Popular Articles | Page 5 | ftwilliam.com Software User Guide

Adding Default Paid Preparers

Last Updated: 03/11/2025 in 5330 User Guide Completing Form 5330 and Schedules

The ftwilliam.com software will allow you to set up default Paid Preparers to select for use on the Forms 5330 and 720. To add default reps, click on 'Edit IRS Reps' under the 'DRAFT-EDIT' column within the "Other Forms" box. Next, click on "Add...
Confirmation, Notification, and Reminder Emails

Last Updated: 11/05/2025 in Portal User Guide
How Do I Log into the Portal?

Last Updated: 06/03/2025 in Portal User Guide Portal User Client View

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 ...
Show History

Last Updated: 12/19/2024 in User Interface and Navigation General Navigation and Company / Plan Creation

On the "Edit Plan" screen, the "Show History" link is a useful feature located below the "Plan Menu" near the upper-right corner of the screen, as highlighted in the image below. Clicking on the "Show History" link opens the "History" screen, ...
Completing an 8955-SSA

Last Updated: 01/08/2025 in 5500 User Guide Completing Form 8955-SSA, Uploads, Batch Features

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...
How to manually enter payee/participant data

Last Updated: 09/12/2024 in 1099 User Guide Working with 1099 Form

When the user is on the "1099-X - Year" screen, the user would click on "Add Payee" button within the "Edit Payees" box. The user will receive a prompt to enter a Payee's First Name and Last Name. Then, the user will click "Add Participant", the...
Enter Information on a Form 5500 schedule

Last Updated: 07/10/2025 in 5500 User Guide Completing 5500 Forms and Schedules

To enter information in a schedule, click on the schedule under the "DRAFT - EDIT" heading in the "5500 - Year" box (or on the link under "Active Schedules" once you are already editing a form/schedule). The actual speed to open a form/schedule is...
Portal Branding

Last Updated: 04/09/2025 in Portal User Guide
6.2. Allocations

Last Updated: 10/29/2024 in DC Compliance User Guide Part 6: Tasks

Set Allocation Parameters Clicking on the Allocation row will expand the Allocation Parameters. Here you can enter details about how allocations should be handled in the plan. The options you see will be based upon the plan specifications (for ex...
How to Batch Import Payer Taxpayer Identification Numbers (TINs)

Last Updated: 10/03/2025 in 1099 User Guide Working with 1099 Form

For organizations managing a large number of payers, Payer TINs and related data can be uploaded in batch mode . Companies and plans must already be set up in the system before proceeding. Note: New users without plans set up ...