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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...
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Batching Form 5558 enables efficient processing by grouping selected plans into a single batch. This approach streamlines submission and printing, saving time and ensuring consistency across multiple filings. Accessing the 5558 Batch Feature: Th...
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At the top-left of the "1099-X Plan Year" screen is the "Edit Payer Data" box. By clicking on "Edit Payer", the user will be directed to the "Payer Data" screen where the user is able to edit/update payer data. Most information will be pre-populat...
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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.
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In order to work with any form or schedule, you must first add the form to the 5500 - Year box. There are a few ways to get started: Manual Entry. Click on the appropriate form in the "Add Schedules" box. Once a form/schedule has been sele...
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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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You will need your 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-...
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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 ...
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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 Rep...
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First click the “Start Distribution” button in the upper right hand corner of the plan level dashboard as displayed above. Next, enter the name of your participant. Now you will be asked to fill in the email address, social security number, and ...