In order to use Truss's Return Assembly, you must follow these guidelines for exporting the PDF
You must print the entire return to PDF, including:
transmittal letter / client letter
any signature pages (8879s)
standard payment vouchers
all states + federal in a single PDF
K-1s if any
Returns must be a client copy
PDF cannot have watermarks
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
do password protection / digital signature / access restrictions on the PDF
1040, 990
1040, 990
Select the Client Copy radio button.
Select the File (PDF) radio button.
Do not Mask Social Security #.
Do not Password Protect PDF.
Click OK to print.
1065, 1120, 1120S, 1041
1065, 1120, 1120S, 1041
1065, 1120S, and certain 1041 returns must contain a K-1 package.
If users wish to remove the K-1 packages, that can be done after the return is uploaded.
1065, 1041, 1120 and 1120S Print Settings
Select the Client Copy radio button.
Select the File (PDF) radio button.
Do not Mask Social Security #.
Do not Password Protect PDF.
Click OK to print.
K-1 Packages
Select the Client Copy radio button.
Select the File (PDF) radio button.
Do not Mask Social Security #.
Do not Password Protect PDF.
Select the K-1 Package Only radio button.
Click OK to print.