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Two Factor Authentication (2FA) FAQs
Q1: Is the 2FA a requirement?
Q2: I do not see Account Profile under my login when I click on the Wolters Kluwer Logo > Administrative Tasks.
Q3: Can we only add this for only our firm's us...
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Last Updated: 11/17/2025
in 5500 User Guide
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E-Filing Form 8955-SSA Key Differences from Form 5500 The 8955-SSA does not require the 5500 to be locked or ready to file. Unlike the 5500, you do not need to lock the filing for the user to sign. DOL credentials are not required...
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Last Updated: 11/14/2025
in Documents User Guide
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ACA Batch Frequently Asked Questions (FAQs)
Q1: What does ftwilliam.com's fulfillment service include for ACA?
Q1a: What States will ftwilliam.com offer for E-File?
Q1b: What is the cost to use ftwilliam.com's services?...
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Here are some links to helpful documentation: State Reconciliation Form Chart - View a 1099 State Reconciliation Form Chart that shows which 1099 forms need to be processed for which state. (States that do not require fulfillment will not appe...
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Last Updated: 11/12/2025
in 1099 User Guide
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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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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...