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Send Returns / Files Directly to Truss (Desktop App)

With the Truss Desktop App, you can send returns / files straight from your computer to Truss.

🖥️ Install the Truss Desktop App

NOTE: (PC only—Mac users, we still love you! 😢)​

Download the Truss Desktop App by clicking below:

Click Here!

⚠️ Administrator Privileges Required: When installing the Desktop App, you must right-click on the .exe and click "Run as administrator."

📂 Find the 'print-to-truss' and 'return-to-truss' Folders

📝 Note: If you do not see the folders in the area below, you may have initially installed an older version of the app. We suggest uninstalling and reinstalling for easier visibility!

  1. Open File Explorer

  2. Navigate to your My Documents folder.

    1. Libraries > Documents or

    2. C:\Users\<your user name>\Documents

    3. Locate the 'print-to-truss' and 'return-to-truss' folders.

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📀 Open the Truss Desktop App

⚠️ Important: The Truss app must be running for delivery to work! Once you've installed it, here's a tutorial video on using the Truss Desktop App's features.

📥 Adding Files to Truss

📄 Returns-to-Truss

  1. In your tax software, select the return you want to print.

  2. Choose “Print to File” instead of selecting a printer.

  3. Set the file destination as your return-to-truss file in your Documents.

❗Important: If your print program prints out multiple PDFs, please contact Support prior to upload. We can enable a setting to combine uploads based on a Client ID prefix!

Done! Your Return is in Truss!

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🗃️ Print-to-Truss

  1. Open the print-to-truss folder with the Desktop App open.

  2. Drag and drop or copy and paste your files into the folder.
  3. After a brief loading period, you'll see the returns/files appear in the Truss Drive staging area.
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You can then select what you'd like to do with the file.
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🛠️ Troubleshooting the Truss Desktop App

Basic Troubleshooting Steps (Try These First)

  1. If the print-to-truss folder does not send the file to Truss:

    1. Close/Open the App, and see if that restarts the print-to-truss folder.

    2. Reinstall the app. Make a special note that Administrator Privileges are Required: when installing the Desktop App, right-click the .exe and click "Run as administrator."

    3. Restart the computer.

    4. Have them send us the process-events.log file, located at: C:\Users\<their user name>\AppData\Roaming\Truss.

  2. If the Truss app is freezing/cursor isn't visible

    1. Make sure the Windows OS is up to date.

    2. Restart the computer.

  3. If they see this error on startup, there is likely a brief hiccup connecting to our update servers. They can try again in a few minutes:

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🔬 Advanced Troubleshooting

If you send files to Truss and they don't appear, ensure the Truss Desktop App has permission in Windows Defender Firewall.

1) In Windows, search for "Windows Defender Firewall" or find the icon in the Windows Control Panel.

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2) Click "Allow an app or feature through Windows Defender Firewall".desktop_7

3) Select "Change settings" in the upper right
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4) Select "Allow another app..." in the lower right.
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5) Select "Browse" to find the Truss app. Navigate to C:\Program Files\Truss\ and choose Truss.exe.

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6) Once the Truss Desktop App is selected, click "Add".desktop_11

7) Ensure check boxes for both Private and Public networks are selected and click "OK".

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Try sending another file over to Truss. If you continue having trouble receiving files you send to the Truss Desktop App, please send support a chat using the in-app chat feature!