How to Export Information from Yearli to CSV

Exporting Information to a CSV File

Forms available for export are W-2, W-2c, 1099 Series (1098, 1099, 5498, and W-2G), 1095-B, 1095-C, and 1094-C.

  1. Click on the File menu.
  2. Click Export.
  3. Click the To CSV option.
  4. Choose the type of form you would like to export to CSV.
  5. Click Next.
  6. Place a check the checkbox next to each of the payer(s) you would like to export.  
    • To select all payers click on the Select All link on the bottom of the screen.
  7. Click Next.
  8. Click Save.
  9. Choose where to save your CSV file, and what to name it.
  10. Click Save.
  11. Click OK.

Tips for Exporting

  • Use the Find by field to search the selected column for the closest match.
    • The selection bar is moved to the row in the table with the closest match.
  • Click the Select Recipients button to select specific recipient returns for the payer in the row highlighted with the selection bar.
  • The Available Returns column will show the total number of returns of the selected form type available for exporting for each payer.
  • The Selected Returns column will show the total number of forms selected for exporting.
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