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ProSystem fx 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

1065, 1041, 1120 and 1120S Returns

Entity returns must follow the rules above, as well as the following:

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

  • The K-1 section of the PDF requires a cover page.

    • If users wish to remove any K-1 packages, delete them after upload.

  • Print Entire Return

  • Click the Client checkbox and change the Destination filed To PDF file.

  • Click the K-1 checkbox and change the Destination filed To PDF file.

  • Click the Create Bookmark PDFs checkbox.

  • Deselect the Produce separate PDF files checkbox.