Updated Articles

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

    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...
  2. 5500 Forms Settings, Batch Features

    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. ...
  3. E-filing Form 5558

    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...
  4. ftwLink/API

  5. Print Client Package Example

    Here is an example of the format needed to print the client package via ftwLink.   [Key ID]              1234       3456         Q         ClientPackage       2024-12-31       docx   ...
  6. Run All Tests Example

    Here is an example showing the format you will use to Run All Tests via ftwLink.   [Key ID]              1234       3456         Q       2024-12-31   ...
  7. What is ftwLink/API?

    ftwLink is a web service that accepts XML documents submitted by user systems via a standard HTTPS POST request. The ftwLink service processes the supplied XML document and returns an XML document to the user system with either the requested infor...
  8. General Training Videos

  9. Run All Tests

  10. Run All Tests

    Run All Tests SOLVING!  In addition to running through all tasks from Scrub/Eligibility down through the Top Heavy Test, pressing the Run All Tests link will also run up to 12 different testing scenarios if the initial settings fail the 410(b) C...