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How to Complete Your Tax Questionnaire

This guide will walk you through the steps of starting your Truss Tax Questionnaire, from the welcome email to filling out your personal information.

📝 Note: Make sure you have access to the email account that received the Get Started invitation.

Step-by-Step Instructions

  1. Open your welcome email from Truss Tax. Click the Get Started link inside.

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  2. You will be taken to the Welcome page of the Truss Tax Questionnaire. Click the Get Started button (or press Enter) to begin.

     
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  3. The questionnaire will begin with the Taxpayer's information. Please fill out this section first.

    • Note: All items marked with an asterisk ( * ) are required before you can proceed.

  4. After you complete the Taxpayer section, the questionnaire will automatically guide you to enter information for your Spouse (if applicable) and then any Dependents.

  5. Continue filling out the questionnaire. Be aware that the questionnaire is dynamic, so your answers to certain questions may trigger new, relevant questions.

Next Steps:

Please keep an eye out for an email from the firm; it will be a request for you to upload your Prior Years Return.

  1. Click on Upload Returns

     
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  2. Drag and drop your file into the upload window, or simply click to select and upload your Prior Year Return.

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📝 Note: This task is flexible and can be completed using a phone, tablet, or PC.