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The main Batch 5558 screen provides a quick view of batch statuses. From the Select a Batch screen, the following features are available: Batch Name- All existing batches will populate with a hyperlink to select and view individual batch...
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Last Updated: 12/17/2025
in Documents User Guide DocPrint
With the "Batch Edit Grid" link you can update plan parameters for multiple plans on the same on the checklist. To edit plan parameters - click on the "Batch Edit Plan Grid" link located under the "Batch Options" menu. From the "Grid View" ...
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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...
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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...
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Last Updated: 01/10/2025
in 5500 User Guide
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Last Updated: 11/24/2025
in 1099 User Guide
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This data relates to the proposal as a whole. You can choose to display 2-3 plan options. Plan Year End - Year: The year selected will determine the compensation limit and 415 limit for allocations and testing purposes. Plan is Top Heavy a...
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Note : You do have to subscribe to the Documents Module and ‘ftwPortal Pro’ to post annual notices. To batch generate batch Annual Notices, select the Wolters Kluwer logo >Batches>DocPrint : In the DocPrint menu you will first need to creat...
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To access default language for a particular email, click on 'Edit' in the 'Select an Email to Edit' box for the message type you want to view. Note : You should select the appropriate tab for the software type you are working on (5500s, Complianc...
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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...