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
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.