Popular Articles

  1. How to Amend the Form 8955-SSA

    Last Updated: 09/12/2024 in 5500 User Guide Completing Form 8955-SSA, Uploads, Batch Features
    Printing  If you chose to print and mail the Form 8955-SSA plan by plan and later discover an error, then you would go back to the draft Form 8955-SSA, check the box for Part I, Item B. Make any updates necessary and file with the IRS. Or, if you...

  2. How Do I Sign a Document?

    Last Updated: 12/04/2024 in Portal User Guide Portal User Client View
    If you have a plan document to sign, it will show up in your ToDo list as 'Sign Plan Document'. You can also access the plan document e-signing page by selecting your plan and clicking the 'Sign Document' link / button on the left side of the pag...

  3. How to Post a Batch Online Annual Questionnaire

    Last Updated: 07/23/2024 in Portal User Guide Annual Questionnaire Information and Batch Processing
    To set up the 'Default Online Annual Questionnaire' select the Wolters Kluwer Logo drop-down > Administrative Tasks > Defaults > Default Online Annual Questionnaire. You will want to make any necessary updates to the Default Online Annual Question...

  4. Go to Documents/IRS Forms/5500 forms/1099s/Admin/Portal

    Last Updated: 12/11/2024 in DC Proposal Go to Documents/IRS Forms/5500 forms/1099s/Admin/Portal
    After selecting a Plan, you will be taken to the "Edit/Print Menu" page. The different sections of the checklist will appear in the 'Select Section' box. Click on each section to enter relevant plan specifications. Make sure to click 'Update' to ...

  5. How Do I Access the Portal?

    Last Updated: 06/05/2025 in Portal User Guide Portal User Client View
    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.ftwil...

  6. 4.4. ADP/ACP Tests

    Last Updated: 12/04/2024 in DC Compliance Quick Start Guide QS Part 4: Compliance Menu – Tasks
    Expand the ADP/ACP Test section; first you can set testing parameters, such as methods to avoid failure and corrections, as well as whether the current or prior year NHCE data will be used. Note that any parameters specified in the plan document, su...

  7. Annual Questionnaire Information and Batch Processing

    Last Updated: 02/26/2025 in Portal User Guide

  8. Deleting an Attachment

    Last Updated: 09/12/2024 in 5500 User Guide Completing 5500 Forms and Schedules
    You may permanently remove an Attachment by selecting "Attachments" under the "DRAFT-EDIT" column of the "5500 - Year" box. On the "Upload Menu" screen, choose the attachment you want to delete from the drop-down list within the "Delete Attachment" ...

  9. 1099 Deadlines

    Last Updated: 09/12/2024 in 1099 User Guide FAQs and Supplementals
      Guide to Information Returns If any date shown falls on a Saturday, Sunday, or legal holiday in the District of Columbia or where the return is to be filed, the due date is the next business day. Leap years do not impact the due date. See...

  10. Part 8: Miscellaneous Tasks

    Last Updated: 10/29/2024 in DC Compliance
© 2007-2025 CCH INCORPORATED. ALL RIGHTS RESERVED.