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EBSA is working closely with commercial software
developers to make 5500 electronic filing readily available to anyone
interested. Software developers who wish to design their own electronic filing
program should call the toll-free EFAST Help Line telephone number,
1.866.463.3278 for specifications, validation criteria and records layout
documents.
Beginning with the 2000 plan year, EFAST approved
software should be available for both the machine print and hand
print Form 5500 and 5500-EZ.
Electronic filers must use the machine print
version of the forms and file via approved EFAST transmitters (authorized
transmitters of forms via modem or file transfer protocol) or on magnetic tape,
floppy diskette, or CD-ROM via mail to Lawrence, Kansas.
If you plan to file electronically, the individual
who signs the Form 5500 or Form 5500-EZ needs an EFAST electronic signature to
file electronically via modem or file transfer protocol, magnetic tape, floppy
diskette, or CD-ROM. That individual must apply for an EFAST electronic
signature by submitting a completed Form EFAST-1 signed by that individual.
A company, trade, business, or other person
applying to be an EFAST transmitter or software developer also must submit a
completed Form EFAST-1 signed by an authorized representative. An EFAST
Transmitter is a company, trade, business, or other person that forwards Forms
5500 and/or 5500-EZ for filing via modem in compliance with EFAST electronic
filing procedures. An EFAST Software Developer is a company, trade, business,
or other person that creates, programs, or otherwise modifies computer software
to be used to complete Forms 5500 and/or 5500-EZ in compliance with EFAST
specifications.
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EBSA will list on this Web site the private sector
companies who have developed software that has been approved for use in
completing the machine print and hand print Form 5500 and Form 5500-EZ under
the EFAST system. Some approved software will also allow filers to transmit
their machine print Form 5500 and 5500-EZ via magnetic media and/or
modem-to-modem transmission. For more information see Frequently
Asked Questions. |
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Software
Vendors |
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Information on these products and their vendors'
is provided for the convenience of filers. The U.S. Department of Labor does
not endorse or warrant these companies, their products, or their services. |
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2007 Approved
Software Vendors |
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Company Name |
Product Name |
1D Bar Code
Certification
For Hand
Print |
2D Bar Code
Certification
For Machine
Print |
Electronic Filing
Certification |
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Datair
|
Pension Reporter
|
|
Yes
|
Yes
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SunGard-Relius
|
Relius Government Forms
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Yes
|
Yes
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Blaze SSI
|
Blaze SSI Govforms
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Yes
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CFS Tax, Software Inc
|
Tax Tools Small Business Tools
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Yes
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Peter Knox & Associates
|
Knox on Pensions
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Yes
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Ft William
|
www.ftwilliam.com
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Yes
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STF Services Corporation
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SuperForm
|
Yes
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Yes
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TaxWorks Inc.
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Yes
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Intuit
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Lacerte Software
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Yes
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Yes
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AccuDraft
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Smart Forms 5500
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Yes
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CCH
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ProSystem fx
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Yes
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Yes
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Principal Financial Group
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Yes
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Yes
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Southland Pension Services
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Yes
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Thomson Tax and Accounting
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UltraTax CS,
e-Form,
GoSystem
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Yes
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Rhodes Computer Services
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Tax Slayer
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Yes
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CCH a Wolters Kluwer Business
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Perform Plus III
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Yes
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Yes
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Actuarial Systems
Corporation (ASC)
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DGEM
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Yes
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Fidelity Investments
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Yes
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Yes
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Creative Solutions
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Yes
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ATX
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Yes
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Universal Tax Systems
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Taxwise
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Yes
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2006 Approved
Software Vendors |
|
Company Name |
Product Name |
1D Bar Code
Certification
For Hand
Print |
2D Bar Code
Certification
For Machine
Print |
Electronic Filing
Certification |
|
Datair
|
Pension Reporter
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Yes
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Yes
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SunGard
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Yes
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Yes
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Ft William
|
www.ftwilliam.com
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Yes
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Blaze SSI
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Blaze SSI Govforms
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Yes
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Peter Knox & Associates, PC
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Knox on Pensions
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Yes
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STF Services Corporation
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SuperForm
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Yes
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Yes
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CFS Tax Software Inc
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Yes
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AccuDraft
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Smart Forms 5500
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Yes
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CCH Incorporated
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Prosystemfx
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Yes
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Yes
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SunGard
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Relius XP
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Yes
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Rhodes Computer Services
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TaxSlayer
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Yes
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Southland Services
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Yes
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Thomson RIA
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e-Form
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Yes
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Wolters Kluwer
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Yes
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Fidelity
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Yes
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Yes
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TaxWorks
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Yes
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Principal Financial Group
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Yes
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Yes
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Creative Solutions
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Ultra Tax
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Yes
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Yes
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CCH Incorporated
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Perform plus III
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Yes
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Yes
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Thomson RIA
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GoSystems
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Yes
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Intuit
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Lacerte Software
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Yes
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Yes
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Paychex Inc.
