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View Official IRS Instructions | View General Instructions
Table of Contents
General Instructions
Future Developments
What's New
Reminder
Specific Instructions
Contributi...
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Multi-Factor Authentication (MFA) FAQs
Q1: Is the MFA a requirement?
Q2: I do not see Account Profile under my login when I click on the Wolters Kluwer Logo > Administrative Tasks.
Q3: Can we only add this for only our firm'...
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The Form 5500 Software includes several upload and download features. Click on the "Upload and Download Center" in the top-right under "5500 Menu" to open the "Upload and Download Center" page as shown below. Each feature can be accessed by clicki...
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Last Updated: 09/15/2026
in Portal User Guide
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View Official IRS Instructions | View General Instructions
Table of Contents
General Instructions
Future Developments
Reminders
Specific Instructions
Exceptions to rep...
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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...
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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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Last Updated: 02/26/2025
in Portal User Guide
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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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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 ...