Updated Articles

  1. Preparing a batch - ftwPro 1099Wiz

    Follow the steps below to create a 1099 or 5498 batch, run necessary checks, and select the appropriate fulfillment options. Step 1: Create a New Batch Click + Create New Batch in the upper-left corner of the Batch screen. E...
  2. How to Batch Import Payer Taxpayer Identification Numbers (TINs)

    For organizations managing a large number of payers, Payer TINs and related data can be uploaded in batch mode . Companies and plans must already be set up in the system before proceeding. Note: New users without plans set u...
  3. FTW Password Reset 2FA Troubleshooting Guide

    If you are having trouble receiving your password reset code or email, please follow the steps below based on the method you are using.   Text Message Troubleshooting SMS Compatible Device:  Ensure your device can receive SMS messages and i...
  4. 945 Forms

  5. Preparing a 945 batch - ftwPro 945Wiz

    To prepare Form 945, click on the "Edit 945" link on the left of the screen; this will open the form to allow you to make any required adjustments. You can also add a Paid Preparer, if applicable, by selecting the preparer from the "Add Paid Prepa...
  6. Confirmation, Notification, and Reminder Emails

  7. Confirmation E-mail Assistant

    Confirmation E-mail Assistant Simulator This tool will help identify where confirmation e-mails will be sent based on the module selections entered into the Global E-mail Settings and other locations specific to the module. To use: ...
  8. Form 945

    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...
  9. Printing 1099 Data

  10. Forms/Paper for printing

    If users are printing and mailing the forms, then users should do this from the "Print Menu" on the main "1099-X - Year" screen of the website. See below for information on the ftwilliam.com Fulfillment Service . ftwilliam.com can do the printing...