2017 ULTRATAX CS- Alerts and notices
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Internal Employees
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.
To fix this error, do the following:
- Choose Edit > Electronic Filing Attachments.
- Highlight the attachment and click Edit.
- Select Manually signed Form 5500 or 5500-SF from the Attachment title field.
Related topic: 5500-US ELF: Electronic filing FAQs