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Last Updated: 06/24/2025
in 5330 User Guide
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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...
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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...
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Last Updated: 06/12/2025
in 1099 User Guide
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Last Updated: 06/10/2025
in Portal User Guide
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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
...
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Last Updated: 06/10/2025
in Portal User Guide
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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...
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Last Updated: 06/09/2025
in 5500 User Guide Form 5558
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...
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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...