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Axcess Return Assembly Checklist

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

Print Settings

  • In Print destination and formatting options:

    • Click the Client checkbox and change the Print To: to PDF.

    • Click the K-1 checkbox and change the Print To: to PDF.

  • In Additional Options:

    • Deselect Create separate PDF / TIFF files.

    • Click Create bookmark PDFs.

    • In the Singe file location select the Browse button to select the location to save the PDF copy.

Caution: 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