Popular Articles

  1. Completing an 8955-SSA

    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...
  2. Adding Default Paid Preparers

    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 Rep...
  3. How to batch import payee/participant data

    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...
  4. Portal Document and DocPrint Batch Options

  5. Edit Plan

    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...
  6. Amending a Form 5330 Filing

    To amend a filing that was originally e-filed via ftwilliam.com, navigate to the E-File Status page of the 5330 section.   Once on the E-file Status page, scroll to the far right of the grid and sel...
  7. Compliance Quick Start Guide

    This guide is intended to give a quick tour of how the ftwilliam.com Compliance Module works. Many features of the software are not discussed in this guide but are explained in the Compliance Module User Guide. You can access the full User Guide b...
  8. Sending Documents Through the Portal

  9. QS Part 1: Log-in and Access Compliance Module

    Like all the ftwilliam.com software modules, you will access the Compliance Module by selecting a plan. Or add a new company and plan. Once you have selected the plan you will be on the Edit Plan screen; click the “Compliance” button in the Plan M...
  10. Home

    After log-in, users will be taken to the "Home" page where users can: View a list of all company and plans associated with the account Add Company Add Plan Search for a Company and/or Plan Access various Batch services Access ftwPortal Pro ...