New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

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:

1. Choose Edit > Electronic Filing Attachments.
2. Highlight the attachment and click Edit. 
3. Select Manually signed Form 5500 or 5500-SF from the Attachment title field.

Related topic: 5500-US ELF: Electronic filing FAQs

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