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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.
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 .
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.
2008
Approved Software Vendors
Company
Name
Product
Name
1D Bar Code
2D Bar Code
Electronic Filing
Certification
SunGard Corbel
Yes
Yes
Datair Employee Benefit Systems
Yes
Yes
Blaze SSI Corp
Blaze SSI GOVFORMS
Yes
CFS Tax Software Inc.
Tax Tools,
Yes
Peter L. Knox & Associates, PC
Knox on Pensions
Yes
Universal Tax Systems
TaxWise
Yes
CCH
Perform Plus III ProSystemfx
Yes
Yes
Yesfx )
FT William
www.ftwilliam.com
Yes
Rhodes Computer Services
TaxSlayer
Yes
STF Services Corporation
Yes
Yes
CS Professional Suite
Ultra Tax CS
Yes
ASC Corporation
DGEM
Yes
Yes
Fidelity Investments
Yes
Yes
Thomson Reuters
GoSystem, e-Form
Yes
Intuit
Lacerte Tax Software
Yes
Southland Pension Services
Yes
ATX
Yes
Principal Financial Group
Yes
Yes
Red Gear Technologies
Taxworks
Yes
Grant Computer Software
Yes
Paychex Inc
Yes
DataPath
DataPath 5500
Yes (Form 5500 only)
AXA Equitable
Yes
2007
Approved Software Vendors
Company
Name
Product
Name
1D Bar Code
2D Bar Code
Electronic Filing
Certification
Datair
Pension Reporter
Yes
Yes
SunGard-Relius
Relius Government Forms
Yes
Yes
Blaze SSI
Blaze SSI Govforms
Yes
CFS Tax, Software Inc
Tax Tools Small Business Tools
Yes
Peter Knox & Associates
Knox on Pensions
Yes
Ft William
www.ftwilliam.com
Yes
STF Services Corporation
SuperForm
Yes
Yes
TaxWorks Inc.
Yes
Intuit
Lacerte Software
Yes
Yes
AccuDraft
Smart Forms 5500
Yes
CCH
ProSystem fx
Yes
Yes
Principal Financial Group
Yes
Yes
Southland Pension Services
Yes
Thomson Tax and Accounting
UltraTax CS, e-Form, GoSystem
Yes
Rhodes Computer Services
Tax Slayer
Yes
CCH a Wolters Kluwer Business
Perform Plus III
Yes
Yes
Actuarial Systems
DGEM
Yes
Yes
Fidelity Investments
Yes
Yes
Creative Solutions
Yes
ATX
Yes
Universal Tax Systems
Taxwise
Yes
Flores & Associates, LLC
Yes
AXA Equitable
Harmon Meadow
Yes
Paychex Inc
Yes
DataPath Inc.
DataPath 5500
Yes
2006
Approved Software Vendors
Company
Name
Product
Name
1D Bar Code
2D Bar Code
Electronic Filing
Certification
Datair
Pension Reporter
Yes
Yes
SunGard
Yes
Yes
Ft William
www.ftwilliam.com
Yes
Blaze SSI
Blaze SSI Govforms
Yes
Peter Knox & Associates, PC
Knox on Pensions
Yes
STF Services Corporation
SuperForm
Yes
Yes
CFS Tax Software Inc
Yes
AccuDraft
Smart Forms 5500
Yes
CCH Incorporated
Prosystemfx
Yes
Yes
SunGard
Relius XP
Yes
Rhodes Computer Services
TaxSlayer
Yes
Southland Services
Yes
Thomson RIA
e-Form
Yes
Wolters Kluwer
Yes
Fidelity
Yes
Yes
TaxWorks
Yes
Principal Financial Group
Yes
Yes
Creative Solutions
Ultra Tax
Yes
Yes
CCH Incorporated
Perform plus III
Yes
Yes
Thomson RIA
GoSystems
Yes
Intuit
Lacerte Software
Yes
Yes
Paychex Inc.
