5500 - US ELF: Error Code P-227: Stop: The plan administrator's USERID and PIN are missing or invalid...

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Error Code P-227: Stop: The Plan Administrator's USERID and PIN are missing or invalid. The filing must contain this valid information.

This is basically the same troubleshooting as 5500 - US ELF: Error Code P-227. However, you can only amend an 'Accepted'' filing, because you need the Acknowledgment ID number that is only given on an accepted return. Again, on a return that has been rejected for P-227, go through the validating of the User's ID and PIN from the above mentioned topic and then just re-efile the return as normal and it should be accepted.

Error Code P-227 will be triggered when a Plan Administrator's name is listed on Screen Admin, located under the General folder, in the Individual signing for plan administrator field, but no Administrator's Signer Identification Number or Personal Identification Number (PIN) is entered. Or if using website electronic signing (on Screen ELF) and the Website electronic signers: Plan administrator checkbox is not marked.

If the employer/sponsor and plan administrator are the same, refer to Data entry when employer / sponsor and plan administrator are the same for the correct data entry.

If the above data entry is correct, the error code will be triggered when a signer did NOT complete the application process completely. Follow the instructions below for registration.

  1. Access www.efast.dol.gov/welcome.html.
  2. Select the Login button located on the left side.

  3. Enter the User ID.
  4. Click the Forgot Password link below that.
  5. Answer the secret question.
  6. Enter a password and confirm the password and click OK or Finish. The Password has to be at least 10 characters long and at least 1 number and 1 letter.
  7. Re-create and transmit the electronic file and have the client sign again.

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