Screen ELF - Electronic Filing (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.

Error processing SSI file

Website Signer Designation

Email address to receive web signature email

Enter the email address of the person to receive the web signature email if different from the preparer email address.

Direct Signer Designation

Plan administrator: User ID

To ensure that the User ID is not shared with anyone other than the signer, once you enter the User ID and move the curser to another field, UltraTax replaces the data in this field with asterisks.

Plan administrator: Personal identification number (PIN)

To ensure that the User ID is not shared with anyone other than the signer, once you enter the User ID and move the curser to another field, UltraTax replaces the data in this field with asterisks.

Employer / Plan Sponsor: User ID

To ensure that the User ID is not shared with anyone other than the signer, once you enter the User ID and move the curser to another field, UltraTax replaces the data in this field with asterisks.

Employer / Plan Sponsor: Personal identification number (PIN)

To ensure that the User ID is not shared with anyone other than the signer, once you enter the User ID and move the curser to another field, UltraTax replaces the data in this field with asterisks.

Direct Filing Entity (DFE): User ID

To ensure that the User ID is not shared with anyone other than the signer, once you enter the User ID and move the curser to another field, UltraTax replaces the data in this field with asterisks.

Direct Filing Entity (DFE): Personal identification number (PIN)

To ensure that the User ID is not shared with anyone other than the signer, once you enter the User ID and move the curser to another field, UltraTax replaces the data in this field with asterisks.

E-Signature: User ID

To ensure that the User ID is not shared with anyone other than the signer, once the User ID is entered and the curser is moved to another field, the data in this field is replaced with asterisks.

E-Signature: Personal identification number

To ensure that the PIN is not shared with anyone other than the signer, once the PIN is entered and the curser is moved to another field, the data in this field is replaced with asterisks.

Individual signing for E-Signature

Efiling purposes only.

Service Provider Designation

The Department of Labor (DOL) has authorized that under specific rules, a plan service provider who manages the annual filing of Form 5500 / 5500-SF may sign on behalf of the plan administrator.

Service Provider

Enter the name of the person physically signing the Form 5500 copy that you submit with the electronic file in the Individual signing for plan administrator field on Screen Admin.

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