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This article applies to:

  • Product: GoSystem Tax RS
  • Return type: 5500 Beneficiary Plan
  • Subject: Print,Reports

Print the Summary Annual Report

To print the Summary Annual Report:
  1. Go to
    Organizer
    ,
    5500 Series
    ,
    [plan name]
    ,
    5500
    ,
    Form 5500
    , and then
    5500 Information
    .
  2. Select
    Pension/Welfare Plan Characteristic Codes
    .
  3. Select
    Pension
     or
    Welfare
     to print the Summary Annual Report.

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