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. Edit Plan

    Once users have completed any necessary updates to the "Edit Company" screen, an existing plan may be selected from the dropdown menu below the company name or a new plan may either be added via the "Add Plan" link from within the "Company Menu" b...
  3. 1099 State Help: SmartCharts and technical documents

    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 ...
  4. ACA Batch Frequently Asked Questions (FAQs)

    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?...
  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. 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 ...
  7. Printing 1099 Data

  8. 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 ...
  9. 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 ...
  10. General Navigation and Company / Plan Creation