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Last Updated: 12/09/2025
in 1099 User Guide
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At the top-left of the 1099-X Plan Year screen, you'll find the Edit Payer Data box. Clicking Edit Payer opens the Payer Data screen, where you can edit or update payer information.
Most fields will be pre-populated from the Ed...
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Form
What To Report
Amounts To Report
To IRS
To Recipient
1099-DIV
Dividends (including capital gain and exempt-interest dividends) and other stock distributions, including liquidations.
$10 or more; $600 or mo...
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Other Import/Export/Reports can be accessed from the Compliance Menu by hovering over Census and selecting Other Import/Export/Reports or from within the Census screen, by clicking the Other Import/Export/Report link. Most plans will need other ...
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If you have a foreign address, the following are acceptable country codes: CODE COUNTRY AF Afghanistan AX Aland Islands AL Albania DZ Algeria AS American Samoa AD Andorra AO Angola AI Anguilla AQ Antarc...
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Having selected the format for uploading/viewing your participant census data, you are ready to load your data. Edit Census Data can be edited directly within the census grid. To update a field, simply double-click on it and enter the new informat...
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Last Updated: 12/05/2025
in Documents User Guide
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The Document History page enables users to review modifications made to the document checklist. To access the Document History page, click on the "Document History" link located under the "Plan Menu" on the Edit Plan page. This page will show ...
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The Show History page enables users to review modifications made to plans across all modules that you subscribe to. Users with with Designated Administrative permissions can revert changes made to the document checklist from this page. In addition...
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Deleting a plan will permanently remove the plan from the system, as well as all completed forms and filings. If you might need access to the plan again in the future, we recommend you mark the plan as not responsible for. You can mark a plan as ...