New Articles

  1. Adding Default Paid Preparers

    The ftwilliam.com software will allow you to set up default Paid Preparers to select for use on the Forms 5330 and 720. To add default reps, click on 'Edit IRS Reps' under the 'DRAFT-EDIT' column within the "Other Forms" box. Next, click on "Add...
  2. How to Set Maximum Reminder Days for Notifications

    The Notification Tab in Global Email Settings now includes an option to set a maximum number of days for reminder emails about Portal Messaging, Documents, and 5500 tasks. During the Reminder Period: Emails are sent to users with tas...
  3. Uploading Form 5558

    As of the 2024 filing year, users are now able to upload the Form 5558 in mass.  Note: This feature is only available for 2024 filing years forward and will not populate in prior years.  To access this feature: Navigate to the 5500  Menu U...
  4. Work with Signers/Portal Users

    This function will set up who will be signing the Form 5500 and/or making changes to the Form 5500 filing via the portal (editing the form via the portal and/or uploading files via the portal). You will assign each user a username, password and ...
  5. Accessing the Form 5558 Filing Status Report

    Starting with filing year 2024, the 5558 Report is now available in the 5500 Batch/Workflow menu.  This report provides a comprehensive overview to help users track and manage Form 5558 submissions effectively.  Selecting the 5558 Report lin...
  6. General Navigation and Company / Plan Creation

  7. How to Create and Submit an 8955-SSA Batch

    After the 8955 data has been entered,  the data verified and edit checks have been run, the filing may be added to  a batch. Access the Batch Screen: From within the 8955-SSA window of the 5500 module,  click on the Batches/Fulfi...
  8. Print Client Package Example

    Here is an example of the format needed to print the client package via ftwLink.   [Key ID]              1234       3456         Q         ClientPackage       2024-12-31       docx   ...
  9. Run All Tests Example

    Here is an example showing the format you will use to Run All Tests via ftwLink.   [Key ID]              1234       3456         Q       2024-12-31   ...
  10. What is ftwLink/API?

    ftwLink is a web service that accepts XML documents submitted by user systems via a standard HTTPS POST request. The ftwLink service processes the supplied XML document and returns an XML document to the user system with either the requested infor...