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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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Last Updated: 02/26/2025
in Portal User Guide
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There are three statuses you should make note of at the top of the "Form 5500 - Year" screen that are described below. In addition, you may find options to invite users to the portal to sign or review/edit/upload attachments, depending upon the stat...
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Document Template Editor Video The Document Template Editor is used to create custom documents for your distributions. These templates can then be used to complete a distribution package for printing, a custodial directive, cover letter, etc. To...
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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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Last Updated: 09/19/2025
in DC Compliance User Guide
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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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View Official IRS Instructions | View General Instructions
Table of Contents
General Instructions
Future Developments
What's New
Reminder
Specific Instructions
Specif...
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For organizations managing 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 u...
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To complete an 8955 -SSA, look for the "8955 - SSA" box in the upper-right hand corner of the "Form 5500 - Year" screen (shown below). Along the top of the box are options for IRS FAQs for 8955 - SSA , "Batches/Fulfillment" (allows you to uplo...