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31. ACA Batch Frequently Asked Questions (FAQs)

    Created On: 10/09/2025 in ACA User Guide ACA Module FAQ and Supplementals
    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?...

32. DocPrint

    Created On: 10/09/2025 in Documents User Guide

33. Filter Search for MEP/PEPs on Your Account

    Created On: 10/07/2025 in Documents User Guide MEP/PEP Document Tool
    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...

34. Generate Adopting Employer Joinder Agreement, Supporting Forms/Notices and Master Plan Documents

    Created On: 10/07/2025 in Documents User Guide MEP/PEP Document Tool
    To print the Joinder Agreement and any supporting forms/notices for your Adopting Employer(s), go to the print Plan Document page of your Adopting Employer.  1. From the Edit Plan page, click on the "Plan Documents" button.  2. Select the Joi...

35. Lock/Unlock Master Plan Parameters

    Created On: 10/07/2025 in Documents User Guide MEP/PEP Document Tool
    In the Master Plan, the lock/unlock feature in the checklist allows you to indicate which parameters an adopting employer may have that are different than what the Master Plan has selected. There are certain parameters which are not permitted to b...

36. Link Adopting Employer(s)

    Created On: 10/07/2025 in Documents User Guide MEP/PEP Document Tool
    1. To link your Adopting Employer(s), click on the "0" next to "Plans Linked" at the top of the Edit Plan page in the "Details" box. The number of plans linked will initially be "0".  As you add Adopting Employers, this number will increase to ref...

37. Set-Up Master Plan

    Created On: 10/07/2025 in Documents User Guide MEP/PEP Document Tool
    From the "Edit Plan" page of the plan you wish to designate as the Master Plan, click on the "MEP/PEP Options" link located under the "Plan Menu".  Check the box "Master MEP/PEP" to designate this plan as the Master Plan. Then, choose the appl...

38. Add Master Plan and Adopting Employer Plan(s)

    Created On: 10/07/2025 in Documents User Guide MEP/PEP Document Tool
    Add the Master Plan and Adopting Employer Plan(s) to your account if not already on your account.  You can add your companies and plans as normal in the plan document software. For example, via the Add Company and Add Plan features.  If yo...

39. Payer Data Instructions

    Created On: 10/06/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2025 1099 and 5498 Form Instructions
    View General Instructions | View Official 1096 IRS Instructions Help for item a. Top Enter "Yes"; if final return for Payer. This response is used to indicate a final return on Form 945. 945 Payer Instructions ...

40. 2025 Instructions for Form 945 Annual Return of Withheld Federal Income Tax

    Created On: 10/06/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2025 1099 and 5498 Form Instructions
    View Official IRS Instructions Table of Contents   Future Developments What's New Reminders General Instructions Purpose of Form 945   Who Must File When to File ...

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