Index
💥 New Feature Release
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Customized Worksheet Template
We updated the Worksheet view and added full row and column customization. To learn more, visit our Worksheet Guide article.
ERO Pre-Fill Overview
Send Returns will now pre-select the ERO when there’s exactly one match. If there’s no match or more than one, staff can choose manually in the new ERO field, separate from taxpayer and spouse recipients. The field also shows whether the ERO will auto-sign, receive an email to sign, or is outside the Truss firm.
To enable this new feature, check out our article on how to Enable ERO Signature Autofill with PTIN.
New Lacerte Organizer Type Recognition
Organizer Uploads now accept Lacerte data files for gift tax (709) and fiduciary (1041) returns.
📈 Updates
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Visual Update to Scheduled Message Queue
We used to display Sent for a scheduled delivery once the process began. We've expanded our reporting to show the number of items currently waiting and the number of items we send at a time.
Learn more in our article View and Edit Scheduled Messages.
Added Clarity to Drive Folder Year Updates in Update Template Years
Firms using automatic Drive year folders now see an explanation on Update Template Years that existing client folders need a separate update. The notice gives the 2026 year-range steps and links directly to the Update Existing Drive Folders dialog, even when no template fields need rolling forward.
To see the full feature, visit our Update Template Years article.
Dynamic Status and Filter Totals
The visible Project status totals now update based on filters applied.
We have also added a Show counts option to your Saved Filters to generate a visual report of the number of Projects the filter contains.
Added Restriction to Limited Users Marking Tasks as Paid
A new restriction was added to User Permissions to restrict Limited Users from marking payment and invoice tasks as Paid. See the full list of permissions/restrictions in our User Permissions for Limited Access Users article.
Add From Last Year Expansion: All Return Types and Organizer Upload
“Add From Last Year” now works for 1041, 1065, 1120, 1120-S, 990, 706, and 709 projects, and firms can turn it on automatically for every organizer-created project.
Learn more in our Add From Last Year’s Projects article.
One-Click Return Replacement
We added a feature that automatically organizes previously generated return tasks, and a quick click of Replace Return will remove the prior tasks as you prepare to upload the new return. Check it out in Replace Existing Return Tasks.
Searchable Project Owner Dropdown
The owner dropdown on the project page is now the same searchable picker used on the Projects list.
New “Uploads needing review” Project Filter
A new Advanced Filter surfaces projects with client uploads still waiting on review, even when the checklist isn’t complete, and it can be combined with Tasks Completion % using Match any. For all options in Advanced Filters, visit Filtering and Sorting Projects.
Stop E-signature Reminders on Archived Projects
The e-signature mailer now skips archived projects, including reminders queued before the Project was archived.
Sort Assembly Uploads by Filename, Status, and Upload Date
Filename, Status, and Date Uploaded are now sortable column headers.
The Second Signer on Business Returns is now Taxpayer #2
On the Send Returns: Choose Recipients step, the second signer on business returns now reads “Taxpayer #2” instead of “Spouse”.
Mark invoices Paid from the Project, New Removal Option, Expanded Reporting
An invoice task’s 3-dot menu now has “Mark as Paid via” (Card, Bank Account, Check, Other), and both the project board and the Invoices page have a “Remove payment method” option for invoices that were manually marked paid.
New Warnings for Reminders when the Firm has 'All Off' set
Instead of automatically changing reminders to ‘All Off’ when the firm has it set, we now allow users to set a reminder schedule but provide a warning that no reminders will be sent until the firm default is changed. See more in Setting or Adjusting Project Reminder Schedules.
Update Contact Info endpoint in the API and Zapier
Firms can now update a contact’s information through the API and the Truss Zap.
PUT /api/v1/contacts/{contact_id}
- Update Contact Info (PUT /contacts/{contact_id}): https://truss-api.readme.io/reference/put_contacts-contact-id
🏗️ Fixes
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📚 Assembly
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Fixed a series of Lacerte-specific page recognition issues involving instructions, voucher quarters and due dates, and task name generation.
Oklahoma estimated-payment coupons match by quarter
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Axcess OW-8-ES coupons now attach to the correct quarter instead of a worksheet or another quarter’s coupon when the amounts are equal (existing uploads need reprocessing).
North Carolina annual reports attach even without a printed fee
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The NC business corporation annual report is now recognized and attached instead of being left unmatched.
📧 Email & Messaging
Daily action-item digest matches the Action Items page
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The digest email no longer includes comments and uploads from deleted projects.
Drop-off emails no longer use deleted contact names
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Drop-off notifications now use the active contact’s name (or the sender’s email) when a deleted contact shared the same email address.
🏛️ IRS Connect
IRS Connect: contacts linked to multiple entities show the right transcript entity
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The Connect modal now shows the correct transcript filing entity for contacts connected to more than one entity.
Clients see a “Finish on your computer” page after phone ID verification
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After an IAL2 photo ID check on a phone, clients now get a clear handoff page telling them to return to their computer, instead of the T420 “Looking for your page?” error.
🗄️ Organizers
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Organizer uploads with no client email now correctly appear under Needs Fixing so they can be repaired
🗃️ Projects & Tasks
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Project searches sorted by recent activity no longer time out for large firms
Clear filter links no longer bounce back to the starred default view
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Clear All Filters and the single-filter Clear links on Projects, Contacts, Entities, and Notifications now actually clear instead of reloading your default saved view.
Standard payment reminders now save the built-in schedule
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Selecting Standard saves the 14, 7, 1, and 0 days-before schedule even when the firm’s payment schedule is Off, so estimated payment reminders send once the firm turns reminders on (reselect Standard on existing projects to update them).
“Select new files only” works after resolving a duplicate
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In the Download Files modal, “Select new files only” now deselects previously downloaded files after you resolve a potential duplicate.
Auto-split only applies to drop-ins, and splitting no longer sends upload notifications
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Files are only queued for auto-split when a firm user or client drops them into AI Sort, split files are tagged with a warning, and splitting a file keeps the original uploader so it no longer triggers a “new upload” notification.
🔒 System & Security
“+ New” task menu options now work in Safari
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Fixed an issue where users on Safari couldn’t interact with the + New drop-down inside Projects.
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Follow-up to last week’s Safari fix: clicking Task, Form, and the other options in the project page “+ New” menu now works in Safari.
Login Redirects
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Corrected login landings to avoid redirects onto client-facing pages or file downloads.
🪷 User Interface and User Experience (UI & UX)
Page Number display corrected
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Fixed a layout issue where the page number would not display fully in Review Mode.
Completed e-signature PDFs are no longer auto-rotated
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Signed e-signature PDFs keep their page orientation instead of being auto-rotated.
Engagement letters keep multiline advanced merge values
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Line breaks in advanced merge CSV values are now preserved in both the preview and the saved letter instead of collapsing to one line.