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HRIS
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Yes
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ATX II LLC
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Yes
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AXA Equitable
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Harmon Meadow
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Yes
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AXA Equitable
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Bowne
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Yes
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DataPath Inc
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DataPath5500
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Yes
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Flores & Associates
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Yes
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Universal Tax Systems
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TaxWise
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Yes
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MHM Resources
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Yes
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Actuarial Systems
Corporation (ASC)
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DGEM
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Yes
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2005 Approved
Software Vendors |
|
Company Name |
Product Name |
1D Bar Code
Certification
For Hand
Print |
2D Bar Code
Certification
For Machine
Print |
Electronic Filing
Certification |
|
Peter Knox & Associates
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Yes
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Datair
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Yes
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Yes
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SunGard Corbel
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Relius
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Yes
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Yes
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Yes
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CCH
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ProSystemfx
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Yes
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Yes
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Blaze SSI
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Blaze SSI GovForms
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Yes
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STF
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SuperForm
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Yes
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Yes
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CFS
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TaxTools
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Yes
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Ft. William
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www.ftwilliam.com
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Yes
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Southland
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Yes
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SunGard Corbel
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Relius XP
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Yes
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Intuit
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Lacerte
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Yes
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Yes
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TaxWorks
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Yes
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AccuDraft
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Yes
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Fidelity Investments
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Yes
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Yes
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Creative Solutions
|
Ultra Tax
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Yes
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Rhodes Computer Service
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TaxSlayer
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Yes
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RIA Thomson
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e-Forms, GoSystems
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Yes
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ATX
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Yes
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Principal Financial Group
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Yes
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DataPath
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Yes
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Universal Tax Systems
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TaxWise
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Yes
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Paychex
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Yes
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AXA Equitable
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Bowne
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Yes
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Flores & Assoc
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Yes
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Wolters Kluwer
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WK
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Yes
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Yes
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MHM Resources
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Yes
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Benefit Innovations Inc.
