-
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...
-
Here are some links to helpful documentation:
State Reconciliation Form Chart - View a 1099 State Reconciliation Form Chart that shows which 1099 forms need to be processed for which state. (States that do not require fulfillment will ...
-
Last Updated: 12/19/2025
in Portal User Guide
-
Last Updated: 04/09/2025
in Portal User Guide
-
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...
-
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...
-
As of the 2024 filing year, users are now able to upload the Form 5558 in mass. Note: This feature is only available for 2024 filing years forward and will not populate in prior years. To access this feature:
Navigate to the 5500 Menu U...
-
2025 Instructions for Schedule H (Form 5500)
Financial Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
Spe...
-
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...
-
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...