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Last Updated: 06/10/2025
in Portal User Guide
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Last Updated: 06/10/2025
in Portal User Guide
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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...
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Last Updated: 01/10/2025
in 5500 User Guide
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You will need your username and password to log in. This must be provided to you by your plan administrator. The password will contain at least 8 character consisting of numbers, letters, and special characters. If you check Save Password, your ...
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At the top-left of the "1099-X Plan Year" screen is the "Edit Payer Data" box. By clicking on "Edit Payer", the user will be directed to the "Payer Data" screen where the user is able to edit/update payer data. Most information will be pre-populat...
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Last Updated: 04/09/2025
in Portal User Guide
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After the 8955 data has been entered, the data verified and edit checks have been run, the filing may be added to a batch.
Access the Batch Screen:
From within the 8955-SSA window of the 5500 module, click on the Batches/Fulfi...
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To complete an 8955 -SSA, look for the "8955 - SSA" box in the upper-right hand corner of the "Form 5500 - Year" screen (shown below). Along the top of the box are options for IRS FAQs for 8955 - SSA , "Batches/Fulfillment" (allows you to uplo...
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Last Updated: 02/26/2025
in Portal User Guide