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Last Updated: 11/12/2025
in 1099 User Guide
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Last Updated: 11/12/2025
in 1099 User Guide 945 Forms
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...
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Last Updated: 11/12/2025
in 1099 User Guide 945 Forms
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. ...
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Last Updated: 11/12/2025
in 1099 User Guide
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Last Updated: 11/12/2025
in 1099 User Guide
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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...
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Several fulfillment options are available through the ftwilliam 1099 batching system. Each option determines which parties receive the forms and how the filing is handled.
Note: There is a fee to use this service, please see the 1099 Fulfill...
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Depending upon the state entered in the applicable payee fields on the draft 1099, additional information may be required for fulfillment and/or fulfillment may not be an option. Click on "State Returns" within a batch to edit the state data requi...
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Last Updated: 11/12/2025
in Documents User Guide
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Prior to printing your Annual Notices and supporting documents/forms, it is recommended to first run the edit checks before printing. To run the edit checks for all plans in your batch, go to the top of the batch screen and click on the symbol n...