Updated Articles

  1. Portal Document and DocPrint Batch Options

    Last Updated: 02/26/2025 in Portal User Guide

  2. Sending Documents Through the Portal

    Last Updated: 02/26/2025 in Portal User Guide

  3. Confirmation, Notification, and Reminder Emails

    Last Updated: 02/26/2025 in Portal User Guide

  4. Permissions, Contact Types, and Document Classifications

    Last Updated: 02/26/2025 in Portal User Guide

  5. Form 8453-TE

    Last Updated: 02/26/2025 in 5330 User Guide Completing Form 5330 and Schedules
    The Form 8453-TE, found in the Final column of each Form 5330 filing, serves as a declaration of authorization for electronic filing with required signatures and details.  This non-editable form auto-populates using information from the Form 53...

  6. Adding Multiple 5330 Forms

    Last Updated: 02/26/2025 in 5330 User Guide Completing Form 5330 and Schedules
    To add Form 5330, begin by navigating to the 5500 Module for the specific plan year being filed. The 5330 option is located on the right side of the screen, under the 8955-SSA section. Select the +Add 5330 link in the Draft-Edit column.   A...

  7. How to Batch Import Payer Taxpayer Identification Numbers (TINs)

    Last Updated: 02/19/2025 in 1099 User Guide Working with 1099 Form
    For a large number of Payers, Payer TINs and related data can be uploaded in batch mode. Companies and plans must already be set up in the system before proceeding. NOTE: New users without plans set up can send a list of client EINs to suppo...

  8. Adding Additional Schedule C P4/5

    Last Updated: 02/17/2025 in 5330 User Guide Completing Form 5330 and Schedules
    Additional  pages 4 and 5 have been added to accommodate any Schedule C transactions that exceed the available space on Form 5330. Previously, these transactions were included as attachments, but they must now be entered directly on the form, as...

  9. Amending a Form 5330 Filing

    Last Updated: 02/16/2025 in 5330 User Guide Preparing for E-file
    To amend a filing that was originally e-filed via ftwilliam.com, navigate to the E-File Status page of the 5330 section.   Once on the E-file Status page, scroll to the far right of the grid and sel...

  10. Preparing for E-file

    Last Updated: 02/16/2025 in 5330 User Guide
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