General Form Buttons
- Add: If in the form data entry screen, this button will create a blank copy of the selected form. If in the transaction data entry screen, this button will create a blank transaction.
- Delete: If in the form data entry screen, this button will clear the entered information in the selected form. If in the transaction data entry screen, this button will delete the selected transaction.
- Save: This button saves all changes made to the current form or transaction.
- Copy: If in the form data entry screen, this button will create another copy of the selected form. If in the transaction data entry screen, this button will create another copy of the selected transaction.
- Undo: This button will revert the last change made on the form to the value it was before the change was made.
- Default: This button will automatically fill the specified information into new forms of the specific form type.
- For more information on using the Default button, please see the How to Use the Default Button for Recipient Forms article.
- Form: The Form button on the form data entry screen will open the transaction window. The Form button on the transaction screen will open the form window.
- This button will only appear if the payer is set to Quarterly Data Entry.
- For steps on how to change the data entry method for a payer, please see the How to Change the Data Entry Method in Yearli article.
- OK: This button saves and closes the window.
- Cancel: Cancel discards any changes made to the form and closes the data entry screen.
- Help: This button opens the Help screen to the W-2 section.
W-2 Specific Buttons
- Calcs: Use the Set Calculations window to create/assign user-defined calculations for Form W-2.
- More information regarding custom calculations can be found in the How to Set Up Custom Calculations article.
- Amnts: Use the Amount Types Window to select the Amount Types (dollar amount fields) to appear on the W-2 Returns screen. Amount Types can be added and removed from the list. The order of the amounts can also be changed here.
- Prefs: The W-2 preferences will dictate what amounts fields are automatically calculated (if any), among other form-specific options.
- For more information about W-2 preferences, please see the How to Set Up W-2 Preferences article.
- W-2c: The W-2C button will create a new W-2C form based on the currently selected W-2.
- Creating the W-2C this way will automatically complete the Previously Reported section of the W-2C, based on the information that was entered in the original W-2 form.
- This button will only appear on the W-2 data entry screen.