-
If you chose to have a portal user E-File via the portal and later discover an error, then you will have to go back to the plan to click on the draft Form 8955-SSA to click on "Amend 8955". By clicking on the button, the form will become editable, a...
-
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...
-
This is a simple process if the user used the ftwilliam.com 1099 software during the previous year: Select the 1099 software for the previous year's filing; Click on the "Upload/Download Center" under the "Batch features" box; Click on "Downloa...
-
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-...
-
To amend a filing that was originally e-filed via ftwilliam.com, navigate to the E-File Status page of the 5330 section.
Once on the E-file Status page, scroll to the far right of the grid and sel...
-
Last Updated: 10/29/2025
in DC Compliance User Guide
-
This function will set up who will be signing the Form 5500 and/or making changes to the Form 5500 filing via the portal (editing the form via the portal and/or uploading files via the portal). You will assign each user a username, password and email...
-
Last Updated: 10/29/2024
in DC Compliance
-
First time ftwilliam.com users may need to add a company and plan to get started. Click here to review instructions to Select/Add/Delete Companies and Plans. ...
-
To amend a filing, you will need to select "Amend Filing" next to the "Details" link on the "Acceptance Status" line. Once you have clicked on "Amend Filing," a screen to confirm your selection will appear with the following warning: Confirm ...