Updated Articles

  1. Print Client Package Example

    Here is an example of the format needed to print the client package via ftwLink.   [Key ID]              1234       3456         Q         ClientPackage       2024-12-31       docx   ...
  2. Run All Tests Example

    Here is an example showing the format you will use to Run All Tests via ftwLink.   [Key ID]              1234       3456         Q       2024-12-31   ...
  3. What is ftwLink/API?

    ftwLink is a web service that accepts XML documents submitted by user systems via a standard HTTPS POST request. The ftwLink service processes the supplied XML document and returns an XML document to the user system with either the requested infor...
  4. Payer Data Instructions

    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...
  5. 1099 Corrections

  6. Correction for Payer TIN

    Occasionally, information returns may be filed using an incorrect payer name or Taxpayer Identification Number (TIN). The IRS does not allow these types of errors to be corrected through a standard electronic correction filing. Instead, the payer mus...
  7. DB Ben Calc Instructions

    Step 1 - Check the Specifications  tab for warnings and update plan provisions as necessary. Step 2 - Add participant data using the Add/Update Data icons on the right-hand side of the page. Step 3 - Enter Proposed Distribution Date(s) in...
  8. Completing Form 5558, Uploads, Batch Features

  9. Creating and E-filing a 5558 Batch

    Batching Form 5558 enables efficient processing by grouping selected plans into a single batch. This approach streamlines submission and printing, saving time and ensuring consistency across multiple filings. The following walks through  the...
  10. Quick Start Guide

    This guide is intended to give a quick tour of how the ftwilliam.com DB Proposal Module works. If you have additional questions, please contact support by clicking the drop-down box in the upper right corner of the software that displays your user...