Enter signer credentials in person

The Department of Labor (DOL) requires electronic filing signer credentials (the User Identification Number (User ID) and the Personal Identification Number (PIN)) are kept confidential. There are 3 ways you can confidentially enter the signer credentials - in person, on the website, or as a practitioner. The following steps are for entering the signer credentials on the website.
note
If the practitioner isn't the signer, enter the name of the person who signs the return in the
Individual signing for plan administrator
field on the
Admin
screen in the
General
folder.
If the signers are able to enter their signer credentials in person, follow these steps.
  1. Open the client's return.
  2. Address all diagnostic messages in the
    ELF Critical
    tab of the
    Federal Diagnostics
    window.
  3. Open the
    ELF
    screen in the
    Electronic Filing
    folder.
  4. Enter the practitioner User ID and PIN in the
    E-Signature: User ID
    and
    E-Signature: Personal identification number (PIN)
    fields in the Direct Signer Designation section. Enter the person who registered and obtained the User ID and PIN with EFAST2 in the
    Individual signing for E-signature
    field. Don't mark any option in the Website Signer Designation section.
  5. Select
    File
    then
    Print returns
    to create the electronic file.
  6. Transmit the electronic file via CS Connect.
    note
    To protect the confidentiality of the signers' credentials, after the signers enter the User IDs and the PINs and leave the field, UltraTax CS replaces the data with asterisks. Therefore, it's imperative that the signers review the data entered before leaving each field.
    After the signers enter their credentials and the electronic file is created and transmitted via CS Connect, the return will be processed as usual, and the DOL will issue an acknowledgment after the DOL completes processing.

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