Accessing the Form 5558 Filing Status Report

Starting with filing year 2024, the 5558 Report is now available in the 5500 Batch/Workflow menu.  This report provides a comprehensive overview to help users track and manage Form 5558 submissions effectively.  Selecting the 5558 Report link will automatically download a .csv file.

There are two ways to access the 5558 Report:

Option 1: From the Main Menu Wolters Kluwer Logo> Batches>5500 Batch Workflow

• Go to Wolters Kluwer Logo> Batches>5500 Batch Workflow
• Select the filing year (2024 or later)
• Click the 5558 Report Link to download the .csv file.

Note: The 5558 Report is only available for filing years 2024 and beyond, as e-filing was not available before 2024.

Option 2: From a plans 5500 Module

• Navigate to 5500 Module>5500 Menu>Batch/Workflow
• Click the 5558 Report Link to download the .csv file.

Note: The 5558 Report is only available for filing years 2024 and beyond, as e-filing was not available before 2024.

5558 Report Contents

Selecting the 5558 Report will download a .csv file that contains the following details for active Form 5558s for the filing year.

• ftwID/ ftwPlanID
  • These are ftwilliam.com assigned fields
• Customer ID/ Customer Plan ID
  • User defined fields as entered on the Edit Company/Edit Plan screen
• Admin
  • Administrator assigned to the plan, as listed on the Edit Plan screen. If this column is blank and Administrator has not been assigned.
• Company Name
• Plan Name
• EIN
• Plan Number
• Plan Year End
• Extension Date
  • The 15^th day of the 3^rd month after the return/report's normal due date. (10/15 for calendar year end plans.)
• Edit Check Status
  • ???- indicates the Edit checks have not been run
  • OK- the Edit checks are clear and the form is in good order
  • Not-OK- there are errors that will prevent the form from being filed.
• Filing Status
  • Blank entry- indicates the form has not been e-filed
  • Submitted-the form has been e-filed and has received and Acknowledgement ID
• Date Submitted
  • Date the form was e-filed.
• AckID
  • 30 character Acknowledgement ID of receipt provided by EFAST2 as confirmation of filing.