Batch 5558

Batch printing Form 5558 allows for efficient processing by grouping selected plans into batches. Follow the steps below to get started:

Accessing the 5558 Batch Feature:

There are two paths to accessing the Batch 5558 feature:

Option 1:

• On the Home screen, choose the Wolters KluwerLogo> Batches> 5500 Batch/Workflow. 

• Select the desired Plan Year.
• Click Batch 5558.

Option 2:

• Select a Company/Plan and open the 5500 Module.
• Click Batch/Workflow.
• Click Batch 5558.
  

Creating a Batch

• Click Create New Batch and enter a name for the batch.
  Tip: Use a descriptive name, such as the plan year-end (e.g., 12/31/2024 or 12/31 PYE).

• Click Add Plans to view a list of all available plans. The plans may be filtered or sorted by:
  • Company Name
  • Company ID
  • Plan Name
  • Plan ID
  • EIN
  • Plan Number
  • Year-End Date (MM/DD)
  • Admin
  • Plan Type
  • Signed Status (of 5500/EZ/SF)
  • Division

• Select plans individually (1)  or use the Select All option (2), then click Add Plans (3).

Batch Options

Once plans have been added to a batch, the following Batch Options are enabled:

• Edit Name – Rename the batch.
• Edit Check Status- Runs edit checks on all forms in the batch to ensure required criteria are met.
  • Status icons indicate:
    • ⚠️ Yellow triangle – Edit checks not run
    • ✅ Green check – Filing is OK
    • ❌ Red X – One or more plans have errors

• Address Labels – Download a CSV file with plan sponsor names and addresses. Useful for mailing paper copies.
• Print 5558s (ZIP) – Download a ZIP file containing individual PDF files for each plan in the batch.
• Print Single 5558 File – Generate one PDF file containing all plans for quick printing.
• Export Plan List – Save a CSV file listing all plans in the batch, including:
  • Plan Name
  • EIN
  • Plan Number
  • Errors (if any)
  • Year-End Date
  • Extension Date
  • 5500 Extension Indicator

NOTE: Adding plans to a batch also adds the Form 5558 at the plan level. If a Form 5500/EZ/SF is present, the 5558 extension box is automatically selected when the Form 5558 is added. The 5500 Ext. Ind button will check the 5558 box on the 5500/SF/EZ if the plan is locked and invited but not e-filed, avoiding the need to unlock the filing.

Show Batches

Once a batch has been created, it will populate on the 20XX 5558 Extension Batches Screen with the following details:

• Batch Name – Displays the name assigned to each batch.
• Batch ID – System-generated ID for reference.
• Count – Total number of plans in the batch.
• Error – Status icons:
  • ⚠️ Yellow triangle: Edit checks not run
  • ✅ Green check: Filing is OK
• ❌ Red X: One or more plans have errors
• Printed – Date when 5558s were printed (ZIP or single file).
• Change Status – Update batch status.
• Delete – Remove the batch (plans remain available for other batches).
• Completed – Marks the batch as completed; date stamp will appear.

NOTE: Mark a batch Completed when forms are sent to the IRS or the client.