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.
Click the following links for general and input screen-specific information for electronic returns.
Overview of electronic filing
- UltraTax/5500 electronic filing overview
- Entering data for 5500 electronic returns overview
- Creating the 5500 electronic file and correcting errors overview
- Transmitting electronic 5500 returns via CS Connect overview
Electronic credentials
- Registering for electronic credentials
- Submitting preliminary applications with the Department of Labor (DOL)
Data-entry guidelines
- Entering data for the same employer / plan sponsor and plan administrator
- General and form-related guidelines for 5500 electronic filing
Preparing electronic returns
- Electronically filing Form 8955-SSA
- Electronically filing Schedules MB and SB
- Preparing 5500 electronic returns (inc. batch processing)
- Preparing 5500 amended returns for electronic filing
- Signing 5500 electronic returns overview
Dates for electronic filing
Department of Labor (DOL) 5500 filing deadlines & electronic filing information
Status of electronic files
Viewing the status and content of 5500 electronically filed returns
Frequently asked questions
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