Accepted values
If a field on an imported form is a checkbox, the value on the import file will need to have one of the following values entered:
- TRUE: box is checked
- 1: box is checked
- X: box is checked (only applies to Yearli 2016 or newer)
- FALSE: box is unchecked
- 0: box is unchecked
- Blank: box is unchecked
For example, if importing a W-2 form and the Statutory Employee checkbox and Retirement Plan checkbox in Box 13 need to be checked for John Doe, the import file may look something like this:
| Employee Social Security Number |
Employee First Name |
Employee Last Name |
Gross Wages |
Statutory Employee |
Retirement Plan |
|---|---|---|---|---|---|
| 123-45-6789 | John | Doe | 30000 | TRUE | 1 |
If the John Doe was not a Statutory Employee and did not have a Retirement Plan, the import file could look like this:
| Employee Social Security Number |
Employee First Name |
Employee Last Name |
Gross Wages |
Statutory Employee |
Retirement Plan |
|---|---|---|---|---|---|
| 123-45-6789 | John | Doe | 30000 | FALSE | 0 |