Popular Articles

  1. 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...

  2. 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...

  3. 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...

  4. Printing 1099 Data

    Last Updated: 11/24/2025 in 1099 User Guide

  5. 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...

  6. 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 ...

  7. 2024 Instructions for Schedule DCG

    Last Updated: 12/04/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions 2024 5500 Forms and Schedules
    2024 Instructions for Schedule DCG (Form 5500)  Individual Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Purpose of Schedule ...

  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. Accessing and Preparing 1099 Module Forms for Printing

    Last Updated: 11/24/2025 in 1099 User Guide Printing 1099 Data
    Accessing the Print Features: The Print Menu on the main "Form 1099 - Year" screen is where users select printing options and print forms. This menu is organized into three columns: IRS Copies , Other Copies , and Reports . Selecting Pay...

  10. How to Upload Portal Users in Bulk

    Last Updated: 03/27/2025 in Portal User Guide Add, Edit, or Remove Portal Users
    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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