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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 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 ...
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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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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 ...
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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...
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Once you would like to invite users to the Portal, you should first lock the filing and add signers under the Work with Signers/Portal Users link from the "Form 5500 - Year" screen. Once the form is locked and signers have been added for the pla...
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Here are some links to helpful documentation:
State Reconciliation Form Chart - View a 1099 State Reconciliation Form Chart that shows which 1099 forms need to be processed for which state. (States that do not require fulfillment will ...
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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 ...
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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 ...