How to enter payers and recipients before entering forms in Premier

Payer and recipient data can be entered into Yearli Premier before forms are entered or import for the tax year.  One of the benefits of this option is to complete TIN Matching for 1099 recipients prior to completing the forms.

To manually enter the payer information into Yearli Premier:

  1. Log in to Yearli Premier.
  2. Select My Account in the left navigation pane.
  3. Choose the option for Payers & Recipients.
  4. Select the button to Add Payer.
  5. Enter the payer's information in the fields.
  6. Select Save.
  7. Choose the Add Another button to enter another payer.
  8. Repeat steps 5-7 for all remaining payers.
  9. Select the Back button when done entering payers to return to the main payer listing.

To manually enter the recipient information into Yearli Premier:

  1. Log in to Yearli Premier.
  2. Select My Account in the left navigation pane.
  3. Choose the option for Payers & Recipients.
  4. Find the payer in the list.  Select the Manage link to the right.
  5. Click the Add Recipient button.
  6. Enter the recipient's information in the fields.
  7. Select Save.
  8. Choose the Add Another button to enter another recipient.
  9. Repeat steps 6-8 for all remaining recipients for this payer.
  10. Select the Back button when done entering recipients to return to the main recipient listing for that payer.
  11. Select the Back button again to return to the main listing of all payers.
Was this article helpful?
0 out of 0 found this helpful