Updated Articles

  1. Completing Form 5558, Uploads, Batch Features

    Last Updated: 07/16/2025 in 5500 User Guide

  2. Creating and E-filing a 5558 Batch

    Last Updated: 07/16/2025 in 5500 User Guide Completing Form 5558, Uploads, Batch Features
    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...

  3. Work with Signers/Portal Users

    Last Updated: 07/10/2025 in 5500 User Guide Completing 5500 Forms and Schedules
    This function will set up who will be signing the Form 5500 and/or making changes to the Form 5500 filing via the portal (editing the form via the portal and/or uploading files via the portal). You will assign each user a username, password and ...

  4. Enter Information on a Form 5500 schedule

    Last Updated: 07/10/2025 in 5500 User Guide Completing 5500 Forms and Schedules
    To enter information in a schedule, click on the schedule under the "DRAFT - EDIT" heading in the "5500 - Year" box (or on the link under "Active Schedules" once you are already editing a form/schedule). The actual speed to open a form/schedule is...

  5. Batch 5558 Dashboard and Navigation

    Last Updated: 07/08/2025 in 5500 User Guide Completing Form 5558, Uploads, Batch Features
    The main Batch 5558 screen provides a quick view of batch statuses. From the Select a Batch screen, the following features are available: Batch Name-  All existing batches will populate with a hyperlink to select and view individual batch...

  6. Accessing Batch 5558

    Last Updated: 07/08/2025 in 5500 User Guide Completing Form 5558, Uploads, Batch Features
    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. Accessing the 5558 Batch Feature: Th...

  7. How to Upload a Batch Annual Questionnaire to the Portal (Compliance User)

    Last Updated: 07/07/2025 in Portal User Guide Compliance Portal Files
    Note: You do have to subscribe to the Compliance Software, ‘ ftw Portal Pro’, and have ‘Specify a Server’ set up to post annual questionnaire batches. Please also know this is an Annual Questionnaire that is uploaded from your files to the sof...

  8. 5500 Forms Settings, Batch Features

    Last Updated: 07/07/2025 in 5500 User Guide
    The forms settings and batch features (Work With Signers/Portal Users, Batch/WorkFlow, Portal Settings and Portal Link) are available via links near the center of the "Form 5500 - Year" screen, just below the Acceptance Status line of the filing. ...

  9. E-filing Form 5558

    Last Updated: 07/02/2025 in 5500 User Guide Completing Form 5558, Uploads, Batch Features
    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 2023 Forms.  Please Note: The filing of form 5558 is a separate filing feature inc...

  10. ftwLink/API

    Last Updated: 06/26/2025 in DC Compliance Help Center
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