Popular Articles

  1. Edit Plan

    Last Updated: 12/19/2024 in User Interface and Navigation General Navigation and Company / Plan Creation
    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...

  2. 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...

  3. 1099 Corrections

    Last Updated: 01/30/2026 in 1099 User Guide

  4. How to manually enter payee/participant data

    Last Updated: 11/24/2025 in 1099 User Guide Working with Form 1099
    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...

  5. Uploading Form 5558

    Last Updated: 01/10/2025 in 5500 User Guide Completing Form 5558, Uploads, Batch Features
    As of the 2024 filing year, users are now able to upload the Form 5558 in mass.  Note: This feature is only available for 2024 filing years forward and will not populate in prior years.  To access this feature: Navigate to the 5500  Menu U...

  6. Batch Lock 5500

    Last Updated: 09/12/2024 in 5500 User Guide 5500 Forms Settings, Batch Features
    The 5500 module allows for users to mass edit check as well as lock or unlock 5500/EZ/SF filings. To access this feature, navigate to the Wolters Kluwer Logo> Batches> 5500 Batch/Workflow. From here, select the applicable year from the dropdown menu...

  7. Upload and Download Features

    Last Updated: 02/15/2025 in 5330 User Guide Completing Form 5330 and Schedules
    To upload one or multiple Form 5330s, select the Upload link within the 5330 Box in the 5500 Module.  In the Form 5330 Upload/Download window, users can: Download a sample template and schema CSV files. Download existing Form 5330s ...

  8. How to Create and Submit an 8955-SSA Batch

    Last Updated: 01/08/2025 in 5500 User Guide Completing Form 8955-SSA, Uploads, Batch Features
    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...

  9. Adding Default Paid Preparers

    Last Updated: 03/11/2025 in 5330 User Guide Completing Form 5330 and Schedules
    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...

  10. Add Forms and Schedules

    Last Updated: 10/30/2025 in 5500 User Guide Completing 5500 Forms and Schedules
    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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