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
Click the PDF checkbox.
Click the Taxpayer copy checkbox.
Click OK to print the return.
1065, 1120, 1120S, 1041
1065, 1120, 1120S, 1041
Click the All checkbox under Copy Types to print a Taxpayer copy and a Government copy (if needed).
Only the Client copy should be uploaded to SafeSend Returns.
Click Create PDF to print the return.
K1 Packages
Select K-1 Packages under Print Selection.
Click the PDF checkbox.
Select K-1 Package for All Partners under K-1 Package Options.
Click the Create a separate file for each partner checkbox (this is required).