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  1. 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...
  2. General Navigation and Company / Plan Creation

  3. 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...
  4. 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   ...
  5. 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   ...
  6. 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...
  7. FAQ and Supplementals

  8. E-filing Form 5558

    As of the 2024 filing year, Form 5558 can be e-filed through the EFAST2 system. This feature is not available for prior years or off-calendar plans using 2023 Forms.  Please Note: The filing of form 5558 is a separate filing feature inc...
  9. Form 5558

  10. Form 5558 Edit Status and Filing Status

    As of the 2024 filing year, Form 5558 can be e-filed through the EFAST2 system. This feature is not available for prior years or off-calendar plans using the 2023 Forms.  Please Note: The filing of form 5558 is a separate filing feat...