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This article applies to:

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

Enter signer credentials via website

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 can't enter their credentials in person, you can create the e-file without signatures and have the signer enter their information on the website. Do the following to create the electronic file without signatures:
  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. Mark the
    Plan administrator
    ,
    Employer / Plan Sponsor
    , or
    Direct Filing Entity (DFE)
     checkbox in the Website Signer Designation section on the
    ELF
     screen to indicate which signers will sign the return via a provided website.
    note
    You can designate more than 1 classification of signer, which will require corresponding User ID and PIN entries for each signer.
  5. Verify that a preparer has been selected in
    File
     then
    Client Properties
    .
  6. Verify that the applicable preparer's email address has been entered in the
    Setup
    ,
    Office Configuration
    , then the
    Preparers
     tab.
  7. Select
    File
     then
    Print Returns
    to create the electronic file.
  8. Transmit the electronic file via CS Connect.
  9. Upon receipt of the electronic file without signer credentials, Thomson Reuters will send an email message from
    efile@efileservices.net
     to the assigned preparer with a link to the signing website. The preparer should then forward the email message to the signers with instructions to select the link to access the website and enter their User ID and PIN.
  10. The signers should enter their User ID and PIN as indicated in the instructions provided on the website, then select
    Click to sign return
    then
    OK
     in the confirmation window.
  11. After the User ID and PIN have been entered, we will send a follow-up email message to notify the preparer that we've received the signer credentials and the return is being transmitted to the DOL for processing.
    note
    • We will send reminder email messages to the preparer every 2 days while the signature codes are pending. If the signature codes aren't entered within 2 weeks of transmission of the return to us via CS Connect, the return will be rejected.
    • We will send an email message to the preparer when a signer has completed the signer credentials. We will also include information for signer credentials that are pending.
    • The Thomson Reuters email messages come from
      efile@efileservices.net
      . You'll need to confirm that email spam filters don't prevent these reminder emails from being delivered.

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