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Return Assembly Checklist

Ken Kantzer avatar
Written by Ken Kantzer
Updated over 6 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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