In order to use Truss's Return Assembly, you must follow these guidelines for exporting the PDF
Print the entire return to PDF, including:
Transmittal letter / client letter
Signature pages (8879s)
Payment vouchers
All states + federal in a single PDF
K-1s if any
Returns must be a client copy
Note: Adding custom letters / pages to the PDF will likely generate errors. If you do need to modify the PDF ensure that:
existing bookmarks are consistent and functional
new pages are properly bookmarked/linked
No password protection / digital signature / access restrictions on the PDF
1040 and 990
1040 and 990
Click the Selected Returns tab under Print Options.
Select which returns to print.
At least a Federal return is required.
Click OK.
Select a physical office printer under Print Returns.
If you do not, returns may be printed incorrectly and rejected.
Click the Client Copy, Electronic Delivery, and PDF to File checkboxes.
Click Assemble.
1065, 1120, 1120S, 1041
1065, 1120, 1120S, 1041
Client Copy
Click the Selected Returns tab under Print Options
Select which returns to print. At least a Federal return is required.
Click OK.
K-1 Packages
Click the Selected Packages tab under Print Options
Select to print all packages.
Click OK.
Select a physical office printer under Print Returns.
If you do not your returns may be printed incorrectly and rejected.
Click the Client Copy, Electronic Delivery, and PDF to File checkboxes.
Click Assemble.