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  1. 2025 Instructions for Schedule MEP

    2025 Instructions for Schedule MEP (Form 5500) Multiple-Employer Retirement Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must Fil...
  2. Part 9: Tools/Settings

  3. 2024 Form 5330 Instructions

    Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans (Rev. December 2023) View Official IRS Instructions   Table of Contents General Instructions Future Developments ...
  4. Add, Edit, or Remove Portal Users

  5. 2025 Instructions for Forms 1094-C and 1095-C

    2025 Instructions for Forms 1094-C and 1095-C View Official IRS Instructions Table of Contents Future Developments What's New Additional Information General Instructions for Forms 1094-C and 1095-C ...
  6. Completing Form 5330 Attachments

    Form 5330 Attachments – What to Attach and How When filing Form 5330 , certain situations require additional documentation. This page explains each attachment type , when to use it , and  how to prepare it correctly . Use the atta...
  7. E-filing Form 5558

    As of the 2024 filing year, Form 5558 can be e-filed through the EFAST2 system. This feature is not available for prior years or off-calendar plans using 2023 Forms.  Please Note: The filing of form 5558 is a separate filing feature inc...
  8. 1099 Corrections

  9. 2025 General Instructions for Certain Information Returns (Forms 1096, 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)

    Section references are to the Internal Revenue Code unless otherwise noted. View Official IRS Instructions | Guide to Information Returns Table of Contents General Instructions What's New Future D...
  10. Setting Up and Managing Divisions

    What Are Divisions? Divisions are containers that group companies (Plan Sponsors) together, allowing for customized permissions. This makes it easy to control which users can access specific companies. For example: If an employee manages 30...