Popular Articles

  1. How to manually enter payee/participant data

    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", the...
  2. Batch 5558 Dashboard and Navigation

    The main Batch 5558 screen provides a quick view of batch statuses. From the Select a Batch screen, the following features are available: Batch Name-  All existing batches will populate with a hyperlink to select and view individual batch...
  3. 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...
  4. Confirmation, Notification, and Reminder Emails

  5. How to Create and Submit an 8955-SSA Batch

    After the 8955 data has been entered,  the data verified and edit checks have been run, the filing may be added to  a batch. Access the Batch Screen: From within the 8955-SSA window of the 5500 module,  click on the Batches/Fulfi...
  6. Checking on your fulfillment - Completion Dates

    Once a batch has been sent for fulfillment, users can view the completion status from the "Show Batches" screen. See below for information related to each heading on that page: Payer Completion Date This column will update to "Pe...
  7. Frequently Asked Questions

  8. How to Batch Import Payer Taxpayer Identification Numbers (TINs)

    For a large number of Payers, Payer TINs and related data can be uploaded in batch mode. Companies and plans must already be set up in the system before proceeding. NOTE: New users without plans set up can send a list of client EINs to suppo...
  9. Edit Company

    From the "Home" screen, select a Company or Plan to access the "Edit Company" screen, purchased modules, or the "Edit Plan" screen.  First-time users will need to add a Company and Plan before proceeding. The available plan types depend on the sub...
  10. Preparing a .txt file for the FIRE website

    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...