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Form 5227
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Search Trust Tax (ONESOURCE) Support Help and Support.

This article applies to:

  • Product: ONESOURCE Trust Tax

Processing 5227 Returns

You can request to process 5227 tax returns from a register or the account binder. Processing from a register allows you to select one, some, or all of the accounts in the register to process. Submitting a 5227 tax return processing request generates the federal and state 5227 return, applicable related federal filings, supporting detail, and state Attorney General filing.
note
For CLTs and PIFs, you need to submit two separate tax return processing requests: one to process the Form 5227, and one to process the Form 1041. When processing the Form 1041, you can process the federal and state return together or process them separately.
Processing requests generate a tax return print file, which can be printed locally. If you want to print and bulk ship your 5227 tax returns to you, you can indicate the bulk ship print method while you are submitting your processing request or you can submit a subsequent print request after processing. For CRATs and CRUTs, you can use Mail Service to print and ship the recipient package directly to the income recipients.

Processing from a Register

To submit a 5227 tax return processing request from a register:
  1. From the Register Listing page, select Run for the register that includes the accounts you want to process.
  2. Select the check box in the first column for each account you want to process. If you want to select all of the accounts in the register, do not select any check boxes.
  3. The following graphic shows three accounts are selected for processing:
  4. Select the
    Process
     subtopic.
  5. Select
    Tax Return
     from the
    Request
     drop-down list then select
    5227
     from the
    Document Option
     drop-down list.
  6. If you want to print your 5227 returns, select the print method under the
    Shipping
     collapsible section.
  7. Select
    Process
    . You can now review the processing status.

Processing from the Account Binder

To submit a 5227 tax return processing request from the account binder:
  1. Open the account.
  2. Select
    Process
     from the
    Account Action
     drop-down list.
  3. The Process pop-up window displays. Notice that
    Tax Return
     is already selected in the
    Request
     drop-down list and
    5227
     is selected in the
    Document Option
     drop-down list.
  4. If you want to print your 5227 returns, select the print method under the
    Shipping
     collapsible section.
  5. Select
    Process
    . You can now review the processing status.

Reviewing the Processing Status

After the batch is submitted, you can use the Request Status and History page to review the processing status. To access the Request Status and History page, you can:
  • Select
    Request Status and History
     from the
    Register Action
     or
    Account Action
     drop-down list.
  • Select
    HOME
     then
    Admin
    .
The batch is listed under
Current Requests
 collapsible section until the batch completes. After the batch completes, the
# Errors
 column in the
Request History
 collapsible section identifies the number of accounts that were not submitted for processing. If the number in the
# Errors
 column is not zero, the
Request Errors
 collapsible section will show the accounts that were not submitted for processing.
After your accounts are submitted for processing, you can use the
5227 Needs Reprocessing
 register to determine whether any accounts must be reprocessed because of an error that caused processing to stop.