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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...
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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...
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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
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Created On: 06/05/2025
in Portal User Guide
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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...
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Created On: 05/15/2025
in 1099 User Guide
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Created On: 05/15/2025
in 1099 User Guide
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Created On: 05/15/2025
in 1099 User Guide