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  1. Document History

    The Document History page enables users to review modifications made to the document checklist. To access the Document History page, click on the "Document History" link located under the "Plan Menu" on the Edit Plan page. This page will show ...
  2. Show History

    The Show History page enables users to review modifications made to plans across all modules that you subscribe to. Users with with Designated Administrative permissions can revert changes made to the document checklist from this page. In addition...
  3. Clone Plan

    The Clone Plan feature can be used when you would like to add a plan to a company that is identical or similar to an already existing plan on your account. Cloning a plan will copy the checklist type and all checklist answers of the original check...
  4. Convert Plan

    To convert a plan to a different checklist type, click on the "Convert Plan" link located under the Plan Menu on the Edit Plan page.  On the next page, you can select your desired checklist type. Click on "Convert Plan" button.  All checkl...
  5. Confirmation E-mail Assistant

    Confirmation E-mail Assistant Simulator This tool will help identify where confirmation e-mails will be sent based on the module selections entered into the Global E-mail Settings and other locations specific to the module. To use: ...
  6. 2025 Instructions for Forms 1094-C and 1095-C

    2025 Instructions for Forms 1094-C and 1095-C View Official IRS Instructions Table of Contents Future Developments What's New Additional Information General Instructions for Forms 1094-C and 1095-C ...
  7. 2024 Instructions for Forms 1094-C and 1095-C

    2024 Instructions for Forms 1094-C and 1095-C View Official IRS Instructions Table of Contents Future Developments What's New Additional Information General Instructions for Forms 1094-C and 1095-C ...
  8. ACA Batch Frequently Asked Questions (FAQs)

    ACA Batch Frequently Asked Questions (FAQs) Q1: What does ftwilliam.com's fulfillment service include for ACA? Q1a: What States will ftwilliam.com offer for E-File? Q1b: What is the cost to use ftwilliam.com's services?...
  9. DocPrint

  10. Filter Search for MEP/PEPs on Your Account

    To filter your search on the Home page by Master and/or Adopting Employer plans, click on your name in the upper right corner and select "Edit Profile".  Set "Display MEP/PEP Identifier" to "Yes" and click on the "Update" button. On the H...