Accessing printing/data entry options
- Click on the Settings menu.
- Click on Printing/Data Entry.
- Choose the options you wish to use. Click OK.
Print W-2 Totals Return: Check this box to automatically print a page that contains the totals of all W-2s.
Print 1099 Totals Return: Check this box to automatically print a page that contains the totals of all 1099s.
Print only the last four digits of the TIN on recipient copies of 1099 & 1095 forms and Journals: Check this box to default masking of the Recipient SSN as XXX-XX-1234 or EIN as XX-XXX1234 on Recipient copies of 1099 and 1095 forms and Journals.
Open Payers & Recipient screen to the Payer List on program start: Check this box to automatically open the Payers & Recipients List window when starting the program.
Maximize Main Menu: The Main Menu can be displayed in two sizes; either as a small bar at the top of the screen or fully maximized. Check this box to automatically maximize the display upon loading Yearli.
Auto Place Decimal Point: Check this box to automatically add a decimal point prior to the cents positions. The automatic decimal point is added upon leaving a dollar field when an amount has been entered (two positions from right). When the field is exited after a one-digit entry is made, a zero is added to prior to the entry (e.g. an entry of 1 is displayed as .01).
Default Data Entry Method: Select to use either Year End or Quarterly data entry.
Navigation Between Fields: Check to use either the Enter key or the Tab key to move between data entry fields in the software.