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Note Fulfillment pricing includes batch fees, click here for more information. Options for fulfillment: Federal/State/Payee Fulfillment - If selected, users will not be able to select other options, aside from "Payor Only" as a separate bat...
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A newer feature available for the 2014 and current 1099-Rs. Similar to the 5500 Module, the 1099-R Module is now able to "Bring forward [prior year] 1099 Participants for this plan only". Master and Designated Admin Users also have the option to "Br...
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If you want to change the primary census grid for your plan, click the “Change” link to the right of the grid name, select the grid you want from the first drop-down box, and click “Set Census Grid”. Q.S. Tip: The default grid for most custom...
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Last Updated: 08/01/2024
in Portal User Guide
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Once you press the “Compliance” button for a plan, you will be taken to the Compliance page where the system will have the “Add Year End” box ready for you to enter the first plan year end you want to work on. After entering the plan year end into...
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Note: To use the Portal Document Batch feature, you must set up the ‘Document’ email settings for ‘Specify a Server’. The purpose of Portal Document Batch is to allow you to send one file or multiple files to the portal users assigned to the plan...
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Portal allows users to securely send communications and files that do not require e-signature through Direct Messages.
Please note, the Portal User does not have to be associated with a particular plan for them to receive a Direct Message. A...
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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 de...
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If you find that you need to prepare a prior year SSA, whether as an original or to amend, you will notice that the process is similar to the prior year 5500 filings. Select your company and your plan so that you are on the "Edit/Print Menu" screen...
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Last Updated: 05/15/2025
in 1099 User Guide