Skip to content
English - United States
Log In
  • There are no suggestions because the search field is empty.

GoSystem Tax RS 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, etc.)

    3. Standard payment vouchers.

    4. All states + Federal in a single PDF.

    5. Any K-1s if they are expected.

  2. Returns must be a Client Copy.

  3. 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 the below:

  1. Existing bookmarks are consistent and functional.

  2. New pages are properly bookmarked/linked.

  3. No password protection/digital signature/access restrictions on the PDF.

🙋 1040, 990

  • Click the PDF checkbox.

  • Click the Taxpayer copy checkbox.

  • Click OK to print the return.

gs_1

🏢 1065, 1120, 1120S, 1041

  • Click the All checkbox under Copy Types to print a Taxpayer Copy and a Government Copy (if needed).

    • Upload only the Client copy to our program.

  • Click Create PDF to print the return.

gs_2

👥 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.

  • Select the Create a separate file for each partner checkbox (required).

gs_3