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This article applies to:

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

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.
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 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.
    note
    To protect the confidentiality of the signers' credentials, after the signers enter the User IDs and the PINs and leave the field, UltraTax CS replaces the data with asterisks. Therefore, it's imperative that the signers review the data entered before leaving each field.
    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.

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