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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.
The following includes answers to common questions about electronic filing.
General
Is there a mandate for electronically filing benefit plan returns?
Is Form 5330 included in the electronic file?
Can I electronically file Form 5500-EZ?
Do I need to attach Form 7004 to the electronic file?
Can I electronically file Schedules MB and SB with Form 5500?
How many years of returns does the Department of Labor (DOL) support for electronic filing?
Extensions
Signing returns
Do I need to use a specific attachment title for the signature document for 5500 returns?
Accepted / rejected / amended returns
Can amended returns be electronically filed?
When do I use the Return Acknowledgement Identification Number?
For additional information about electronically filing 5500 returns, see UltraTax/5500 electronic filing overview.
Related topic: 5500 frequently asked questions
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