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To upload one or multiple Form 5330s, select the Upload link within the 5330 Box in the 5500 Module. In the Form 5330 Upload/Download window, users can:
Download a sample template and schema CSV files.
Download existing Form 5330s for on...
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Last Updated: 02/19/2026
in 5330 User Guide
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The Workflow Grid is located in the Compliance Menu, under “Tools/Settings”, by clicking “Workflow”. This is a global grid, listing each plan under a customer’s account to which a year end has been added in the Compliance software and showing ...
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Last Updated: 02/16/2026
in Portal User Guide
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When you are setting up email setting for the various modules, you will be able to set up confirmation emails. 5500 Module*: Confirmation Emails: If you would like to receive confirmation emails when the Form 5500/SF has been submitted, you ...
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Last Updated: 02/12/2026
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...
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View General Instructions | View Official 1096 IRS Instructions
Help for item a. Top
Enter "Yes"; if final return for Payer. This response is used to indicate a final return on Form 945.
945 Payer Instruction...
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Last Updated: 02/09/2026
in 5500 User Guide