web client "finish"

[JKW]

We have our clients sign and save their signatures, then we will efile the return. After signing the 5500 with the credentials, the systems states Signatures Saved. We then click EFile and send the return.

When and why would we use the "finish" button in the action grid? If a client signs the return and saves, then clicks finished, we cannot efile, we have to republish then efile. Any ideas?

[ACox]

We are allowing our clients to file, so after they have signed and filed their Form 5500 we are instructing them to click "finished." We will then pull the Form back from WebClient into Gov't Forms software.

[Guest JLecas]

We ar following the same procedure as you by having the clients sign and save their signatures, then we submit the filings. But we are getting errors that the signatures are not valid and the filings reject. We can see the client userid and **** pin clearly before we transmit. What are we doing any different from you? I am waiting to hear from Relius on the incident I submitted 6-17.

We eliminate the finish step by selecting the enable filing "on" on the Plan Info sheet in Govt Forms. This way, when the plan is published, you see E-File, not Finished. Prior to knowing this, we had to change the status from Finished to E-File on web client. IN web client we have our plans set so the clients can't file them. This overwrites the plan info tab in Govt Forms.

If the client selects finished, then the 5500 can't be changed by the client unless you republish it.

[JKW]

Not sure why but I see finished and Efile even with the Enable filing on.

I haven't experienced the problem with the signature being rejected - do you have the latest service packs for the software? I am not sure what else it could be. Are they entering the pin twice and their name is in the name box, right? I have submitted many plans and mine all sign Filing Received.

I have another question, for some of my plans which don't have attachments I still see the paperclip on the side. If I click on it, it states nothings attached. Not sure why it shows on some plans but not on others - have you experienced that?

Thanks for your help.

[Guest JLecas]

Yes, we are up to date on all service packs and quick fixes. The first 3 returns we filed were ok, then suddenly we had an issue almost as if a service pack was to blame. As far as I can tell, all signature info is being done properly. Someone from our office has been going to see the clients and walking them thru the process. I have called Relius twice since my initial incident on June 17. I can't get past the dispatch department. We have a return due July 15 that I still have not submitted because of the signature issues. That doesn't seem to escalate anything with Relius.

I saw a FAQ about the attachments. Log onto the Relius site and look at the FAQs under Gov't Forms. Sorry, I didn't read it but I seem to recall from a user group meeting that the attachment paperclip is not hurting anything being there.