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When you are setting up email setting for the various modules, you will be able to set up confirmation emails. 5500 Module*: Confirmation Emails: If you would like to receive confirmation emails when the Form 5500/SF has been submitted, you ...
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Last Updated: 02/12/2026
in 1099 User Guide
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Correction for Payer TIN
Note that if users have reported information for an incorrect Payer TIN, that the Payer TIN should be corrected via a letter to the IRS; see the IRS instructions for details. New for 2014 and current, users will...
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View General Instructions | View Official 1096 IRS Instructions
Help for item a. Top
Enter "Yes"; if final return for Payer. This response is used to indicate a final return on Form 945.
945 Payer Instruction...
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Last Updated: 02/09/2026
in 5500 User Guide
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What is 55Autofill*?
55Autofill* allows you to download all of the prior year's Form 5500 data from the DOL database into the current year's 5500 forms by entering the plan sponsor's EIN number.
Where does the information come from t...
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E-Filing Form 8955-SSA
Key Differences from Form 5500
The 8955-SSA does not require the 5500 to be locked or ready to file.
Unlike the 5500, you do not need to lock the filing for the user to sign.
DOL credential...
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Note: A subscription to both the Compliance Software and Portal is needed to use the batch features. Specify a Server will need to be set up within the Compliance tab of the global email settings to send a communication to portal users.
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Table of Contents
Who is considered a deferred vested participant?
When is the Form 8955-SSA due?
On the Form 8955-SSA, for what purpose can I check the "Special extension" box?
Must I file a Form 8955-SSA for a year ...