Uploading Organizers into Truss

📥 Uploading your Organizers

1. Click on Client Tools.

2. Click Upload your Organizers.

3. If uploading PDF documents, verify or select your organizer's tax software from the drop-down.

4. Drag the PDFs in or click Browse Files to open the File Explorer.

5. If using a data file exported from your tax software, click Upload tax software data file and follow the steps.
   1. Select your Tax software.
   2. Upload the data file via drag and drop or by browsing for the file.
   3. Click Upload to complete the process.

🗃️ Searching and Filtering Uploads

1. You can search for any part of an organizer's file name to find specific uploads.
2. You can filter the records by the Truss system declaration: All, Ready, or Needs Fixing.
3. You can also sort by the organizer's current status: Uploaded, Ready for Review, or Complete.
4. Filter by the organizer's detected Complexity Level.
5. You can switch views to see all of your Archived organizers.
6. You can sort the remaining items by File Name, Date Added, or # of Tasks.
7. Advanced Filters give you additional control over the filter.
8. Click Clear Filters to return the list to its default state!

⛑️ Resolving Contact Issues / Needs Fixing

For all contacts, we will provide a symbol that displays any actions that need to be taken. Learn more in our Contact Matching Symbol Guide.

🏗️ Creating Projects

1. Select the organizers you would like to generate Projects for.
2. Click the Actions drop-down that appears.
3. Click + Create Projects to begin the process!