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- How to Manually Enter Payer Data
- How to Batch Import Payer Taxpayer Identification Numbers (TINs)
- How to manually enter payee/participant data
- How to batch import payee/participant data
- Edit Checking
- Form 945
- Preparing a 945 batch - ftwPro 945Wiz
- Accessing and Preparing 1099 Module Forms for Printing
- Printing Form 1096
- Printing Copies of Form 1099
- ftwilliam.com's fulfillment service
- ftwilliam.com's state fulfillment service
- 1099 State Help: SmartCharts and technical documents
- Checking on your fulfillment - Completion Dates
- Preparing a .txt file for the FIRE website
- Corrections for batch submitted forms
- Correction for Payer TIN
- Copying Data From a Prior Year
- Rolling over data from a prior year
- A list of Foreign County Codes
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- Add Forms and Schedules
- Adding Summary Annual Report or Annual Funding Notice
- Enter Information on a Form 5500 schedule
- Saving Changes
- Consulting Official DOL Instructions
- Edit Checks
- Print All FINAL Schedules (Print Options)
- Upload and Download Center
- Deleting a Form 5500 Schedule
- Deleting an Attachment
- Inviting Portal Users to the Portal to Edit, Review and/or Upload Attachments
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- Global Email Settings
- Email/Server Settings
- Portal Email Default Templates
- Portal Branding
- Portal Correspondence
- Go to 5500 Forms.
- Work with Signers/Portal Users
- 5500 > [Year] Screen
- Batch/Workflow
- Bring forward (prior year) data to (current year) for all plans
- Bring forward (prior year) signers to (current year) for all plans
- 5500 Workflow Grid; Batch Invite 5500/SF; Admin Summary Status
- Batch SAR and Batch Annual Funding Notice
- How To Complete Batch Local Sign
- Batch 5558
- Batch Lock 5500
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- Completing an 8955-SSA
- How to Create and Submit an 8955-SSA Batch
- Uploading Data to 8955-SSA - Batch (for multiple plans)
- 8955-SSA Batch Features
- How to Set Up and Allow for E-Filing of Form 8955-SSA by a Portal User
- How to Amend the Form 8955-SSA
- Printing
- Fulfillment
- Portal E-File
- Download FIRE Files
- How to Set Up the Client Letter for Form 8955-SSA
- How to Use the Most Current Form 8955-SSA for Prior Years
- How to Mask SSNs on the Form 8955-SSA and Participant Statements
- Participant Statements
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- FTW Step 2: Establish the Conversion Year & Date
- FTW Step 3: Populate Plan Specifications in the Conversion Year
- FTW Step 4: Verify the Primary Grid in the Conversion Year
- FTW Step 5: Conversion Data for the Conversion Year
- FTW Step 6: Additional Conversion Data & Compensation History
- FTW Step 7: Run Scrub for Conversion Year
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- 10.1. Use of the system for the first testing year
- 10.2. Use of ftwilliam.com Compliance system after the first year the plan is on the system
- 10.3. Eligibility History
- 10.4. Recalculate Initial Eligibility
- 10.5. Plan Aggregation
- 10.6. Aggregation of non-ftw plan with ftw plans
- 10.7. Disaggregation
- 10.8. HCE Determinations
- 10.9. Top Heavy
- 10.10. Compensation - Including Calculations for Self Employed Individuals
- 10.11. Overrides
- 10.12. Excluding a Class of Employees
- 10.13. Vesting
- 10.14. Age Weighted Allocations
- 10.15. JH Rate of Return
- 10.16. Davis Bacon
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- Setting up Global Email Settings
- Setting Up Global Email Settings for Divisions
- How to Test the Global Email Settings for 'Specify a Server'
- How to Test the Global Email Settings for 'Preparer's Email Program'
- What SMTP Server Error Messages Mean
- How to Edit or Clone Default Email Templates and Reminders
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- How to Send Documents to the Portal That Were Prepared in ftwilliam.com
- How to Publish a Document to the Portal for E-Signature That Does Not Originate in the FTW Software
- Description of the Client's E-signing Experience
- Sending and Receiving Direct Messages
- Saving Copies of Sent or Received Messages and Communications
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- How Do I Access the Portal?