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FlexWorks
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Yes
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2004 Approved
Software Vendors |
|
Company Name |
Product Name |
1D Bar Code
Certification
For Hand
Print |
2D Bar Code
Certification
For Machine
Print |
Electronic Filing
Certification |
|
SunGard Corbel (Peak-1) |
Relius Government Forms (formerly HYPERPrep) |
Yes |
Yes |
Yes |
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Datair Employee Benefit Systems, Inc. |
Pension Reporter |
|
Yes |
Yes |
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Blaze SSI Corporation |
Blaze SSI GOVFORMS |
|
Yes |
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CFS Tax Software, Inc. |
Tax Tools; Small Business Tools |
|
Yes |
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Fort William LLC |
www.ftwilliam.com |
|
Yes |
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Intuit Inc. Lacerte Software Corp. |
5500 Benefit Plan |
|
Yes |
Yes |
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STF Services Corporation |
SuperForm |
Yes |
Yes |
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Southland Pension Services |
|
Yes |
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Accudraft |
AccuDraft SmartForm 5500 |
|
Yes |
Yes |
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Fidelity Investments |
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Yes |
Yes |
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Rhodes Computer Services, Inc. |
TaxSlayer |
|
Yes |
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CCH |
ProSystemfx Tax-Deferred Compensation (5500) |
|
Yes |
Yes |
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Principal Financial Services |
|
Yes |
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Yes |
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Creative Solutions |
|
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Yes |
Yes |
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SunGard Corbel |
Relius XP |
|
Yes |
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DNA Systems Inc. |
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Yes |
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RIA |
GoSystem |
|
Yes |
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RIA |
e-Form |
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Yes |
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Paychex |
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Yes |
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Travis Software |
Travis Flex |
|
Yes |
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DataPath |
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Yes |
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Universal Tax Systems |
Tax Wise |
|
Yes |
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ATX II, LLC |
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Yes |
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TaxWorks |
Tax Agent, USA,
Tax Systems, Great Tax, Tax View, IntelliBiz, Tax Vision |
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Yes |
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MHM |
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Yes |
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Benefit Innovations Inc. |
FlexWorks |
|
Yes |
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Flores and Associates |
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Yes |
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Peter Knox & Associates |
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Yes |
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AXA Equitable |
Harmon Meadow/Vestcom |
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Yes |
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2003 Approved
Software Vendors |
|
Company Name |
Product Name |
1D Bar Code
Certification
For Hand
Print |
2D Bar Code
Certification
For Machine
Print |
Electronic Filing
Certification |
|
SunGard Corbel (Peak-1) |
Relius Government Forms (formerly HYPERPrep) |
Yes |
Yes |
Yes |
|
SunGard Corbel |
Relius
XP |
|
Yes |
|
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Datair Employee Benefit Systems,
Inc. |
Pension Reporter |
|
Yes |
Yes |
|
CCH |
ProSystemfx Tax-Deferred Compensation (5500)
|
|
Yes |
Yes |
|
Blaze
SSI Corporation |
BLAZE
SSI GOVFORMS |
|
Yes |
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CFS
Tax Software, Inc. |
Tax Tools, Small Business Tools |
|
Yes |
|
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Accudraft |
AccuDraft SmartForm 5500 |
|
Yes |
Yes |
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Intuit Inc. Lacerte Software Corp. |
5500
Benefit Plan |
|
Yes |
Yes |
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Peter
Knox & Associates |
Knox on Pensions |
|
Yes |
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Southland Pension Services |
|
Yes |
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Fidelity Investments |
|
|
Yes |
Yes |
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Fort William LLC |
www.ftwilliam.com |
|
Yes |
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ATX |
SABER |
|
Yes |
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RIA |
e-Form, e-FormRS, GoSystem Tax,
GoSystem, TaxRS, TaxRS |
|
Yes |
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Universal Tax Systems, Inc |
TaxWise |
|
Yes |
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Creative Solutions |
Ultra Tax |
|
Yes |
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Paychex |
HRIS |
|
