New Articles

  1. Assigning Portal Users to a Plan

    Created On: 06/10/2025 in Portal User Guide Add, Edit, or Remove Portal Users
    Users can be assigned to a plan in three ways: From the Global Dashboard From the Plan-Level Dashboard During the Portal User Upload Process   Global Dashboard Wolters Kluwer Logo > ftwPortalPro > Global Dashboard ...

  2. Portal User Client View

    Created On: 06/05/2025 in Portal User Guide

  3. Form 720 (Rev. June 2025)

    Created On: 06/02/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions Other Forms
    Instructions for Form 720 Quarterly Federal Excise Tax Return (Rev. June 2025) View Official IRS Instructions |  View IRS webpage "Application of the Patient Centered Outcomes Research Trust Fund Fee to Common Types of Health Coverage or A...

  4. Other Forms

    Created On: 06/02/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions

  5. 2025 Form Instructions

    Created On: 05/15/2025 in 1099 User Guide Annual 1099 Module Form Instructions

  6. 2024 Form Instructions

    Created On: 05/15/2025 in 1099 User Guide Annual 1099 Module Form Instructions

  7. 1099 Batch E-filing and Fulfilment Services

    Created On: 05/15/2025 in 1099 User Guide

  8. 1099 State Filing

    Created On: 05/15/2025 in 1099 User Guide

  9. 945 Forms

    Created On: 05/15/2025 in 1099 User Guide

  10. Printing 1099 Data

    Created On: 05/15/2025 in 1099 User Guide
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