Updated Articles

  1. Form 720 (Rev. June 2026)

    Instructions for Form 720 Quarterly Federal Excise Tax Return (Rev. June 2026) View Official IRS Instructions |  View IRS webpage "Application of the Patient Centered Outcomes Research Trust Fund Fee to Common Types of Health Coverage or Ar...
  2. Form 56 (Rev. June 2026)

    Instructions for Form 56 Notice Concerning Fiduciary Relationship (Rev. June 2026) View Official IRS Instructions Table of Contents General Instructions Future Developments Whats New Photogr...
  3. 2025 Instructions for Form 8955-SSA Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits

    2025 Instructions for Form 8955-SSA Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits View Official Instructions | View IRS FAQs Regarding Form 8955-SSA Table of Contents ...
  4. 2026 Premium Payment Instructions

    2026 Premium Payment Instructions View Official PBGC Instructions Table of Contents Introduction and What's New Introduction What's New Who Must File All Covered Pla...
  5. 5500 Forms Settings, Batch Features

    The forms settings and batch features (Work With Signers/Portal Users, Batch/WorkFlow, Portal Settings and Portal Link) are available via links near the center of the "Form 5500 - Year" screen, just below the Acceptance Status line of the filing. ...
  6. How To Complete Batch Local Sign

    Once taken to the "Local Sign Batches - 20XX" screen. Click on "Create New Batch" in order to set up a batch. Option Two On the ftwilliam.com "Home" screen click on the Wolters Kluwer logo. In the drop-down box, click on "Batches" and then cl...
  7. General Navigation and Company / Plan Creation

  8. FTW Password Reset MFA 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 is ...
  9. 5330 Module FAQ and Supplementals

  10. 5330 FAQs

    Table of Contents Q1: What are the differences between subscription access? (5500 only vs 5330 add on) Q2: Do I need the 5500 module to access 5330 e-filing?  Q3: What is the purpose of the additional pages for the Schedule C ...