Software for Accountants

Form 5500 Software for Accountants

Accountants preparing Form 5500-series returns need a reliable way to organize plan information, financial data, schedules and filing output without adding an entire practice-management platform.

Updated September 6, 2026 • Verify current agency instructions before filing.

Accountants preparing Form 5500-series returns need a reliable way to organize plan information, financial data, schedules and filing output without adding an entire practice-management platform.

Useful accountant workflow features

  • Plan-year files that can be reopened and revised
  • Financial-information checks
  • Form 5500 and 5500-SF selection support
  • Schedule preparation
  • Print/PDF review copies
  • EFAST2 filing-data workflow

Related ERISA tools

Form 5500 Due Date CalculatorCalculate the normal deadline.Form 5558 CalculatorCalculate a potential extension date.ERISA Form 5500 SoftwareWindows desktop preparation software — $399.

Frequently Asked Questions

Is Form 5500 filed with the IRS on paper?

Form 5500 and Form 5500-SF are generally filed electronically through the Department of Labor EFAST2 system.

Does a Form 5558 extension extend every deadline?

No. Form 5558 provides an extension for specified returns when properly filed; it does not change every related compliance or payment deadline.

Where should I verify the current filing rules?

Use the current DOL Form 5500 Series page, EFAST2 resources, and the IRS Form 5500 Corner.