Yes |
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Laser Systems |
TaxWorks |
|
Yes |
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STF Services Corporation |
SuperForm |
Yes |
Yes |
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DNA Systems |
DNA 5500 |
|
Yes |
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Principal Financial |
|
Yes |
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Yes |
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MHM Resources, Inc |
Winflex125, CPMS |
|
Yes |
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Travis Software |
TravisFlex for Windows |
|
Yes |
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Greatland Corp |
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Yes |
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TRE Financial Services |
|
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Yes |
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NTS Service Corporation |
|
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Yes |
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World Wide Web Tax |
1040 ProPak |
|
Yes |
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AXA (fka Equitable) |
|
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Yes |
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Flores and Associates |
|
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Yes |
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Rhodes Computer Services, Inc. |
TaxSlayer |
Yes |
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DataPath |
DataPath5500 |
|
Yes |
|
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Benefit Innovations |
FlexWorks |
|
Yes |
|
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|
2002 Approved
Software Vendors |
|
Company Name |
Product Name |
1D Bar Code
Certification
For Hand
Print |
2D Bar Code
Certification
For Machine
Print |
Electronic Filing
Certification |
|
SunGard Corbel (Peak-1) |
Relius Government Forms (formerly HYPERPrep) |
Yes |
Yes |
Yes |
|
Datair Employee Benefit Systems,
Inc. |
Pension Reporter |
|
Yes |
|
|
CFS
Tax Software, Inc. |
Tax
Tools; Small Business Tools |
|
Yes |
|
|
Blaze
SSI Corporation |
BLAZE
SSI GOVFORMS |
|
Yes |
|
|
Intuit Inc., Lacerte Software Corporation
|
5500 Benefit Plan |
|
Yes |
Yes |
|
RIA |
e-Form, e-FormRS, GoSystem Tax,
GoSystem TaxRS |
Yes |
Yes |
|
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Peter Knox & Associates |
|
|
Yes |
|
|
CCH |
ProSystemfx Tax - Deferred Compensation
(5500) |
|
Yes |
Yes |
|
Fidelity Investments |
|
|
Yes |
Yes |
|
Accudraft |
AccuDraft, SmartForm 5500 |
|
Yes |
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STF Services Corporation |
|
Yes |
Yes |
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ATX |
SABER |
|
Yes |
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Creative Solutions |
|
|
Yes |
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Greatland Corp |
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Yes |
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TRE Financial Services |
|
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Yes |
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NTS Service Corporation |
|
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Yes |
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TaxWorks |
|
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Yes |
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MHM Resources, Inc. |
Winflex125, CPMS |
|
Yes |
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Pension Benefits, Inc. |
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Yes |
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Paychex |
HRIS |
|
Yes |
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Southland Pension Services |
|
Yes |
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Travis Software |
TravisFlex for Windows |
|
Yes |
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Universal Tax Systems, Inc |
|
|
Yes |
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ePlans |
PlanMagic |
|
Yes |
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Diamond Light Financials |
|
|
Yes |
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Principal Financial |
|
Yes |
|
Yes |
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Rhodes Computer Services, Inc. |
TaxSlayer |
Yes |
|
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|
DNA Systems |
DNA 5500 |
|
Yes |
|
|
Accountant's World |
|
|
Yes |
|
|
World Wide Web Tax |
1040 ProPak |
|
Yes |
|
|
Flores and Associates |
FSADirect |
|
Yes |
|
|
DataPath |
DataPath5500 |
|
Yes |
|
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AXA (fka Equitable |
|
|
Yes |
|
|
Benefit Innovations |
FlexWorks |
|
Yes |
|
|
|
2001 Approved
Software Vendors |
|
Company Name |
Product Name |
1D Bar Code
Certification
For Hand
Print |
2D Bar Code
Certification
For Machine
Print |
Electronic Filing
Certification |
|
Blaze SSI Corporation |
Blaze SSI GovForms |
|
Yes |
|
|
Datair Employee Benefit Systems, Inc.
|
Pension Reporter |
|
Yes |
|
|
SunGard Corbel, (Peak-1) |
Relius Government Forms, (Formerly HYPER
Prep) |
Yes |
Yes |
Yes |
|
CCH, Inc. |
ProSystemfx Tax-Deferred Compensation (5500)
|
|
Yes |
Yes |
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Fidelity Investments |
|
|
Yes |
Yes |
|
Lacerte |
Lacerte Software Corporation |
|
Yes |
Yes |
|
MHM Business Services, Inc. |
Winflex125, CPMS |
|
Yes |
|
|
Creative Solutions |
Ultra Tax |
|
Yes |
|
|
RIA |
e-Form, e-FormRS, GoSystem Tax,
GoSystemTaxRS |
Yes |
Yes |
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