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Options under the "Misc Documents" box include Quick Entry, Notice to Interested Parties and IRS Cover Letter. Click on 'Quick Entry' to enter the date the Plan is to be submitted to IRS for the Notice to Interested Parties and IRS Cover Letter. You...
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The Schedule Q demos under the 'Sch Q Demo' box are all generally sample demonstrations/instructions that you can modify and save in Microsoft Word on your computer. To view the instructions for the different demonstrations, click here . ...
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Click on the name of the form you wish to edit and the form will open in a screen where you can enter and edit information (shown at right). There is no need to click 'Update' buttons. Once information is entered, it is saved in the system. Note ...
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There are two methods of consulting the official form instructions. 1. On the main IRS/PBGC page, you may click on the next to the appropriate form. This will display a page with the full text of the instructions for the applicable form. 2. When...
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Click here to view the pricing guide.
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Once the Employers (Companies) have been added to the batch, the user is able to print in bulk by checking the box for "Print" at the top of the screen, which selects all Employers within the batch. The user will need to select the print option of S...
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If the user only wants to select a few of the Employers/Employees for printing, then they should select those Employers > Do with selected > Print. The user will need to select the print option of Single File (one .pdf containing all 1094/1095s); ...
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See Q2 on how to create a batch first. Once the batch has been created, the next step is for the user to run edit checks. The batch must pass edit checks, green checkmark, in order to proceed. Once the edit checks have passed, the user should c...
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If the user submitted the batch first for Fulfillment, then the user does have the option to click on the check box within the batch to submit for Federal E-File if no changes are necessary to the 1094, then "Next to continue through the process. ...
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To select States for an existing batch that was already completed for E-File and Fulfillment, the user would navigate into a batch to click on "Select States for E-File" in the Batch Options box. Once the user clicks on "Select States for E-Fil...