5500-US ELF: Using an attachment title for signature documents (FAQ)

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Question

Do I need to use a specific attachment title for the signature document for 5500 returns?

Answer

You must use the attachment title “Manually signed Form 5500 or 5500-SF under e-signature option for providers” for the attached, signed Form 5500 or 5500-SF, Pages 1 and 2. If you use the attachment title "Other Attachment," UltraTax CS generates error CSIUS01 when you attempt to create the electronic file.

Related topic: 5500-US ELF: Electronic filing FAQs

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