- How Do I Log into the Portal?
- How Do I Reset My Password?
- How Do I Change My Password?
- How Do I Change My Challenge Questions?
- How Do I Change My Name, Email or Demographics?
- How Do I Find Help on the Portal?
- How Do I View the 5500 / SAR / AFN for My Plan?
- How Do I Sign the 5500?
- How Do I Sign the 5500 Using a Prior Year User ID and PIN?
- How Do I Check the Status of the 5500?
- How Do I Complete the 5500?
- How Do I Add Attachments to the 5500?
- How Do I View a Message I Received?
- How Do I Send a Message?
- How Do I View a Document?
- How Do I Sign a Document?
- How Do I See Who Signed a Document?
- How Do I Download the Annual Questionnaire?
- How Do I Upload the Annual Questionnaire?
- How Do I Download the Census Worksheet?
- How Do I Upload the Census Worksheet?
- How Do I Complete the Online Annual Questionnaire?
- How Do I Download the Online Annual Questionnaire?
- How Do I Mark a Task as Complete?
Updated Articles
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Q2e: How does a user select State E-File for an existing batch?
To select States for an existing batch that was already completed for E-File and Fulfillment, the user would navigate into a batch to click on "Select States for E-File" in the Batch Options box. Once the user clicks on "Select States for E-Fil... -
Q2d: How does a user select the options for Federal E-File after Fulfillment has already been selected?
If the user submitted the batch first for Fulfillment, then the user does have the option to click on the check box within the batch to submit for Federal E-File if no changes are necessary to the 1094, then "Next to continue through the process. ... -
Q2c: How does a user select the options for Federal E-File and/or Fulfillment?
See Q2 on how to create a batch first. Once the batch has been created, the next step is for the user to run edit checks. The batch must pass edit checks, green checkmark, in order to proceed. Once the edit checks have passed, the user should c... -
Q2b: How does a user print the forms for just a few of their Employers/Employees within the batch?
If the user only wants to select a few of the Employers/Employees for printing, then they should select those Employers > Do with selected > Print. The user will need to select the print option of Single File (one .pdf containing all 1094/1095s); ... -
Q2a: How does the user print the forms for all of their Employers/Employees within the batch?
Once the Employers (Companies) have been added to the batch, the user is able to print in bulk by checking the box for "Print" at the top of the screen, which selects all Employers within the batch. The user will need to select the print option of S... -
Q2: How would a user create a batch?
The user would navigate from the Home screen > Batches/Workflow > ACA > Select form type > click OK. Note: The main ACA Batch screen will display the Form Type and Year within the breadcrumb, as well as at the top of the screen. The user sho... -
Q1b: What is the cost to use ftwilliam.com's services?
Last Updated: 12/03/2024 in ACA Batch FAQs Q1: What does ftwilliam.com's fulfillment service include for ACA?Click here to view the pricing guide. -
Q1a: What States will ftwilliam.com offer for E-File?
Last Updated: 12/03/2024 in ACA Batch FAQs Q1: What does ftwilliam.com's fulfillment service include for ACA?For the 2021 ACA Forms, ftwilliam.com will State E-File for: California, due date of 04/01/2024; District of Columbia, due date of 04/30/2024; New Jersey, due date of 04/01/2024; and Rhode Island, due date of 04/01/2024. ... -
Other Forms/Documents
A variety of links are provided in the 'Other IRS Forms'box. All forms must be modified and saved to your computer: Miscellaneous Plan Forms - includes W-4P Withholding Certificate for Pension or Annuity Payments, 5329 Additional Taxes on Qualified ... -
Help
There are two methods of consulting the official form instructions. 1. On the main IRS/PBGC page, you may click on the next to the appropriate form. This will display a page with the full text of the instructions for the applicable form. 2. When...
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