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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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Last Updated: 04/27/2026
in Portal User Guide
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Last Updated: 02/26/2025
in Portal User Guide
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Before accessing any form or schedule, the form must first be added to the 5500 - Year box. The following methods are available:
Quick Links:
Manual Entry
55Autofill
Bring Forward Prior Year Data
Addi...
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At the top-left of the 1099-X Plan Year screen, you'll find the Edit Payer Data box. Clicking Edit Payer opens the Payer Data screen, where you can edit or update payer information.
Most fields will be pre-populated from the Ed...
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A filing must be locked before it can be e-filed. A green check under the Status column for all associated forms confirms that all edit checks have been passed, allowing the filing to be locked. Locking is not possible if any forms fail the edi...
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View Official IRS Instructions | View General Instructions
Table of Contents
General Instructions
Future Developments
What's New
Reminders
Specific Instructions
Excepti...
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Uploading Payee data in bulk is an efficient way to manage large numbers of Payees. This process is completed through the "Upload/Download Center" and allows for batch uploads, saving time compared to manual entry. There are two different options...
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2025 Instructions for Schedule I (Form 5500)
Financial Information - Small Plan
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
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Form 5558
Application for Extension of Time To File Certain Employee Plan Returns
(January 2025)
View Official IRS Instructions
Table of Contents
General Instructions
Future Developments
...