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Contact Types are used to define permission groupings for portal users. Each Contact Type contains a set of module‑specific permissions that determine what users can view, access, and complete within the portal. Assigning users to a Contac...
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The 5500 Workflow Grid (sample screenshot shown below) replaces all the functionality of the prior "Review/Assign Detail Status/Extensions" grid, but has a number of new features. You may access the 5500 Workflow Grid by clicking on the "Batch/W...
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Last Updated: 01/19/2026
in 5500 User Guide
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. ...
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By going to the "WK Logo" drop-down menu at the top of most screens, Administrative Tasks > Portal/Workflow > Global Email Settings, users will have the option to work with Email Settings and Email Templates. Along the left-hand side of the screen...
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To access default language for a particular email, click on 'Edit' in the 'Select an Email to Edit' box for the message type you want to view. Note : You should select the appropriate tab for the software type you are working on (5500s, Complianc...
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Last Updated: 01/15/2026
in Managed Services
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Last Updated: 01/15/2026
in 5500 User Guide
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2025 Instructions for Form 5500-EZ
Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan
View Official IRS Instructions | Business Codes | Characteristics Codes
Table...