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Lacerte 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

Note: 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

1040, 990

  1. Select the Client Copy radio button.

  2. Select the File (PDF) radio button.

  3. Do not Mask Social Security #.

  4. Do not Password Protect PDF.

  5. Click OK to print.

1065, 1120, 1120S, 1041

  • 1065, 1120S, and certain 1041 returns must contain a K-1 package.

    • If users wish to remove the K-1 packages, that can be done after the return is uploaded.

1065, 1041, 1120 and 1120S Print Settings

  1. Select the Client Copy radio button.

  2. Select the File (PDF) radio button.

  3. Do not Mask Social Security #.

  4. Do not Password Protect PDF.

  5. Click OK to print.

K-1 Packages

  1. Select the Client Copy radio button.

  2. Select the File (PDF) radio button.

  3. Do not Mask Social Security #.

  4. Do not Password Protect PDF.

  5. Select the K-1 Package Only radio button.

  6. Click OK to print.