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Customers that also subscribe to ftwPortal Pro can choose to deliver Annual Notices and supporting documents/forms using the "Publish" option at the top of the Batch Menu. Prior to publishing your Annual Notices and supporting documents/forms...
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Once you have added your plans to your batch, there are several functions available to you. Delete a plan from the list - if you have added a plan by mistake, you can remove the plan from your batch. First, select the plan and then click on the...
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There are two options for adding plans to a batch. You can click on the "Add Plans" button near the top of the menu. Or you can use the "Add Plans From File" option available under the "Batch Options" menu. To add plans via the "Add Plans" bu...
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To create a batch, first select the Month and year (PYE), then click on the "Select Date" button. For example, for notices effective January 1, 2026, select December for the "Month" and 2026 for the "Year End". 1. To create a batch, click th...
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The Batch Annual Notice feature can be accessed in two places: via the Wolters Kluwer menu and via the print Plan Documents page after plan selection. ...
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Last Updated: 09/25/2025
in Portal User Guide
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Note : You do have to subscribe to the Documents Module and ‘ftwPortal Pro’ to post annual notices. To batch generate batch Annual Notices, select the Wolters Kluwer logo >Batches>DocPrint : In the DocPrint menu you will first need to creat...
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Last Updated: 09/25/2025
in 1099 User Guide
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Correction for Payer TIN
Note that if users have reported information for an incorrect Payer TIN, that the Payer TIN should be corrected via a letter to the IRS; see the IRS instructions for details. New for 2014 and current, users will b...
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Last Updated: 09/19/2025
in DC Compliance User Guide