Yearli Guide
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W-2 Form Filing
- Adding State Information to W-2 Forms
- How to Use the Amount Types Window
- Configuring Automatic Social Security and Medicare Withheld Calculations
- How to File W-2 Forms
- Buttons on the Recipient Form Data Entry Screen, and What They Do
- How to Create Form W-2G
1099 Form Filing
1095 (ACA) Form Filing
- How to File a 1095 B/C
- How to Create and File a Corrected 1095 Form
- Creating Corrected 1094-C Forms
- Create and Complete the 1094-C
- TIN Validation Failed Error for 1095 Forms when Other Forms Were Accepted
- IRS Status of Correction Needed Due to TIN Validation Failed
General Form Filing
- Creating State Forms
- Verifying Forms Were Submitted to Government Agencies
- Add or Edit Recipient Forms (W-2, 1099, 1095)
- When a Form Is Considered a Correction
- How to File for a Deadline Extension
- How to Create Form 5498/5498-SA/5498-ESA
Import Data
- Requirements for Importing from the Desktop Version of QuickBooks
- Importing Corrected 1095-B or 1095-C Forms
- Available Data Validations, and How to Use Them
- Import Form Data via Excel
- How to Import W-2 Transactions
- Quickbooks Importing and Troubleshooting
Printing
Quarterly Form Filing
- State Form Not Updating After Changing Recipient Transaction Data
- Creating Substitute State Forms
- Employee Information Is Not Flowing to the 941
- 941/Quarterly Return Is Not Available in the Payer List
- What Is the Name Control and How Is it Obtained?
- Preparing a NYS-45
Yearli Desktop E-File Center
- Entering Shipping Information for PDF Archive or Bulk Order Delivery
- Selecting Employment Type
- Are W-3/W-3C/1096/1094 Included With Forms when Electronically Filing?
- Shipping Method and Cost for Bulk Shipping
- Select Payer - State Quarterly and 94X Filing
- Completing State Reconciliation Forms when E-Filing
Installation and Updates
- How to Update the Database - "Database Version Needs Update" or "Updates Could Not Be Applied"
- InstallAware Vulnerability in Yearli Desktop
- How to Change the Computer Yearli Workstations are Contacting
- System Requirements and Compatible Network Environments
- Entering Authorization Code
- Update the Yearli Program (2018 - Current)
General How To's
- How to Add or Edit Payer State Information
- Entering Foreign Addresses
- How to Add or Edit a Payer Group
- Add or Manage Recipients
- How to Add or Manage a Payer
- Keyboard Shortcuts in the Program
Data Management
- How to Transfer Yearli Data from One Computer to Another (2018 and Newer)
- How to Transfer Yearli Data from One Computer to Another (2017 and Older)
- How to Set Up the Yearli Program to Automatically Backup the Microsoft SQL Server Database
- How to Make a Manual Backup of Yearli Database (2018 and Newer)
- How to Make a Manual Backup of the Yearli Database (2017 and Older)
- How to Backup or Restore Yearli Data
Security
Errors
- Yearli Import Wizard Does Not Have Permissions to Access Personal Data from QuickBooks
- Unable to Add Transactions to a W-2 or 1099 Form
- Error Storing Updates
- Error Occurred While Determining Available Updates
- Could Not Communicate With the Upgrade Server
- A Patch Component Could Not be Found