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51. Adding Plans to a Batch

    Created On: 10/02/2025 in Documents User Guide DocPrint
    To add plans to your batch, click on the "Add Plans' button near the top of the menu. The software will open a window displaying a list of all plans on your account that are on the checklist type you chose.  Filters at the top of the window ma...

52. Creating a Batch

    Created On: 10/02/2025 in Documents User Guide DocPrint
    1. To create a batch, click on the "Create New Batch" button.  2. Type in a name for the batch, select the checklist from the drop down menu of your desired plan type and click on "Ok".  You will be directed to the batch menu where you can add...

53. Accessing DocPrint

    Created On: 10/02/2025 in Documents User Guide DocPrint
    The DocPrint feature can be accessed via the Wolters Kluwer menu as shown below. ...

54. Batch Annual Notice

    Created On: 10/01/2025 in Documents User Guide

55. Instructions for Form 1099-INT Interest Income and Original Issue Discount (Rev. January 2024)

    Created On: 09/25/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2025 1099 and 5498 Form Instructions
    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments Reminders Specific Instructions Exceptions to rep...

56. Instructions for Form 1099-NEC Nonemployee Compensation (Rev. April 2025)

    Created On: 09/25/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2025 1099 and 5498 Form Instructions
    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments What's New Reminders Specific Instructions Excepti...

57. Publishing Annual Notices to the Portal

    Created On: 09/25/2025 in Documents User Guide Batch Annual Notice
    Customers that also subscribe to ftwPortal Pro can choose to deliver Annual Notices and supporting documents/forms using the "Publish" option at the top of the Batch Menu.  Prior to publishing your Annual Notices and supporting documents/forms...

58. 2025 Form 1096 Instructions

    Created On: 09/22/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2025 1099 and 5498 Form Instructions
    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments Caution Purpose of form Who must file When to file Where to fi...

59. 2025 Instructions for Form 5498 Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

    Created On: 09/22/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2025 1099 and 5498 Form Instructions
    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments What's New Reminder Specific Instructions Contributi...

60. 2025 Instructions for Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information

    Created On: 09/22/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2025 1099 and 5498 Form Instructions
    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments Reminder Specific Instructions Rollovers Trans...

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