Truss Prep (Outsourcing)
How to get started with Truss Prep
By Robbie and 3 others4 authors13 articles
- Outsourcing tax return prep with Truss (Video)
- How to process returns using Truss Prep outsourcing (Video)
- Truss Prep for ATXHow to use Truss Prep with ATX software.
- Truss Prep for CCH AxcessHow to use Truss Prep with CCH Axcess tax software. Below select the appropriate Truss Prep option.
- Truss Prep for DrakeHow to use Truss Prep with ProSeries software.
- Truss Prep for ProSeriesHow to use Truss Prep with ProSeries software.
- Truss Prep for UltraTaxHow to use Truss Prep with UltraTax software.
- Return Complexity LevelsHow we determine the complexity of a return
- Truss Prep - GruntWorx Agent InstallGuidance on installing the Gruntworx Agent
- Truss Prep - GruntWorx Supported FormsThis article explains which forms are supported for Populate using GruntWorx OCR Truss Prep option.
- Truss OCR Prep: GruntWorx Integration Flow for LacerteThis article explains how to use Truss Prep (OCR) with GruntWorx to extract tax data and populate it into Lacerte.
- Truss Prep for LacerteHow to use Truss Prep with Lacerte tax software
- Byron - Setting up your WorkspaceBulk export data files for Lacerte and CCH Axcess