Popular Articles

  1. QS Part 1: Log-in and Access Compliance Module

  2. How to Post a Batch Census Worksheet

    Note: A subscription to both the Compliance Software and Portal is needed to use the batch features. ‘Specify a Server’ will need to be set up within the Compliance tab of the global email settings to send a communication to portal users. ...
  3. How to Post a Batch Annual Notice to the Portal

    Note : You do have to subscribe to the Documents Module and ‘ftwPortal Pro’ to post annual notices. To batch generate batch Annual Notices, select the Wolters Kluwer logo >Batches>DocPrint :    In the DocPrint menu you will first need to creat...
  4. Saving Changes

    There is no need to click on update buttons in the software. Changes are automatically saved once they are entered.
  5. Edit Checks

    You may perform edit checks on the data for each form/schedule at any time. There are a few different ways to run edit checks and review errors/warnings: Visual Edit Checks. While you are editing a form/schedule you may click on the "Run Edit Chec...
  6. Portal Branding

    On the Portal Branding page, you may customize the look of the portal with your company's logo and corporate colors, so your clients feel like they are accessing your website and not ftwilliam.com's. Portal Page Icon and Title:  The fav...
  7. Work with Signers/Portal Users

    This function will set up who will be signing the Form 5500 and/or making changes to the Form 5500 filing via the portal (editing the form via the portal and/or uploading files via the portal). You will assign each user a username, password and email...
  8. Batch SAR and Batch Annual Funding Notice

    The first step is to create a customized cover letter for your clients (SAR/AFN only). If you will be printing and mailing the letters, you may set options for the cover letter including font size and page margins. You may also generate a spre...
  9. A list of Foreign County Codes

    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 Antarctic...
  10. Part 9: Tools/Settings