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ProSystem fx Return Assembly Checklist

Ken Kantzer avatar
Written by Ken Kantzer
Updated over a year 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

  3. 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:

  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

1065, 1041, 1120 and 1120S Returns

Entity returns must follow the rules above, as well as the following:

  • 1065 and 1120S returns must contain a K-1 package.

  • The K-1 section of the PDF requires a cover page.

    • If users wish to remove any K-1 packages, delete them after upload.

  • Print Entire Return

  • Click the Client checkbox and change the Destination filed To PDF file.

  • Click the K-1 checkbox and change the Destination filed To PDF file.

  • Click the Create Bookmark PDFs checkbox.

  • Deselect the Produce separate PDF files checkbox.

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