Anyone Considering Just IFILE?

[austin3515]

I had to export a few plans from RGF and import to IFILE, which was a breeze. And getting the client to sign was also a breeze, because everything was at the same site, and not to metnion the DOL's site is holding up very very well.

The invitation proicess worked out perfectly, simple and efficient. The only down side is the lack of reporting on a firm level, but we might be able to work around that by saving the confirm emails for comprehensive pre-deadline checks, which we always did anyway.

Any thoights from anyone else??

[Dinosaur]

We have been using Relius Web Client but the attachments are still not working. We then did some through Relius Gov't Forms through Utilities/Electronic Filing and then those were timing out.

Now I am trying to do the last few through IFILE. We have the plan admin signature on the Form 5500. I have created an xml file and uploaded the Form 5500SF and the signed copy of the Form 5500SF as an other attachment into the DOL website. What now? I cannot file any instructions once that box comes up. I would think it would be easy since we are signing for the client. Are there are instructions anywhere? Or am I just losing it? I don't see a help button. Please help.

[austin3515]

This is from memory but should be pretty close. Just don't get hung up if I miss something or it doesn';t line up exactly.

1) From the Home Page, there should be a link that says you have plans in progress or something like that. Click that link

2) Then you should see your plan with a blue hyperlink thing. Click that

3) Then click on "Associate Signers" from the gray bar towards the top of the screen

4) Type in the email address associated with the signer from your TPA shop (should be the email for the account you are currently logged inot.

5) Go back to the home page, it should say you have one plan awating your signature. Click on that. Then, click on the plan you're trying to sign.

6) There should be a "sign" button towards the top of the page. Clikc on that, accept the agreement, and then fill in all of the information for the credentials, etc.

7) Then go back to the home page - there should be another link that says you have plans waiting to be submitted. Click on that. Then, click on the plan you're trying to sumbit.

8) Click on the submit button.

[Dinosaur]

This is from memory but should be pretty close. Just don't get hung up if I miss something or it doesn';t line up exactly.

1) From the Home Page, there should be a link that says you have plans in progress or something like that. Click that link

2) Then you should see your plan with a blue hyperlink thing. Click that

3) Then click on "Associate Signers" from the gray bar towards the top of the screen

4) Type in the email address associated with the signer from your TPA shop (should be the email for the account you are currently logged inot.

5) Go back to the home page, it should say you have one plan awating your signature. Click on that. Then, click on the plan you're trying to sign.

6) There should be a "sign" button towards the top of the page. Clikc on that, accept the agreement, and then fill in all of the information for the credentials, etc.

7) Then go back to the home page - there should be another link that says you have plans waiting to be submitted. Click on that. Then, click on the plan you're trying to sumbit.

8) Click on the submit button.

Thanks for the info. I'll give it a shot

[austin3515]

Let me know if it works...

[R. Butler]

We used IFILE for all of our 5500's; had very few issues.

[Bill Presson]

We used IFILE for all of our 5500's; had very few issues.

Same here.

[Dinosaur]

I think we might not use it since our bosses name as preparer would be show up on the signature area and on the plan admin typed area.

[pmacduff]

We are a small shop and while we do use RGF but not Web Client. (Turns out that was a good thing from what I'm hearing!)

Anyway we did all our client returns by downloading the *.xml files created in RGF to EFAST2 and then either the client went on and signed or we attached the signature pages and we signed.

Considering we didn't have the RGF ability to create the *.xml files until June I think we did ok. We had a couple to file today but are all done now.

That being said - I think we are going with Ft William next year for 5500 filings as we have heard only good things about that software.

[K2retire]

We've been using the export to xml option on all of our audit plans this week since we started getting errors on Web client. It is fast and easy.