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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...
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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. ...
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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...
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Last Updated: 06/26/2025
in DC Compliance Help Center
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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 ...
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Here is an example showing the format you will use to Run All Tests via ftwLink. [Key ID] 1234 3456 Q 2024-12-31 ...
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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...
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Last Updated: 06/26/2025
in DC Compliance Help Center
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Last Updated: 06/26/2025
in DC Compliance Help Center
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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...