Entering data for the same employer / sponsor and plan administrator (5500)

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Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

When the employer / sponsor and the plan administrator are the same for a 5500 electronic return, do the following:

  1. In Screen 5500 in the General folder, enter the client's information.

    Note: Do not enter information in the Individual signing for plan sponsor field.

  2. Click the Admin tab in the General folder.
  3. In Screen Admin, enter X in the Plan administrator information same as sponsor field. 
  4. Open Screen ELF in the Electronic Filing folder, and complete only the Administrator field(s) for the designation used to sign the return (Website signer, Direct Signer, or Service Provider).

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