In this article we will go over how to upload Organizers into Truss
- There will be step by step instructions with screenshots included with each step.
- There will also be a video tutorial that you could follow along with as well.
Let’s get Started!
Step One:
Navigate to the main screen in the Truss portal and click on your name in the top right. From there a menu will pop up and there will be a button titled “Upload your questionnaires”. Select this button.
Step Two:
After selecting the “Upload your questionnaires” button you will be taken to a screen titled “Questionnaire Uploads”. You will then set your tax software that you use to upload your questionnaire.
Step Three:
You then will drag/upload your questionnaire into the drop box. This is all you need to do, Dan will take it from here in getting the organizer squared away.
