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Axcess Return Assembly Checklist

Written by Dan Pinkous

In order to use Truss's Return Assembly, you must follow these guidelines for exporting the PDF

  1. You must print the entire return to PDF, including:

    1. transmittal letter / client letter

    2. any signature pages (8879s)

    3. standard payment vouchers

    4. all states + federal in a single PDF

    5. K-1s if any

  2. Returns must be a client copy

  3. PDF cannot have watermarks

Print Settings

  • In Print destination and formatting options:

    • Click the Client checkbox and change the Print To: to PDF.

    • Click the K-1 checkbox and change the Print To: to PDF.

  • In Additional Options:

    • Deselect Create separate PDF / TIFF files.

    • Click Create bookmark PDFs.

    • In the Singe file location select the Browse button to select the location to save the PDF copy.

Note: Adding custom letters / pages to the PDF will likely generate errors. If you do need to modify the PDF ensure that:

  1. existing bookmarks are consistent and functional

  2. new pages are properly bookmarked/linked

  3. do password protection / digital signature / access restrictions on the PDF

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