Updated Articles

  1. FAQ and Supplementals

  2. How to Provide Portal Users Access to Complete the Census within the Portal

    Portal User permissions for the Compliance module may be accessed from within the Compliance module as shown below or from the Edit Portal User screen under the Compliance tab within the Portal Module.  From within the Compliance Module under the...
  3. Preparing a .txt file for the FIRE website

    Users can download files from ftwilliam.com for upload into the  FIRE system . Note that for 8955-SSA forms each filing is uploaded separately - that is not the case for 1099s as user can upload the .txt files in a batch. Before users are able to...
  4. 1099 Batch E-filing and Fulfilment Services

  5. Add, Edit, or Remove Portal Users

  6. Assigning Portal Users to a Plan

    Users can be assigned to a plan in three ways: From the Global Dashboard From the Plan-Level Dashboard During the Portal User Upload Process   Global Dashboard Wolters Kluwer Logo > ftwPortalPro > Global Dashboard ...
  7. Global Email Settings

  8. Setting up Global Email Settings

    Global Email Settings can be accessed by selecting the  Wolters Kluwer logo , then navigating to  Administrative Tasks > Portal/Workflow > Global Email Settings . Only users with the role of  Master Admin User  or  Designated Admin  have permiss...
  9. Form 5558 Edit Status and Filing Status

    As of the 2024 filing year, Form 5558 can be e-filed through the EFAST2 system. This feature is not available for prior years or off-calendar plans using the 2023 Forms.  Please Note: The filing of form 5558 is a separate filing feat...
  10. How Do I Access the Portal?

    There are three ways to access the portal. You receive an invitation via email with a link to the portal website, which may contain your Username and password. You gain access to the portal via a preparer's website, or Go to  https://www.ftwil...