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To change your password, go to the Profile page by clicking the down arrow next to the username button and clicking 'Profile' in the popup menu. Next, click the 'Request Change' button in the 'Demographic Information' box. Edit your demograph...
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If this is your first time viewing the document, you may view the document by clicking the appropriate 'Print and Review' link in your ToDo list. Otherwise, continue following the instructions below. If you have access to more than one plan, you...
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Last Updated: 05/15/2025
in 1099 User Guide
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If you would like to download copies of your communications including Direct Messages you may do so by navigating to Global or Plan level dashboard (keep in mind Direct Messages are only located on the Global Dashboard, you are able to download any ...
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The following chart can be referenced as a guide on what each E-File error icon means. Icon Meaning Actions Needed ✔ Completed with errors Received timely by the IRS, but may need to be corrected, depending on the errors received x ...
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Q.S. Tip: Transactions must be posted to perform the Top Heavy Test, therefore, complete Step 5 then return to Step 4.6. To determine if the plan will be top heavy for the next plan year, run the Top Heavy Test. Expand the Top Heavy Test s...
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Click the 'Global Loans Report' link. Select the loan from the 'Active Loans' drop down box and click the 'Select' button. Click the 'Default Loan' link. You'll see a screen where you can adjust the default date, which populates with a date based on...
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Click the 'Global Loans Report' link; you have options here to print a list of all loans as of the date you select, or to print the annual loan report.
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Users can be assigned to a plan in three ways:
From the Global Dashboard
From the Plan-Level Dashboard
During the Portal User Upload Process
Global Dashboard
Wolters Kluwer Logo > ftwPortalPro > Global Dashboard
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