UltraTax/5500 electronic filing overview

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This diagram provides an overview of the electronic filing process for 5500 returns, including submitting preliminary applications, entering data, creating electronic files, and transmitting electronic files to the Department of Labor (DOL).

Click to view details Click a shape in the flowchart below for detailed information.


Submit preliminary
applications with the DOL

<br>Submit preliminary <br>applications with the DOL<br><br>
Create the electronic file
and correct errors
Create the electronic file <br>and correct errors
Transmit the electronic file
to the DOL
Transmit the electronic file <br>to the DOL<br>
Enter data for the
electronic return
Enter data for the <br>electronic return
DOL filing dates
DOL filing dates
No
No
Yes
Yes
Have you set up MFA
for your UltraTax CS login?
Have you set up MFA <br>for your UltraTax CS login?
Multi-factor authentication (MFA) requirement 
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