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Last Updated: 12/04/2024
in Distributions Setting Up DTS As an alternative to the default specifications, users may also upload specs. This is especially helpful if many of your plans will vary. For example, provider name, portal access and rollover provider may vary by plan. Step 1 : Locate the “Module...
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While statuses can be changed automatically during data collection, they can also be overridden via the “Distribution Summary”. Simply click the “Open” button on the distribution dashboard and then click the “Change Status” button at the top of the...
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Distribution Summary Video The distribution summary holds all data and files associated with a distribution. It is important that you make yourself familiar with all of the features included in the summary. Activity Log The first block in the “...
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Make sure all date fields are populated and in the correct numeric format using the calendar in the box. If you want to use employee number, rather than social security number as the unique participant identifier, you should indicate here under ...
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If you will be preparing your Form 1099s in the ftwilliam.com software, you have the option to push all of the data that you collected in DTS directly into the Form 1099 Software. In order to do the push, please note the following: Your distributi...
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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.
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The Census Batch Dashboard may be accessed from multiple locations within the software: Select the Wolters Kluwer Logo > Batches > Census Worksheet. Navigate to the Portal Global Dashboard and select the 'Census Batches' tab. (Wolters Kluwer...
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To Edit/Add Contact Types, you do have to be the Master Admin User or a Designated Admin. The “Edit Contact Type” window may be accessed two different ways. 1. Select the Wolters Kluwer Logo>Administrative Tasks>Portal/Workflow>Edit Contact types...
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Clicking on this link will generate all final forms and schedules in one pdf file for the plan. This will be the same download that a signer must generate before he/she can electronically sign the filing. The pdf file can be saved to your hard-drive...