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ACA Batch Frequently Asked Questions (FAQs)
Q1: What does ftwilliam.com's fulfillment service include for ACA?
Q1a: What States will ftwilliam.com offer for E-File?
Q1b: What is the cost to use ftwilliam.com's services?...
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Accessing the Print Features: The Print Menu on the main "Form 1099 - Year" screen is where users select printing options and print forms. This menu is organized into three columns: IRS Copies , Other Copies , and Reports . Selecting Pay...
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Set Allocation Parameters Clicking on the Allocation row will expand the Allocation Parameters. Here you can enter details about how allocations should be handled in the plan and the necessary allocation formula(s). The options you see will be ...
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Portal Users may be added or updated in bulk through the 'Upload Portal Users' interface.
The Upload Portal User interface is accessible from the Global or Plan level Dashboards through the tricolon menu option on the Portal Users Tab.
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Last Updated: 11/24/2025
in 1099 User Guide 945 Forms
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...
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2024 Instructions for Form 5500-EZ
Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan
View Official IRS Instructions | Business Codes | Characteristics Codes |
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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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Last Updated: 12/09/2025
in DC Compliance User Guide
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You will need your username and password to log in. This must be provided to you by your plan administrator. The password will contain at least 8 character consisting of numbers, letters, and special characters. If you check Save Password, your ...
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Last Updated: 01/10/2025
in 5500 User Guide