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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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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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Uploading Payee data in bulk is an efficient way to manage large numbers of Payees. This process is completed through the "Upload/Download Center" and allows for batch uploads, saving time compared to manual entry. There are two different options...
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The 5500 module allows for users to mass edit check as well as lock or unlock 5500/EZ/SF filings. To access this feature, navigate to the Wolters Kluwer Logo> Batches> 5500 Batch/Workflow. From here, select the applicable year from the dropdown menu...
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Last Updated: 04/09/2025
in Portal User Guide
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Once users have completed any necessary updates to the "Edit Company" screen, an existing plan may be selected from the dropdown menu below the company name or a new plan may either be added via the "Add Plan" link from within the "Company Menu" b...
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If you've forgotten your password, follow these steps to reset it:
Step 1: Enter Company Code and Username
To begin the reset process:
Go to the login screen.
Enter your Company Code and Username .
These fields are required...
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To upload one or multiple Form 5330s, select the Upload link within the 5330 Box in the 5500 Module. In the Form 5330 Upload/Download window, users can:
Download a sample template and schema CSV files.
Download existing Form 5330s ...
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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...
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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", th...