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This video covers uploading vendor files, general navigation of the transactions screen, top heavy testing, print settings, client package and miscellaneous features. ...
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Here is an example of the format needed to print the client package via ftwLink. [Key ID] 1234 3456 Q ClientPackage 2024-12-31 docx ...
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Here is an example showing the format you will use to Run All Tests via ftwLink. [Key ID] 1234 3456 Q 2024-12-31 ...
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ftwLink is a web service that accepts XML documents submitted by user systems via a standard HTTPS POST request. The ftwLink service processes the supplied XML document and returns an XML document to the user system with either the requested infor...
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This video covers the tasks within the compliance module including scrub/eligibility, calculating employer contributions and testing. ...
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View General Instructions | View Official 1096 IRS Instructions
Help for item a. Top
Enter "Yes"; if final return for Payer. This response is used to indicate a final return on Form 945.
945 Payer Instruction...
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Last Updated: 10/22/2026
in 1099 User Guide
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Occasionally, information returns may be filed using an incorrect payer name or Taxpayer Identification Number (TIN). The IRS does not allow these types of errors to be corrected through a standard electronic correction filing. Instead, the payer mus...
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Step 1 - Check the Specifications tab for warnings and update plan provisions as necessary. Step 2 - Add participant data using the Add/Update Data icons on the right-hand side of the page. Step 3 - Enter Proposed Distribution Date(s) in...