HRIS
Yes
ATX II LLC
Yes
AXA Equitable
Harmon Meadow
Yes
AXA Equitable
Bowne
Yes
DataPath Inc
DataPath5500
Yes
Flores & Associates
Yes
Universal Tax Systems
TaxWise
Yes
MHM Resources
Yes
Actuarial Systems
DGEM
Yes
2005
Approved Software Vendors
Company
Name
Product
Name
1D Bar Code
2D Bar Code
Electronic Filing
Certification
Peter Knox & Associates
Yes
Datair
Yes
Yes
SunGard Corbel
Relius
Yes
Yes
Yes
CCH
ProSystemfx
Yes
Yes
Blaze SSI
Blaze SSI GovForms
Yes
STF
SuperForm
Yes
Yes
CFS
TaxTools
Yes
Ft. William
www.ftwilliam.com
Yes
Southland
Yes
SunGard Corbel
Relius XP
Yes
Intuit
Lacerte
Yes
Yes
TaxWorks
Yes
AccuDraft
Yes
Fidelity Investments
Yes
Yes
Creative Solutions
Ultra Tax
Yes
Rhodes Computer Service
TaxSlayer
Yes
RIA Thomson
e-Forms, GoSystems
Yes
ATX
Yes
Principal Financial Group
Yes
DataPath
Yes
Universal Tax Systems
TaxWise
Yes
Paychex
Yes
AXA Equitable
Bowne
Yes
Flores & Assoc
Yes
Wolters Kluwer
WK
Yes
Yes
MHM Resources
Yes
Benefit Innovations Inc.
FlexWorks
Yes
2004
Approved Software Vendors
Company
Name
Product
Name
1D Bar Code
2D Bar Code
Electronic Filing
Certification
SunGard Corbel (Peak-1)
Relius Government Forms (formerly HYPERPrep)
Yes
Yes
Yes
Datair Employee Benefit Systems,
Inc.
Pension Reporter
Yes
Yes
Blaze SSI Corporation
Blaze SSI GOVFORMS
Yes
CFS Tax Software, Inc.
Tax Tools; Small Business Tools
Yes
Fort William LLC
www.ftwilliam.com
Yes
Intuit Inc. Lacerte Software Corp.
5500 Benefit Plan
Yes
Yes
STF Services Corporation
SuperForm
Yes
Yes
Southland Pension Services
Yes
Accudraft
AccuDraft SmartForm 5500
Yes
Yes
Fidelity Investments
Yes
Yes
Rhodes Computer Services, Inc.
TaxSlayer
Yes
CCH
ProSystemfx Tax-Deferred Compensation
(5500)
Yes
Yes
Principal Financial Services
Yes
Yes
Creative Solutions
Yes
Yes
SunGard Corbel
Relius XP
Yes
DNA Systems Inc.
Yes
RIA
GoSystem
Yes
RIA
e-Form
Yes
Paychex
Yes
Travis Software
Travis Flex
Yes
DataPath
Yes
Universal Tax Systems
Tax Wise
Yes
ATX II, LLC
Yes
TaxWorks
Tax Agent, USA, Tax Systems, Great Tax, Tax
View, IntelliBiz, Tax Vision
Yes
MHM
Yes
Benefit Innovations Inc.
FlexWorks
Yes
Flores and Associates
Yes
Peter Knox & Associates
Yes
AXA Equitable
Harmon Meadow/Vestcom
Yes
2003
Approved Software Vendors
Company
Name
Product
Name
1D Bar Code
2D Bar Code
Electronic Filing
Certification
SunGard Corbel (Peak-1)
Relius Government Forms (formerly
HYPERPrep)
Yes
Yes
Yes
SunGard Corbel
Relius XP
Yes
Datair Employee Benefit Systems, Inc.
Pension Reporter
Yes
Yes
CCH
ProSystemfx Tax-Deferred Compensation (5500)
Yes
Yes
Blaze SSI Corporation
BLAZE SSI GOVFORMS
Yes
CFS Tax Software, Inc.
Tax Tools, Small Business Tools
Yes
Accudraft
AccuDraft SmartForm 5500
Yes
Yes
Intuit Inc. Lacerte Software Corp.
5500 Benefit Plan
Yes
Yes
Peter Knox & Associates
Knox on Pensions
Yes
Southland Pension Services
Yes
Fidelity Investments
Yes
Yes
Fort William LLC
www.ftwilliam.com
Yes
ATX
SABER
Yes
RIA
e-Form, e-FormRS, GoSystem Tax, GoSystem,
TaxRS, TaxRS
Yes
Universal Tax Systems, Inc
TaxWise
Yes
Creative Solutions
Ultra Tax
Yes
Paychex
HRIS
Yes
Laser Systems
TaxWorks
Yes
STF Services Corporation
SuperForm
Yes
Yes
DNA Systems
DNA 5500
Yes
Principal Financial
Yes
Yes
MHM Resources, Inc
Winflex125, CPMS
Yes
Travis Software
TravisFlex for Windows
Yes
Greatland Corp
Yes
TRE Financial Services
Yes
NTS Service Corporation
Yes
World Wide Web Tax
1040 ProPak
Yes
AXA (fka Equitable)
Yes
Flores and Associates
Yes
Rhodes Computer Services, Inc.
