Popular Articles

  1. Compliance Portal Files

  2. Upload and Download Features

    To upload one or multiple Form 5330s, select the Upload link within the 5330 Box in the 5500 Module.  In the Form 5330 Upload/Download window, users can: Download a sample template and schema CSV files. Download existing Form 5330s ...
  3. Working with 1099 Form

  4. Other Forms

  5. Adding Default Paid Preparers

    The ftwilliam.com software will allow you to set up default Paid Preparers to select for use on the Forms 5330 and 720. To add default reps, click on 'Edit IRS Reps' under the 'DRAFT-EDIT' column within the "Other Forms" box. Next, click on "Add...
  6. Add, Edit, or Remove Portal Users

  7. Global Email Settings

  8. Signing a 5500 Filing

    Overview: There are two methods to sign a completed 5500; you may either sign locally or via the portal. Portal.  To sign via the portal, the filing's preparer sets up a signer(s) to use the ftwilliam.com portal (under  Work with Signers/Port...
  9. Adding Additional Schedule C P4/5

    Additional  pages 4 and 5 have been added to accommodate any Schedule C transactions that exceed the available space on Form 5330. Previously, these transactions were included as attachments, but they must now be entered directly on the form, as...
  10. Creating and E-filing a 5558 Batch

    Batching Form 5558 enables efficient processing by grouping selected plans into a single batch. This approach streamlines submission and printing, saving time and ensuring consistency across multiple filings. The following walks through  the...