Configuring Return Configuration Set 5500/Employee Benefit Plan Electronic Filing Options

The 5500/Employee Benefit Plan window in the return configuration set displays electronic filing configuration options that apply to all Employee Benefit Plan returns. You can override electronic filing options in the return configuration set using the General > Electronic Filing worksheet.

To configure 5500/Employee Benefit Plan electronic filing options, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Return configuration sets under Tax.
  2. Double-click a return configuration set on the navigation panel.
  3. Click Electronic Filing Options > 5500/Employee Benefit Plan on the navigation panel.
  4. Enter information for 5500/Employee Benefit Plan filing options in the various areas. ClosedExplain the 5500 options.
  5. Click Save to save your changes and continue working in the return configuration set, or click Save & Close to save your changes and close the return configuration set.