QS Part 3: Compliance Menu - Census

From the Compliance Menu at the top right of your screen, hover over “Census” and select “Edit” or use the side tab. This screen shows the primary census grid so you can see any census data already uploaded. Also, above the grid, is the name of the ...

If you want to change the primary census grid for your plan, click the “Change” link to the right of the grid name,  select the grid you want from the first drop-down box, and click “Set Census Grid”. Q.S. Tip: The default grid for most custom...

Once you have selected the primary census grid, to load census data into the software, select Census=>Download=>Current.  Open the spreadsheet and save it on your hard drive as a .csv file, then either key data into the worksheet, or copy and past...

For the first year that the plan is using the ftwilliam.com Compliance Module, the system assumes that prior year data, such as ownership, family attribution, hours and compensation, were the same as the current year. You may need to add additional ...