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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...
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Global Email Settings can be accessed by selecting the Wolters Kluwer logo , then navigating to Administrative Tasks > Portal/Workflow > Global Email Settings . Only users with the role of Master Admin User or Designated Admin have permiss...
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Users can download files from ftwilliam.com for upload into the FIRE system . Note that for 8955-SSA forms each filing is uploaded separately - that is not the case for 1099s as user can upload the .txt files in a batch. Before users are able to...
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In order to work with any form or schedule, you must first add the form to the 5500 - Year box. There are a few ways to get started: Manual Entry. Click on the appropriate form in the "Add Schedules" box. Once a form/schedule has been sele...
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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...
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Set ADP/ACP Testing Parameters Clicking on ADP/ACP Test from the Tasks page will expand the ADP/ACP Parameters. Here you can enter details about how ADP/ACP Testing should be handled in the plan. This is also where prior year testing data can be ...
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Allow 8955-SSA E-File: If "Yes" is selected within the Edit Portal User Screen AND the 8955-SSA has an "OK" status, the user will have the ability to electronically file the 8955-SSA to the IRS. When the portal user clicks on "E-File 8955-SSA" ...
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Note Fulfillment pricing includes batch fees, click here for more information. Options for fulfillment: Federal/State/Payee Fulfillment - If selected, users will not be able to select other options, aside from "Payor Only" as a separate bat...
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If the plan document provides for excluding a particular class of employee you can follow the steps below to code your census: From the Compliance Menu click “Plan Specifications”. Expand the Eligibility section and under “Exclusions - Other” sele...
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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...