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. Explain the 5500 options.

Component	Description
e-file paragraph in letters and filing instructions
Transmittal/filing instructions paragraph	Select how to print the transmittal letter and filing instruction paragraph for returns filed electronically. Select one of the following: Not applicable Standard Alternate Suppress No further action
Electronic filing options
Notes: Email notifications are free of charge. Postcard notifications are priced according to the latest Pricing Catalog for each taxing authority in the return. Email notifications or postcards are sent for each taxing authority. For example, if you have a return for federal and four states, five e-mails or postcards will be sent. Each postcard will be charged.
Electronic filing notification to client option	Select one of the following for clients to receive notifications when returns are accepted by a taxing authority: Notify all clients by email Notify all clients by postcard Notify clients by postcard only if the email address has not been input Send no notification to tax clients Notes: When you choose to notify your clients by e-mail, you are authorizing Wolters Kluwer to act on your behalf and send e-mail notifications of taxing authority acceptance directly to your tax clients. Notifications are not sent for MI or OH city returns acceptance.
Electronic filing notification to signer option	Select one of the following for signers to receive notifications when returns are accepted by a taxing authority: Notify all signers by email Notify all signers by postcard Send no notification to signer Note: Notifications are not sent for MI or OH city returns acceptance.
Electronic filing rejection notification to signer option	Select one of the following for signers to receive notifications when returns are rejected by a taxing authority: Send no notifications Send e-mail to signer Send e-mail to alternate signer e-mail address Send e-mail to both signer and alternate
Electronic filing stopped notification to signer option	Select one of the following for signers to receive notifications when returns are stopped by the Tax system: Send no notifications Send e-mail to signer Send e-mail to alternate signer e-mail address Send e-mail to both signer and alternate Note: This option applies to tax years 2017 and higher.
Notification options
Send e-mail notification to e-mail address below in lieu of signer	If you selected to notify all signers by email, you can enter an alternate email address to receive notifications in lieu of the signer's email address. Important: If you select to send email notifications to an alternate address, you must enter the email address; otherwise, notifications are not sent.
Select the type of notification to be received	If you selected to send electronic filing notifications to clients or signers, select to send notifications for returns.
Select the taxing authority you want to receive notifications for	If you selected to send electronic filing notifications to clients or signers, select to send notifications for the Federal taxing authority.

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.