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Users can print copies of Form 1099-R for the payee (Copy C), and for filing with state (Copy 2) and federal (Copy B) taxes. Users should print these on '3-up' blank perforated paper. Click on "Copy B/C/2 (Blank)". Put the '3-up' blank perforated ...
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Other Import/Export/Reports can be accessed from the Compliance Menu by hovering over Census and selecting Other Import/Export/Reports or from within the Census screen, by clicking the Other Import/Export/Report link. Click here for more informat...
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This section presents the condensed general process, scenarios for various situations, and helpful hints. A. General Process This is a summary of the general process for every proposal. The additional scenarios below use this general process, al...
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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...
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You can sign the 5500 by either clicking the 'Print and Sign' item in your ToDo list for the plan you wish to sign. Or by clicking the 'E-Sign 5500' link / button on the left side of the page. If you have more than one plan, you may need to sele...
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If you have access to more than one plan, you must first select the plan from the plan dropdown at the top or the plan boxes listed on the left side of the page. Click the 'Download Census Worksheet' link / button on the left side to download th...
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To add a Summary Annual Report (SAR) or Annual Funding Notice (AFN), click on the link to the corresponding notice within the "Add Schedules" box. If you add the SAR, you will not have the option to add the AFN until you delete the SAR from the "D...
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Once you would like to invite users to the Portal, you should first lock the filing and add signers under the Work with Signers/Portal Users link from the "Form 5500 - Year" screen. Once the form is locked and signers have been added for the pla...
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To amend a filing, you will need to select "Amend Filing" next to the "Details" link on the "Acceptance Status" line. Once you have clicked on "Amend Filing," a screen to confirm your selection will appear with the following warning: Confirm ...
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This guide explains the features and settings available within a batch. Before proceeding, see How to Create and Submit an 8955-SSA Batch for batch creation instructions.
To use batch features:
Add plans to the batch using Select ...