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View Official IRS Instructions | View General Instructions
Table of Contents
General Instructions
Future Developments
What's New
Reminders
Specific Instructions
Excepti...
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Last Updated: 01/19/2026
in 5500 User Guide
The forms settings and batch features (Work With Signers/Portal Users, Batch/WorkFlow, Portal Settings and Portal Link) are available via links near the center of the "Form 5500 - Year" screen, just below the Acceptance Status line of the filing. ...
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Last Updated: 05/22/2025
in 5500 User Guide
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...
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Last Updated: 02/12/2026
in 1099 User Guide
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Last Updated: 04/14/2026
in Portal User Guide
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2025 Instructions for Schedule C
(Form 5500)
Service Provider Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
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Once a portal user has been assigned to the plan with 5330 permissions, a link will appear on the 5330 E-File Status dashboard.
Regardless of lock status, if a user has proper permissions to view/print the Form 5330, a link to invite will ap...
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Last Updated: 12/17/2025
in Documents User Guide
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Last Updated: 02/26/2025
in Portal User Guide
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The Form 5500 Software includes several upload and download features. Click on the "Upload and Download Center" in the top-right under "5500 Menu" to open the "Upload and Download Center" page as shown below. Each feature can be accessed by clicki...