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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...
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Last Updated: 02/26/2025
in Portal User Guide
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Last Updated: 12/17/2025
in Documents User Guide
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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...
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Last Updated: 11/24/2025
in 1099 User Guide
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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...
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Several fulfillment options are available through the ftwilliam 1099 batching system. Each option determines which parties receive the forms and how the filing is handled.
Note: There is a fee to use this service, please see the 1099 Fulfill...
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Last Updated: 02/26/2025
in Portal User Guide
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A filing must be locked before it can be e-filed. A green check under the Status column for all associated forms confirms that all edit checks have been passed, allowing the filing to be locked. Locking is not possible if any forms fail the edi...