EFAST2 submission

[Dinosaur]

We are a TPA that obtained signing credentials to sign on behalf of our clients. We use Relius government forms to prepare the forms. We will follow the instructions with respect to the new procedure (authorization from client, .pdf file of first 2 pages of 5500, etc). With this new rule can we just import the .xml files (schedules, etc) generated by Relius government forms and import once logged in as the TPA at the DOL website or does Relius have to do a fix first? There was a note at the Relius website that "SunGuard will be incorporating the option into its software for later release". Since we are not using Relius Web Client I wouldn't think we have to wait for a fix. Any thoughts?

[abanky]

Relius told me last week that they would have the update ready this week... but we'll see.

[Dinosaur]

Relius told me last week that they would have the update ready this week... but we'll see.

I would think that the update wouldn't matter if you are only using Relius to do the forms and then importing the forms, attachments at the DOL website.

[abanky]

they said the update would allow someone to upload using efast filing assistant

[Dinosaur]

they said the update would allow someone to upload using efast filing assistant

What is that?

[abanky]

have no plan books open... utilities/electronic filing/create efast filing

i might be mistaken... but the person i talked to said that when you get to the point prior to transmitting, you'll be able to put in your # as signing on the authority of the client.

[Dinosaur]

have no plan books open... utilities/electronic filing/create efast filing

i might be mistaken... but the person i talked to said that when you get to the point prior to transmitting, you'll be able to put in your # as signing on the authority of the client.

I thought the e-signing process wouldn't be done until you are on the DOL website and already imported the .xml file from Relius (again assuming not using Web Client). I would think you would create the EFAST filing with attachments then go to the DOL website, upload then sign on the authority of the client.

[pmacduff]

Dinosaur,

I'm with you - I was expecting to create the file in my RGF; export the *.xml file; & send that down to EFAST2 to await signature.

(We are having our clients sign).

I actually did try transmitting a form that didn't yet have the client signature and the filing was "stopped" due to no signature.

That's why I assume I have to wait for the RGF update that will allow me to create the *.xml file that I can send down to EFAST2.

We feel like this is insanity in our office. It would be so much easier if our clients could share their credentials.

For crying out loud - this is a informational return filing that gets posted on the internet anyway....does this make sense to anyone?

We would much rather our clients share their credentials with us than have their returns posted with signatures (the "fix" that the EBSA came up with to avoid credential sharing).

[rcline46]

Read what it says under the admin/sponsor signature - the return is correct subject to PERJURY - which is a felony. Have you attorney explain what that statement means if you don't get it.