UltraTax/5500 electronic filing overview

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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.

This diagram provides an overview of the electronic filing process for 5500 returns, including submitting preliminary applications, entering data, creating electronic files, and transmitting electronic files to the Department of Labor (DOL).

Click to view details Click a shape in the flowchart below for detailed information.

5500 electronic filing overview

Related topic: E-File Help Center

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