New Articles

  1. Instructions for Form 945-X Adjusted Annual Return of Withheld Federal Income Tax or Claim for Refund (Rev. February 2025)

    View Official IRS Instructions Table of Contents General Instructions What Is the Purpose of Form 945-X? Where Can You Get Help? When Should You File Form 945-X? Is There a Deadline for ...
  2. How to Reset Your FTW Password

    If you've forgotten your password, follow these steps to reset it: Step 1: Enter Company Code and Username To begin the reset process: Go to the login screen. Enter your Company Code and Username . These fields are required...
  3. Steps for Transfering Data from One Company Code to Another

  4. Correcting an Error After Downloading a ZIP File

    If you’ve already downloaded a ZIP file and later discover an error in one of the plans, follow these steps to make corrections and generate an amended batch: Step 1: Unlock the Batch Go to the Batches/Fulfillment screen. Locate the batch ...
  5. Amending a Plan After E-Filing via the Portal

    If a portal user has already E-Filed a plan and later identifies an error, follow the steps below to amend and refile the Form 8955-SSA. Step 1: Access the Plan Navigate to the plan that was previously E-Filed. Locate and open the draft For...
  6. How to Amend the Form 8955-SSA

  7. Amending a Plan After Using the Fulfillment Service

    If you’ve used the fulfillment service and later discover an error in a submitted plan, follow the steps below to create an amended batch and make corrections. Step 1: Create a New Batch Navigate to the  Batches/Fulfillment  screen. Select  ...
  8. Amending a Plan After Printing and Mailing Form 8955-SSA

    If you printed and mailed Form 8955-SSA plan-by-plan and later discover an error, follow the steps below to correct and refile the plan. Option 1: If Printing and Mailing your form Step 1: Access the Draft Form Navigate to the affected pla...
  9. Steps for Documents Data Transfer

    Below are the steps to assist you in transferring plan document checklists to or from another service provider (i.e. prior TPA) that also uses the FTW document software. Please note , the user must have Admin level rights on their account to ...
  10. Steps for Compliance Data Transfer

    DC Compliance (Company A & Company B) Company A can download an export ZIP file from the compliance module for each plan. However, these files are specific to the original company code and plan, and cannot be directly imported into your system. ...