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  1. 2025 Instructions for Schedule C

    2025 Instructions for Schedule C (Form 5500) Service Provider Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File ...
  2. 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 Instruction...
  3. Compliance Portal Files

  4. 2026 Premium Payment Instructions

    2026 Premium Payment Instructions View Official PBGC Instructions Table of Contents Introduction and What's New Introduction What's New Who Must File All Covered Pla...
  5. Update Plan Parameters for Multiple Plans

    With the "Batch Edit Grid" link you can update plan parameters for multiple plans on the same on the checklist.  To edit plan parameters - click on the "Batch Edit Plan Grid" link located under the "Batch Options" menu.  From the "Grid View" ...
  6. 1099 Batch E-filing and Fulfilment Services

  7. Portal User Client View

  8. 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...
  9. 5500 Frequently Asked Questions

    Table of Contents Q1: Amending a Filing Q2: Prior Year Filings Q2a: Amending a Prior Year 5500-SF for a One-Participant or Foreign Plan Q2b: Amending a Prior Year 5500-EZ Q3: Notices from IRS (CP 403 and CP 406 N...
  10. 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...