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  1. 2025 Instructions for Form 5500

    2025 Form 5500 Instructions Annual Return/Report of Employee Benefit Plan View Official Instructions | Quick Reference Chart | Business Codes | Characteristics Code General Instructions EFAST2 Pr...
  2. 2025 Instructions for Form 5500-EZ

    2025 Instructions for Form 5500-EZ Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan View Official IRS Instructions | Business Codes | Characteristics Codes   Table...
  3. Compliance Portal Files

  4. Payer Data Instructions

    View General Instructions | View Official 1096 IRS Instructions Help for item a. Top Enter "Yes"; if final return for Payer. This response is used to indicate a final return on Form 945. 945 Payer Instructions ...
  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. Form 5330 Portal E-filing Experience

    Once a filing is locked and a signer is invited, the portal can be accessed using the link in the invitation, along with a username and password. On the first login, the signer will be asked to answer three security questions and set a new passw...
  7. Permissions, Contact Types, and Document Classifications

  8. Batch Annual Notice

  9. 1099 Batch E-filing and Fulfilment Services

  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...