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Work with Census This link allows the user to enter participant data. The data may be manually entered, uploaded or imported from the current census in the Administration System. To enter participants via a spreadsheet, click to "Down...
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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 Annual Questionnaire' link / button on the left side to downloa...
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Last Updated: 05/15/2025
in 1099 User Guide
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The Online Annual Questionnaire can be set to have certain questions marked as required. To mark fields as required, check the ‘Req’ checkbox next to the applicable question on the Online Annual Questionnaire edit form. This requirement can be set...
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Note: You do have to subscribe to the Compliance Software, ‘ ftw Portal Pro’, and have ‘Specify a Server’ set up to post annual questionnaire batches. Please also know this is an Annual Questionnaire that is uploaded from your files to the sof...
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To set up Portal Branding for Divisions, the Master Admin User must first set up Divisions. Once Divisions have been set up, the Master Admin User or a Designated Admin will be able to set up division branding. You can access the Portal Branding ...
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When you are setting up email setting for the various modules, you will be able to set up confirmation emails. 5500 Module*: Confirmation Emails: If you would like to receive confirmation emails when the Form 5500/SF has been submitted, you ...
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Only Master Admin Users or Designated Admins can assign admins to plans for various modules. Individual Plan Update Admins and responsibility fields may be updated on the Edit Plan screen of individual plans, by selecting the name from the dr...
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Document Classifications allows portal user permissions to access documents based on their classification; if a portal user has access to a document classification, they will be able to view all documents with that classification. To Edit Documen...
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To delete document folders, you must be the Master Admin User or a Designated Admin. With these designations you may access the folder options through the following paths: 1. From the Global/Plan dashboard select the Module Options button in the up...