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- How to Manually Enter Payer Data
- How to Batch Import Payer Taxpayer Identification Numbers (TINs)
- How to manually enter payee/participant data
- How to batch import payee/participant data
- Edit Checking
- Form 945
- Preparing a 945 batch - ftwPro 945Wiz
- Accessing and Preparing 1099 Module Forms for Printing
- Printing Form 1096
- Printing Copies of Form 1099
- ftwilliam.com's fulfillment service
- ftwilliam.com's state fulfillment service
- 1099 State Help: SmartCharts and technical documents
- Checking on your fulfillment - Completion Dates
- Preparing a .txt file for the FIRE website
- Corrections for batch submitted forms
- Correction for Payer TIN
- Copying Data From a Prior Year
- Rolling over data from a prior year
- A list of Foreign County Codes
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- Add Forms and Schedules
- Adding Summary Annual Report or Annual Funding Notice
- Enter Information on a Form 5500 schedule
- Saving Changes
- Consulting Official DOL Instructions
- Edit Checks
- Print All FINAL Schedules (Print Options)
- Upload and Download Center
- Deleting a Form 5500 Schedule
- Deleting an Attachment
- Inviting Portal Users to the Portal to Edit, Review and/or Upload Attachments
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- Global Email Settings
- Email/Server Settings
- Portal Email Default Templates
- Portal Branding
- Portal Correspondence
- Go to 5500 Forms.
- Work with Signers/Portal Users
- 5500 > [Year] Screen
- Batch/Workflow
- Bring forward (prior year) data to (current year) for all plans
- Bring forward (prior year) signers to (current year) for all plans
- 5500 Workflow Grid; Batch Invite 5500/SF; Admin Summary Status
- Batch SAR and Batch Annual Funding Notice
- How To Complete Batch Local Sign
- Batch 5558
- Batch Lock 5500
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- Completing an 8955-SSA
- How to Create and Submit an 8955-SSA Batch
- Uploading Data to 8955-SSA - Batch (for multiple plans)
- 8955-SSA Batch Features
- How to Set Up and Allow for E-Filing of Form 8955-SSA by a Portal User
- How to Amend the Form 8955-SSA
- Printing
- Fulfillment
- Portal E-File
- Download FIRE Files
- How to Set Up the Client Letter for Form 8955-SSA
- How to Use the Most Current Form 8955-SSA for Prior Years
- How to Mask SSNs on the Form 8955-SSA and Participant Statements
- Participant Statements
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- FTW Step 2: Establish the Conversion Year & Date
- FTW Step 3: Populate Plan Specifications in the Conversion Year
- FTW Step 4: Verify the Primary Grid in the Conversion Year
- FTW Step 5: Conversion Data for the Conversion Year
- FTW Step 6: Additional Conversion Data & Compensation History
- FTW Step 7: Run Scrub for Conversion Year
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- 10.1. Use of the system for the first testing year
- 10.2. Use of ftwilliam.com Compliance system after the first year the plan is on the system
- 10.3. Eligibility History
- 10.4. Recalculate Initial Eligibility
- 10.5. Plan Aggregation
- 10.6. Aggregation of non-ftw plan with ftw plans
- 10.7. Disaggregation
- 10.8. HCE Determinations
- 10.9. Top Heavy
- 10.10. Compensation - Including Calculations for Self Employed Individuals
- 10.11. Overrides
- 10.12. Excluding a Class of Employees
- 10.13. Vesting
- 10.14. Age Weighted Allocations
- 10.15. JH Rate of Return
- 10.16. Davis Bacon
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- Setting up Global Email Settings
- Setting Up Global Email Settings for Divisions
- How to Test the Global Email Settings for 'Specify a Server'
- How to Test the Global Email Settings for 'Preparer's Email Program'
- What SMTP Server Error Messages Mean
- How to Edit or Clone Default Email Templates and Reminders
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- How to Send Documents to the Portal That Were Prepared in ftwilliam.com
- How to Publish a Document to the Portal for E-Signature That Does Not Originate in the FTW Software
- Description of the Client's E-signing Experience
- Sending and Receiving Direct Messages
- Saving Copies of Sent or Received Messages and Communications
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- How Do I Access the Portal?
