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This article applies to:

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

Enter signer credentials as the practitioner

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.
note
If the practitioner isn't the signer, enter the name of the person who signs the return in the
Individual signing for plan administrator
 field on the
Admin
 screen in the
General
 folder.
If the practitioner is authorized to sign Form 5500 or Form 5500-SF, 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. Don't mark any option in the Website Signer Designation section.
  5. Mark the checkbox indicating that the practitioner has been authorized to enter the User ID and PIN on the return to electronically submit the return in the Service Provider Designation section.
  6. Select
    Edit
    ,
    Electronic Filing Attachments
    , then
    Add
    .
  7. Select
    Federal
     from the
    Product
     dropdown.
  8. Select
    Tax Return
     from the
    Return
     dropdown.
  9. Select
    Manually signed Form 5500 or 5500-SF under e-signature
     for the service providers from the
    Attachment title
     dropdown.
  10. Select
    Browse
     to go to the location of the document you want to attach.
    note
    If the attachment isn't saved as a PDF file, the file won't be listed when you select
    Browse
    . The attachment needs to be a PDF file to attach the document to the electronic file. You can't attach scanned images to the electronic file.
  11. Select
    OK
     to close the
    Add Electronic Filing Attachment
     window.
  12. Select
    View Attachment
     to view the PDF file or select
    OK
     to close the
    Electronic Filing Attachments
     window.

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