5500 filing engine

Crosstie 5500 From January 1, 2027

Forms 5500-EZ and 5500-SF, prepared and filed from Crosstie. Free to accounting firms, from January 1, 2027.

FilesForm 5500-EZ and Form 5500-SF, 2026 plan year onward.
Filed withThe Department of Labor, through EFAST2.
PriceFree to firms.
AvailableJanuary 1, 2027 — DOL’s production rollover for the 2026 form year, the earliest date any software can transmit a 2026 plan-year filing.

Crosstie does not yet hold EFAST2 certification. Transmission certification is submitted and under review; filing-preparation certification is not yet submitted. The January 1, 2027 date holds if both are certified by then.

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The same list as the rest of Crosstie. Tick Form 5500 and we’ll tell you when it opens.

Crosstie Tax’s income tax returns are separate: in development, not available to firms, and no date is set. The roadmap is on the main page.