Popular Articles

  1. Edit Users: Roles & Permissons

    Overview Each user on the ftwilliam.com system has a profile, which stores a variety of information, including login credentials, contact details, and module permissions. From the Edit Users screen, a profile can be updated by the Mast...
  2. Instructions for Form 945-A (Rev. December 2025)

    Use with the December 2025 revision of Form 945-A Annual Record of Federal Tax Liability View Official IRS Instructions Table of Contents Future Developments Reminders General Instructions ...
  3. Printing 1099 Data

  4. Instructions for Form 1099-DIV Dividends and Distributions (Rev 01/2024)

    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments What's New Reminder Specific Instructions Specif...
  5. Amending a Filing Originally Filed through ftwilliam.com

    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 ...
  6. Home

    After log-in, users will be taken to the "Home" page where users can: View a list of all company and plans associated with the account Add Company Add Plan Search for a Company and/or Plan Access various Batch services Access ftwPortal Pro ...
  7. Part 4: Plan Specifications

  8. Form 945

    To learn more about the form, refer to the Form 945 Instructions under  Purpose of Form 945 . Note:  Users are responsible for paper filing the Form 945s; it is not included in the  Fulfillment Services  offered by ftwilliam.com. Tip...
  9. Consulting Official DOL Instructions

    There are two methods of consulting the official DOL instructions. On the main "Form 5500 - Year" screen, you may click on the "I" link next to the appropriate schedule under the "DRAFT - EDIT" heading in the "5500 - Year" box. This will display...
  10. Work with Signers/Portal Users

    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 ...