Creating an Excel or CSV file for importing
- Click the Import Data button.
- Choose Import via Excel or Import via CSV, depending on the file type you prefer to use.
- Click the form type link under Download sample files and instructions.
- Choose where to save the sample template, and what to name the file. The sample template should then open automatically.
- In the import template, the first row of each column will be a column header that corresponds with each field of the W-2, 1099, or 1095 form to be imported. (For example Recipient First Name, Recipient SSN, Fed Tax Withheld, etc.)
Note: The column headings (Row 1) in the import template are used to map the data in the Yearli program. Do not change any of the information in the first row of the import file.
- Enter the data for each recipient (each row represents a new recipient form).
- Once data entry is complete, click on the File menu.
- Click Save.
When creating the Excel or CSV file, here are somethings to be aware of:
- No periods or commas should be included in the names. Ampersands "&" are allowed.
- A TIN is required for each payer and recipient record
- An address is required for each payer and recipient record.
- For the universal import, it is required to have at least one dollar amount type per recipient included in the Excel or CSV file for the import to complete.
- The generic import will allow the importing of recipient data only (name, address, and TIN) without any form data.
For steps on how to import in Yearli 2016 or newer, please see the How do I import a W-2 form?, How do I import a 1099 form?, or How do I import a 1095 form? article.
For steps on how to import using the Universal Import Tool in Yearli 2014 or 2015, please see the How do I import W-2 or 1099 forms using the Universal Import Tool? article.
For steps on how to import using the Generic Import Tool, please see the How do I use the generic import tool to import W-2 or 1099 information? article.