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Return Assembly Checklist

Ken Kantzer avatar
Written by Ken Kantzer
Updated over 10 months ago

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

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

We suggest using the native tax software print drivers for printing to PDF.

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