Registering for electronic credentials overview (5500)

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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.

There are five 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, you should determine your expected system role (user type) so that the Department of Labor (DOL) grants all appropriate credentials after you complete the application. For further information, see the EFAST2 Guide for Filers and Service Providers. You can update your user type after you register. To do so, update your user profile. You must mark at least the Filing Signer user type.

Signers must have a User ID and PIN. To register for electronic credentials, do the following:

  1. Access the EFAST2 website.
  2. Click Register in the Main menu in the left pane.
  3. Read and accept the privacy statement.
  4. Provide your contact information, and then select your user types. See User Types below to determine your selection.
  5. Select one of two challenge questions, and provide the answer. This is used in case you forget your password.
  6. Verify registration information. Your registration is pending until you have received your Credentials Notification email with further instructions.
  7. The Credentials Notification email will provide a link to a secure EFAST2 website, which will ask you the answer to your challenge question. You will then be asked to accept the PIN Agreement and the Signature Agreement.
  8. You will 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

Related topic: UltraTax/5500 electronic filing overview

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