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Created On: 06/05/2025 in Portal User Guide
Form 720 (Rev. June 2025)

Created On: 06/02/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions Other Forms

Instructions for Form 720 Quarterly Federal Excise Tax Return (Rev. June 2025) View Official IRS Instructions | View IRS webpage "Application of the Patient Centered Outcomes Research Trust Fund Fee to Common Types of Health Coverage or A...
Other Forms

Created On: 06/02/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions
2025 1099 and 5498 Form Instructions

Created On: 05/15/2025 in 1099 User Guide Annual 1099 Module Form Instructions
1099 Batch E-filing and Fulfilment Services

Created On: 05/15/2025 in 1099 User Guide
1099 State Filing

Created On: 05/15/2025 in 1099 User Guide
945 Forms

Created On: 05/15/2025 in 1099 User Guide
Printing 1099 Data

Created On: 05/15/2025 in 1099 User Guide
1099 Corrections

Created On: 05/15/2025 in 1099 User Guide
Uploading Data to 8955 - SSA - Single Plan

Created On: 05/02/2025 in 5500 User Guide Completing Form 8955-SSA, Uploads, Batch Features

8955- SSA Page 1 Upload Top Do not click on "Add Form 8955 - SSA." First, within the "8955 - SSA" box, click on the "Upload" link. You will be directed to the "8955 - SSA Upload Menu" screen where you would click on "Page 1 CSV Upload (P...