- How Do I Log into the Portal?
- How Do I Reset My Password?
- How Do I Change My Password?
- How Do I Change My Challenge Questions?
- How Do I Change My Name, Email or Demographics?
- How Do I Find Help on the Portal?
- How Do I View the 5500 / SAR / AFN for My Plan?
- How Do I Sign the 5500?
- How Do I Sign the 5500 Using a Prior Year User ID and PIN?
- How Do I Check the Status of the 5500?
- How Do I Complete the 5500?
- How Do I Add Attachments to the 5500?
- How Do I View a Message I Received?
- How Do I Send a Message?
- How Do I View a Document?
- How Do I Sign a Document?
- How Do I See Who Signed a Document?
- How Do I Download the Annual Questionnaire?
- How Do I Upload the Annual Questionnaire?
- How Do I Download the Census Worksheet?
- How Do I Upload the Census Worksheet?
- How Do I Complete the Online Annual Questionnaire?
- How Do I Download the Online Annual Questionnaire?
- How Do I Mark a Task as Complete?
New Articles
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How Do I Access the Portal?
There are three ways to access the portal. You receive an invitation via email with a link to the portal website, which may contain your Username and password. You gain access to the portal via a preparer's website, or Go to https://www.ftwilliam... -
Q8: What Foreign Country Codes are Available?
If you have a foreign address, the following are acceptable country codes: CODE COUNTRY AF Afghanistan AX Aland Islands AL Albania DZ Algeria AS American Samoa AD Andorra AO Angola AI Anguilla AQ Antarcti... -
Q7: How do users create corrections for State E-File?
If at least the State E-File status has been updated to "Submitted", then the user can proceed with State corrections by clicking on the 1095 hyperlink that appears under the Batch Options box for Corrections . Next, the user can select as many E... -
Q6: How do users create corrections for E-File and/or Fulfillment?
Created On: 12/03/2024 in ACA Batch FAQs Q6: How do users create corrections for E-File and/or Fulfillment?First, users would need to navigate into their batch to click on the 1094 and/or 1095 hyperlinks within the Batch Options box to select the Employer (Company) and/or Employees, depending on what's being corrected. Please review the IRS Instructions ... -
Q5: What type of corrections incur charges?
A batch will incur charges for corrections when a user creates and submits corrections for E-File, Fulfillment, and/or State E-File. There are a few scenarios where a change on one form will result in changes to another form. For example, making cha... -
What does it mean when the user sees a x or ✔?
A user may come back to check on the status of a submission only to see different icons. The user should go into the batch to click on "Check E-File Errors" to view a list of items the IRS provided as errors. ... -
What do the different statuses mean once the batches have been submitted?
Created On: 12/03/2024 in ACA Batch FAQs Q3: What do the different statuses mean once the batches have been submitted?Batches that are submitted to ftwilliam.com for Federal E-File, Fulfillment and/or State E-File will display a series of statuses. Statuses Federal E-File Fulfillment State E-File Pending ftwilliam.com has received the submission... -
Q2: How would a user create a batch?
The user would navigate from the Home screen > Batches/Workflow > ACA > Select form type > click OK. Note: The main ACA Batch screen will display the Form Type and Year within the breadcrumb, as well as at the top of the screen. The user sho... -
Q6c: The user navigated to an Employer (Company) that needed corrections on several of the 1095s, but the user is only able to edit some of them. How does the user edit all applicable forms?
Created On: 12/03/2024 in ACA Batch FAQs Q6: How do users create corrections for E-File and/or Fulfillment?Only those 1094s/1095s which were selected through the batch grid interface (see Q6 ) will be editable. Navigate back to the batch to select the 1094/1095, as applicable. -
Q6b: Can I add or delete employees from a correction batch?
Created On: 12/03/2024 in ACA Batch FAQs Q6: How do users create corrections for E-File and/or Fulfillment?No, you may not delete any employees from a correction batch. If you need to list an employee under a different company, simply add them to the correct company and do not correct them in the old company. You also may not add any employees to a corr...
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