Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
Law firms
Tax, audit & accounting firms
Success stories
-
A true competitive advantage
Law firm Zarwin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
-
Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
-
The forefront of audit tech
A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
Questions? We are here to help.
Products
Legal
Trade & supply
Tax, audit & accounting
- 1040SCAN
- Audit Intelligence Analyze
- CoCounsel Audit
- CoCounsel Tax
- Ready to Advise
- Ready to Review
- View all
Corporate tax
Recommended products
-
CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
-
CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
-
CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
Questions? We are here to help.
Purchase
Buy solutions
Resources
Insights
Events
Product training
Product communities
Developers
Highlights
-
2026 SKILLS showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
-
Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
-
Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Register for electronic credentials overview
There are 5 user types under the EFAST2 electronic filing system. When you apply for your electronic filing credentials, you can associate with several of these types if you will perform multiple functions.
Before you register as an EFAST2 user, determine your expected system role (user type) so that the Department of Labor (DOL) grants all appropriate credentials after you complete the application.
You can update your user type after you register. To do so, update your user profile. You'll need to mark at least the
Filing Signer
user type.Signers need to have a User ID and PIN. To register for electronic credentials, do the following:
- Go to the EFAST2 website.
- SelectRegisterin the Main menu in the left pane.
- Read and accept the privacy statement.
- Provide your contact information, and then select your user types. Refer to the User Types section to determine your selection.
- Select 1 of 2 challenge questions and provide the answer. This is used in case you forget your password.
- Verify registration information. Your registration is pending until you've received your Credentials Notification email with further instructions.
- The Credentials Notification email will provide a link to a secure EFAST2 website, which will ask you the answer to your challenge question. You'll then be asked to accept the PIN Agreement and the Signature Agreement.
- You'll be prompted to create a password. Once you create your password, the final step is to retrieve the User ID and PIN on the Confirmation page. Upon creating a password and retrieving the User ID and PIN, the EFAST2 registration and account activation is complete.
User Types
- Filing Author -Filing Authors can complete Form 5500 or 5500-SF and the applicable schedules, submit the filing, and check filing status. Filing authors can't sign filings unless they also have the Filing Signer role described below. If you're using UltraTax CS to submit your returns electronically, you don't need to mark this checkbox.note
- If you'll use IFILE for prior-year returns, mark this checkbox.
- If your firm uses the Service Provider Designation method, mark this checkbox during registration or update your User Profile.
- Filing Signer -Filing Signers electronically sign Forms 5500 and 5500-SF and ensure the filing information is correct. Their signature indicates that, to the best of their knowledge and belief, the filing is true, correct, and complete. You can't perform any other filing-related functions when you select this type. Filing Signers include plan administrators, employers, plan sponsors, direct filing entities (DFE), and practitioners who use the Service Provider Designation method. If you file your firm's Form 5500 or Form 5500-SF, mark this checkbox.Your 5500 clients will need a Filing Signer code; therefore, mark this checkbox during registration.noteIf your firm uses the Service Provider Designation method, mark this checkbox during registration or update your User Profile to have this checkbox marked.
- Schedule Author -Schedule Authors can complete one or more of the schedules that accompany Forms 5500 and 5500-SF. Schedules created by a Schedule Author aren't ordinarily associated with a filing. To associate a schedule with a filing, the schedule needs to be exported, and the Filing Author needs to import the exported file to the correct filing. Schedule Authors can't initiate, sign, or submit a filing. If you use UltraTax CS to electronically submit your returns, you don't need to mark this checkbox.noteThe Schedule Author type needs to be selected using the IFILE system. UltraTax CS doesn't provide Schedule Author capability; IFILE is provided solely by the Department of Labor. IFILE is a free limited-function web application for creation and submission of Form 5500 returns and reports through the Department of Labor (DOL).
- Transmitter -Transmitters can transmit Forms 5500 and 5500-SF electronic filings to the EFAST2 system for processing on behalf of others. Transmitters are responsible for the security of all filing information before and during transmission. Transmitters can be companies, trades, businesses, or individuals. If you're using UltraTax CS to transmit your filings, then UltraTax CS is the Transmitter, and you shouldn't mark this checkbox.
- Third-Party Software Developer -Third-Party Software Developers make Form 5500 series filing preparation and/or transmission software for use in the EFAST2 system. Third-Party Software Developers submit test cases to the Participant Acceptance Testing System (PATS) Team using their software. The PATS Certification Team then reviews the developer's submissions and provides feedback or approves and certifies the software. Third-party software developers can be companies, trades, businesses, or individuals. If you are using UltraTax CS to prepare your returns, then UltraTax CS is the Third-Party Software Developer, and you shouldn't mark this checkbox.
This article applies to:
- Product: UltraTax CS
- Return type: 5500 Beneficiary Plan