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Enter signer credentials in person

The Department of Labor (DOL) requires electronic filing signer credentials (the User Identification Number (User ID) and the Personal Identification Number (PIN)) are kept confidential. There are 3 ways you can confidentially enter the signer credentials - in person, on the website, or as a practitioner. The following steps are for entering the signer credentials on the website.
If the signers are able to enter their signer credentials in person, follow these steps.
  1. Open the client's return.
  2. Address all diagnostic messages in the
    ELF Critical
     tab of the
    Federal Diagnostics
     window.
  3. Open the
    ELF
     screen in the
    Electronic Filing
     folder.
  4. Enter the practitioner User ID and PIN in the
    E-Signature: User ID
     and
    E-Signature: Personal identification number (PIN)
     fields in the Direct Signer Designation section. Enter the person who registered and obtained the User ID and PIN with EFAST2 in the
    Individual signing for E-signature
     field. Don't mark any option in the Website Signer Designation section.
  5. Select
    File
     then
    Print returns
     to create the electronic file.
  6. Transmit the electronic file via CS Connect.
    After the signers enter their credentials and the electronic file is created and transmitted via CS Connect, the return will be processed as usual, and the DOL will issue an acknowledgment after the DOL completes processing.

This article applies to:

  • Product: UltraTax CS
  • Return type: 5500 Beneficiary Plan

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