New Articles

  1. Access to Edit the Census Worksheet within the Portal

    When sending a census to be completed in the portal, portal user permissions can be managed directly through the  Compliance Module  via the Compliance Menu>Census> Portal Files, Edit Portal Users: Enabling Census Editing in the Portal To allow...
  2. Census Validation

    An optional census validation feature is available for the Edit Census Worksheet, requiring basic edit checks to be completed before census data can be submitted. When Validation Is Available Validation is active only when both of the follo...
  3. Assigning Portal Users to a Plan

    Users can be assigned to a plan in three ways: From the Global Dashboard From the Plan-Level Dashboard During the Portal User Upload Process   Global Dashboard Wolters Kluwer Logo > ftwPortalPro > Global Dashboard ...
  4. Portal User Client View

  5. Form 720 (Rev. June 2025)

    Instructions for Form 720 Quarterly Federal Excise Tax Return (Rev. June 2025) View Official IRS Instructions |  View IRS webpage "Application of the Patient Centered Outcomes Research Trust Fund Fee to Common Types of Health Coverage or A...
  6. Other Forms

  7. 2024 Form Instructions

  8. 1099 Batch E-filing and Fulfilment Services

  9. 1099 State Filing

  10. 945 Forms