Yearli Guide
Have questions? Our knowledge base has answers.
  1. Yearli Guide
  2. Yearli Desktop
  3. W-2 Form Filing

How do I auto-fill the payer State ID on a W-2 form?

Setting up a payer

  1. Click the Payer List button.
  2. Highlight the desired payer.
  3. Click the Payer State Info button on the far right.
  4. Click the Add button.
  5. Enter the State and the State ID number for W-2 assigned by the state.
  6. Click Save.
  7. Click OK.

Setting up a Return

  1. Click the Payer List button.
  2. Double click the payer name.
  3. Highlight the recipient in the list.
  4. Double click the W-2 for that recipient.
  5. Click on the Return Information tab.
  6. Choose the state that was entered in the "Setting up a payer" steps listed above. 
  7. Press Tab on the keyboard. The State ID entered in "Setting up a payer" will be filled in the second field.
  8. Click Save.
  9. Click OK.
Was this article helpful?
0 out of 0 found this helpful

Articles in this section

See more