TaxSlayer
Yes
DataPath
DataPath5500
Yes
Benefit Innovations
FlexWorks
Yes
2002
Approved Software Vendors
Company
Name
Product
Name
1D Bar Code
2D Bar Code
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
Peter Knox & Associates
Yes
CCH
ProSystemfx Tax - Deferred Compensation
(5500)
Yes
Yes
Fidelity Investments
Yes
Yes
Accudraft
AccuDraft, SmartForm 5500
Yes
STF Services Corporation
Yes
Yes
ATX
SABER
Yes
Creative Solutions
Yes
Greatland Corp
Yes
TRE Financial Services
Yes
NTS Service Corporation
Yes
TaxWorks
Yes
MHM Resources, Inc.
Winflex125, CPMS
Yes
Pension Benefits, Inc.
Yes
Paychex
HRIS
Yes
Southland Pension Services
Yes
Travis Software
TravisFlex for Windows
Yes
Universal Tax Systems, Inc
Yes
ePlans
PlanMagic
Yes
Diamond Light Financials
Yes
Principal Financial
Yes
Yes
Rhodes Computer Services, Inc.
TaxSlayer
Yes
DNA Systems
DNA 5500
Yes
Accountant's World
Yes
World Wide Web Tax
1040 ProPak
Yes
Flores and Associates
FSADirect
Yes
DataPath
DataPath5500
Yes
AXA (fka Equitable
Yes
Benefit Innovations
FlexWorks
Yes
2001
Approved Software Vendors
Company
Name
Product
Name
1D Bar Code
2D Bar Code
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
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
STF Services Corporation
Yes
Yes
Accudraft
AccuDraft, SmartForm 5500
Yes
Paychex
HRIS
Yes
Yes
Principal Financial
Yes
Yes
DataPath
DataPath5500
Yes
Benefit Innovations
FlexWorks
Yes
DNA Systems
DNA 5500
Yes
ATX Forms
SABER
Yes
Travis Software
TravisFlex for Windows
Yes
Laser Systems
TaxWorks
Yes
Southland Pension Services
Yes
Universal Tax Systems, Inc
Yes
Flores and Associates
FlexLink 5500 Module
Yes
Peter Knox & Associates
Yes
AXA (fka Equitable)
Yes
CFS Tax Software, Inc.
Tax Tools, Small Business Tools
Yes
Rhodes Computer Services, Inc.
TaxSlayer
Yes
2000
Approved Software Vendors
Company
Name
Product
Name
1D Bar Code
2D Bar Code
Electronic Filing
Certification
Blaze SSI Corporation
Blaze SSI GovForms
Yes
Century Business Services (CBIZ/MHM)
Winflex 125, CPMS
Yes
Datair Employee Benefit Systems, Inc.
Pension Reporter
Yes
Paychex, Inc.
HRIS
Yes
Yes
RIA
e-Form, e-FormRS, GoSystemTax,
GoSystemTaxRS
Yes
SunGard Corbel, (Peak-1)
HYPER Prep, R-forms
Yes
Yes
Yes
Tax and Accounting Software Corporation
Tasscforce
Yes
Flores and Associates
FlexLink 5500 Module
Yes
Travis Software Corporation
Travisflex for Windows
Yes
DNA Systems, Inc.
DNA 5500
Yes
Prism Management Company
Yes
Principal Financial Group
Yes
Creative Solutions Software Corporation
Ultra Tax
Yes
Accudraft
Yes
ATX Forms
Yes
Data Path
Yes
Fidelity Investments
Yes
Yes
Taxworks by Laser Systems
Yes
Universal Tax Systems
Yes
STF Services Corporation
Yes
Yes
CCH, Inc.
Yes
Yes
Peter Knox & Associates
Yes
AXA (fka Equitable)
Yes
1999
Approved Software Vendors
Company
Name
Product
Name
Electronic Filing
Certification
BLAZE SSI Corporation
Blaze SSI GovForms
Creative Solutions, Inc.
UltraTax
DATAIR Employee Benefit Systems, Inc.
Pension Reporter
DNA Systems, Inc.
DNA 5500
Flores and Associates
FlexLink 5500 Module
Paychex Inc.
HRIS
Yes
PEAK 1 Resources, Inc.
HYPERPrep R-Forms
Yes
Tax & Accounting Software Corporation
Taascforce
ATX Forms
SABER
Benefit Innovations, Inc.
FlexWorks
DataPath Inc.
DataPath125
Peter L. Knox & Associates, Attorneys at
Law
-
Taxworks
-
Travis Software
TravisFlex for Windows
CBIZ/MHM Business Services
Winflex125, CPMS
EFAST Help Line, 1.866.463.3278
