Updated Articles

  1. Plan Menu

    Last Updated: 10/31/2025 in Documents User Guide

  2. Confirmation, Notification, and Reminder Emails

    Last Updated: 10/30/2025 in Portal User Guide

  3. Steps for Transfering Data from One Company Code to Another

    Last Updated: 10/30/2025 in User Interface and Navigation Instructions for Data Transfer by Module

  4. How to Amend the Form 8955-SSA

    Last Updated: 10/30/2025 in 5500 User Guide

  5. Correcting an Error After Downloading a ZIP File

    Last Updated: 10/30/2025 in 5500 User Guide How to Amend the Form 8955-SSA
    If you’ve already downloaded a ZIP file and later discover an error in one of the plans, follow these steps to make corrections and generate an amended batch: Step 1: Unlock the Batch Go to the Batches/Fulfillment screen. Locate the batch ...

  6. Amending a Plan After E-Filing via the Portal

    Last Updated: 10/30/2025 in 5500 User Guide How to Amend the Form 8955-SSA
    If a portal user has already E-Filed a plan and later identifies an error, follow the steps below to amend and refile the Form 8955-SSA. Step 1: Access the Plan Navigate to the plan that was previously E-Filed. Locate and open the draft For...

  7. Amending a Plan After Using the Fulfillment Service

    Last Updated: 10/30/2025 in 5500 User Guide How to Amend the Form 8955-SSA
    If you’ve used the fulfillment service and later discover an error in a submitted plan, follow the steps below to create an amended batch and make corrections. Step 1: Create a New Batch Navigate to the  Batches/Fulfillment  screen. Select  ...

  8. Amending a Plan After Printing and Mailing Form 8955-SSA

    Last Updated: 10/30/2025 in 5500 User Guide How to Amend the Form 8955-SSA
    If you printed and mailed Form 8955-SSA plan-by-plan and later discover an error, follow the steps below to correct and refile the plan. Option 1: If Printing and Mailing your form Step 1: Access the Draft Form Navigate to the affected pla...

  9. 2025 1099 and 5498 Form Instructions

    Last Updated: 10/30/2025 in 1099 User Guide Annual 1099 Module Form Instructions

  10. Completing Form 8955-SSA, Uploads, Batch Features

    Last Updated: 10/30/2025 in 5500 User Guide
© 2007-2025 CCH INCORPORATED. ALL RIGHTS RESERVED.