Truss Prep (Outsourcing)
How to get started with Truss Prep
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 LacerteHow to use Truss Prep with Lacerte 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.