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Return Assembly Checklist

In order to use Truss's Return Assembly, you must follow these guidelines for exporting the PDF

📜 Guidelines for Printed PDF and pages

  1. You must print the entire return to PDF, including:

    1. Transmittal Letters / Client Letters / Filing Instructions.

    2. Any signature pages (8879s, etc.)

    3. Standard Payment Vouchers and/or Estimate Vouchers.

    4. All States + Federal in a single PDF.

    5. K-1s if any.

  2. Returns must be a Client Copy.

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

📘 Tip: We suggest using the native tax software print drivers for printing to PDF.