Popular Articles

  1. ftwilliam.com's fulfillment service

    Last Updated: 01/10/2025 in 1099 User Guide 1099 Batch E-filing and Fulfilment Services
    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...

  2. How to manually enter payee/participant data

    Last Updated: 09/12/2024 in 1099 User Guide Working with 1099 Form
    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...

  3. Checking on your fulfillment - Completion Dates

    Last Updated: 04/08/2025 in 1099 User Guide 1099 Batch E-filing and Fulfilment Services
    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...

  4. Rolling over data from a prior year

    Last Updated: 09/12/2024 in 1099 User Guide Working with 1099 Form
    A newer feature available for the 2014 and current 1099-Rs. Similar to the 5500 Module, the 1099-R Module is now able to "Bring forward [prior year] 1099 Participants for this plan only". Master and Designated Admin Users also have the option to "Br...

  5. Part 5: Census

    Last Updated: 10/29/2024 in DC Compliance

  6. 1.1. Logging In

    Last Updated: 10/29/2024 in DC Compliance User Guide Part 1: Getting Started
    You will need the company code, login name and password you received when you signed up for the ftwilliam.com system. General ftwilliam.com website features available after log-in: Getting Help: At the top of every page you will find a drop-dow...

  7. Enter Information on a Form 5500 schedule

    Last Updated: 07/10/2025 in 5500 User Guide Completing 5500 Forms and Schedules
    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...

  8. 5500 Workflow Grid; Batch Invite 5500/SF; Admin Summary Status

    Last Updated: 09/12/2024 in 5500 User Guide 5500 Forms Settings, Batch Features
    The 5500 Workflow Grid (sample screenshot shown below) replaces all the functionality of the prior "Review/Assign Detail Status/Extensions" grid, but has a number of new features. You may access the 5500 Workflow Grid by clicking on the "Batch/Wor...

  9. Copying Data From a Prior Year

    Last Updated: 09/12/2024 in 1099 User Guide Working with 1099 Form
    This is a simple process if the user used the ftwilliam.com 1099 software during the previous year: Select the 1099 software for the previous year's filing; Click on the "Upload/Download Center" under the "Batch features" box; Click on "Downloa...

  10. Part 10: Special Topics

    Last Updated: 10/29/2024 in DC Compliance
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