-
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...
-
Last Updated: 11/20/2025
in Portal User Guide
-
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...
-
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...
-
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...
-
Last Updated: 12/04/2024
in Distributions Setting Up DTS As an alternative to the default specifications, users may also upload specs. This is especially helpful if many of your plans will vary. For example, provider name, portal access and rollover provider may vary by plan. Step 1 : Locate the “Module...
-
Portal Users may be added or updated in bulk through the 'Upload Portal Users' interface.
The Upload Portal User interface is accessible from the Global or Plan level Dashboards through the tricolon menu option on the Portal Users Tab.
...
-
Set Allocation Parameters Clicking on the Allocation row will expand the Allocation Parameters. Here you can enter details about how allocations should be handled in the plan and the necessary allocation formula(s). The options you see will be ...
-
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 ...
-
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...