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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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Correction for Payer TIN Note that if users have reported information for an incorrect Payer TIN, that the Payer TIN should be corrected via a letter to the IRS; see the IRS instructions for details. New for 2014 and current, users will be ...
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The “Clone” feature allows you to make an exact copy of a plan, within the Compliance software. You will first need to add a plan to the database - this will be the destination plan; you may clone plan specifications only, or both plan specification...
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Conversion Uploads are accessed from the Compliance Menu, under “Tools/Settings”. The options “Map DC Sources” and “DC Windows” are for upload of Datair participant information and end of year balances. You first need to click “Map DC Sources” a...
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Plan Specs baseline automatically built - Adding a new Year End, per Step 2 above, will do the following: If there is no ftw document – populates Plan Specifications with system default values. If an ftw document exists - populates Plan Specif...
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If you've logged in before but forgot your password: Click "Forgot Password" at the bottom of the login screen. Enter your account information and answer your security questions. If you haven’t set up security questions or don’t remember y...
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Follow the steps to add a new loan using the following : Description - 'Conversion Loan' Origination date - one pay period before the first repayment due on the former vendor's amortization schedule - you want the first payment on the ftwill...
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Last Updated: 05/15/2025
in 1099 User Guide
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For the 2021 ACA Forms, ftwilliam.com will State E-File for: California, due date of 04/01/2024; District of Columbia, due date of 04/30/2024; New Jersey, due date of 04/01/2024; and Rhode Island, due date of 04/01/2024. ...