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Sending a Tax Return-to-Truss Folder

This article explains how firms deliver completed tax returns using return-to-truss. The process ensures returns are securely stored internally and safely delivered to clients without emailing sensitive documents.

👉 Before you begin: Please be sure that you have installed the Truss App. You must have the app installed to print returns to Truss. Click below to get it installed.

Send Returns / Files Directly to Truss

At a high level, the workflow looks like this:

  1. The firm prints the finalized return to Truss
  2. The return is uploaded into Send Returns
  3. The client securely receives the return and e-signs
 

🖨️ Step 1: Print the Return to Truss

This is the starting point of the process. Finalized returns are printed from your tax software to a specific file path, not directly to Truss as a printer.

From your tax software:

  • Select Print or Export

  • Choose your standard file or PDF output option

  • When selecting the save location, choose the following path:

C:\Users\USERNAME\Documents\return-to-truss

This folder is monitored by Truss AI. Any return placed in this path will automatically be uploaded and routed into the Send Returns section of Truss for secure client delivery.

💡 Tip: Printing to the correct file path is required. Files saved outside of this folder will not be sent to Send Returns.

📂 Step 2: Return Assembly

Now that the return has been uploaded to Truss, it’s time to review, verify, and prepare it for delivery to the client.

Visit our article on Delivering Completed Returns to Clients for step-by-step instructions on completing the process and sending those documents out!

Basic Troubleshooting Steps

Follow these steps if you are experiencing upload issues.

If the return-to-truss folder does not send the file to Truss:

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

  2. Reinstall the app, make special note that Administrator privileges are required: When installing the Desktop App, you must right-click on the .exe and click Run as administrator.

  3. Restart computer

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

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

  1. Make sure they Windows OS is up to date

  2. Restart computer

If they see an error on app startup, there is likely a brief hiccup connecting to our update servers; they can try again in a few minutes.