Updated Articles

  1. 2024 Instructions for Forms 1094-C and 1095-C

    2024 Instructions for Forms 1094-C and 1095-C View Official IRS Instructions Table of Contents Future Developments What's New Additional Information General Instructions for Forms 1094-C and 1095-C ...
  2. DocPrint

  3. Publishing Documents to the Portal

    Customers that also subscribe to ftwPortal Pro can choose to deliver documents/forms using the "Publish" option at the top of the Batch Menu.  You can also select plans from your list to that you want to publish. Select your plans, then click ...
  4. Printing Documents

    Before printing your desired documents, you have the option to customize the file names via the Edit Filenames under the "Batch Options" menu.  Level 1 applies to the folder that is downloaded from DocPrint. This will contain plan folders and fi...
  5. 403(b) Batch Restatement

    To restate your PPA 403(b) Plans to Cycle 2 using the DocPrint feature, first create a batch selecting one of the 403(b) PPA plan types from the drop-down menu.  For example, to restate your PPA 403(b) ERISA documents, you would choose the Volume ...
  6. Update Plan Parameters for Multiple Plans

    With the "Batch Edit Grid" link you can update plan parameters for multiple plans on the same on the checklist.  To edit plan parameters - click on the "Batch Edit Plan Grid" link located under the "Batch Options" menu.  From the "Grid View" ...
  7. Working Within Your Batch

    Once you have added plans to your batch, there are several functions available to you.  Delete a plan from the list - if you have added a plan by mistake, you can remove the plan from your batch.  First, select the plan and then click on the "Do ...
  8. Adding Plans to a Batch

    To add plans to your batch, click on the "Add Plans' button near the top of the menu. The software will open a window displaying a list of all plans on your account that are on the checklist type you chose.  Filters at the top of the window ma...
  9. Creating a Batch

    1. To create a batch, click on the "Create New Batch" button.  2. Type in a name for the batch, select the checklist from the drop down menu of your desired plan type and click on "Ok".  You will be directed to the batch menu where you can add...
  10. Accessing DocPrint

    The DocPrint feature can be accessed via the Wolters Kluwer menu as shown below. ...