Add or Edit 1095 Information After Importing

If you need to import new or additional 1095 forms that have not been imported previously, this can be done by following the regular import process. Create a new Excel or CSV import file that contains only the new recipients or forms that need to be imported. Then, import the new file as usual.

In order to import new or additional data for existing payers, recipients, and/or 1095 forms, the original data should first be deleted from the program, to avoid errors. Then a new, complete, Excel or CSV file can be imported. If the existing form data is not deleted, the import process will ask if you would like to replace the existing form or add a new form. Please be careful with this process, as it can create new payers/recipients if the information does not match exactly.

Manually Enter Data

It is recommended to manually enter the missing or additional data for the payer, recipient, or form directly in the Yearli Desktop software.

To do this:

1. Click on the Payer List button.
2. Choose the desired payer.
3. Update the necessary data and click the Save button.
4. Double click the payer name to go to the Recipient List.
5. Choose the recipient from the list.
6. Update the necessary data and choose the Save button.
7. Highlight the recipient name of the 1095 form that needs to be updated.
8. Double click the 1095 form in the Form List to open it.
9. Add or edit any data and select the Save button.

Delete and/or Re-Import Data

If you would prefer to re-import a new or complete Excel or CSV file, please follow the steps below. If you choose not to delete the existing data, and import over the top of it, please check the information carefully, as it can create new payers/recipients if the information does not match exactly.

1. Delete the data that you wish to re-import.
   • We recommend deleting the data that needs to be re-imported.
     • For example, if it is only the 1095 form that needs to be re-imported, only delete the 1095 form and not the payer or recipient.
     • If the data is not deleted, the import process will ask if you would like to replace the existing information or add new forms.
   • To delete only the 1095 form(s):
     1. Click the Payer List button.
     2. Double click the payer name.
     3. Highlight the recipient with the 1095 form you wish to delete.
     4. Highlight the 1095 form in the Form List.
     5. Click the delete button.
   • To delete both the recipient and form data:
     1. Click the Payer List button.
     2. Double click the payer name.
     3. Highlight the recipient you wish to delete.
     4. Click the Delete Recipient button.
   • To delete a payer and all recipients/forms within that payer:
     1. Click the Payer List button.
     2. Highlight the payer you wish to delete.
     3. Click the Delete Payer button.
2. Click the Import Data button.
3. Choose Import via Excel.
4. Choose the radio button for the 1095-C.
5. Click OK.
6. Locate the Excel or CSV import file and choose Open.
7. If errors were found during the import, the Import File Audit Report will appear.
8. If there are no errors, the import will complete automatically.
9. Click the Payer List button to view the payer and recipient data that was imported.