations and send them to the customer to get information to incorporate into the tax returns in the most secured and efficient way possible.

Written by Ken Kantzer

Updated over a month ago

Follow below steps to experience this amazing process:

Open any project

Click New > Forms/ Questionnaires to open the required dialogue box

Select respective forms based on your requirement per each client

Hit “Add to Project” and you are done!

See a quick walkthrough of Forms a quick overview on how it works you