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If I am completing a Form 5500 or Form 5500-SF using an EFAST2-approved third-party software program, will I need to register for EFAST2 electronic credentials?

April 26, 2017completing efast2 efast2-approved form program REGISTER Software third-party

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If I am completing a Form 5500 or Form 5500-SF using an EFAST2-approved third-party software program, will I need to register for EFAST2 electronic credentials?

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You do not need to register for EFAST2 electronic credentials just to complete the annual return/report using third-party software. If you will be submitting the filing to EFAST2, however, you may need to register for credentials as a Transmitter user type. If you will be signing the filing, you will need to register for credentials as the Filing Signer user type.