What information can be imported into Yearli?

Importing from a previous version 
If you have a prior version of Yearli installed, the payer and recipient information can be imported into the current version of Yearli using the Import from Previous option. To do this: 

1. Click the Import Data button.
2. Choose Import from Previous Version.
3. A message will display suggesting backing up the data first. This is referring to any data already entered in the current program, because the import will overwrite existing data.
4. Click OK.
5. Click Next at the Import From Previous wizard screen.
6. Choose to Import last year's data or I would like to import from a different version of Yearli Desktop, Winfiler or Winfiler Plus.
7. Click Next.
8. Highlight the desired payers to be imported.

Note: To select multiple payers press and hold the Shift key or Ctrl key and click in the grey grid area on the left of the payer TIN for each payer you wish to select.  You can also click the Select All Payers button on the right.

9. Select one of the Import Options.  "Do not import forms" will only import payer and recipient information.  "Import forms with zero amounts" will import payer information, recipient information, and recipient forms with zero dollar values.
10. Click Next once the desired payers have been selected.
11. The text “Importing Payers… Please wait…” will display.
12. When the import is complete, a dialog box will appear confirming the number of payers imported. 
13. Click OK.
14. To import additional payers, select the Import More Payers? link or click Finish to close the import screen.

Note: Importing in Yearli will delete all Quarterly Returns for the imported payer in the current program. Data in prior years will not be affected.

Importing via Excel

Information can be imported using an Excel or CSV. To do this:

1. Download an import template for the applicable form type. For steps on how to save an import template, see the Where can I download the template for W-2, 1099, or 1095 importing? article.
2. Enter the applicable information and save the import file.
3. In Yearli, click on the Import Data button.
4. Choose Import via Excel.
5. Choose the desired form type.
6. Click OK.
7. Click on the Browse For File button.
8. Locate the import file saved in Step 2.
9. Click Open.
10. If an Audit Report displays, make the necessary changes to the import file and attempt to import again.

For steps on importing specific forms, please see the How do I import a 1095 form?, How do I import a W-2 form? or How do I import a 1099 form? article.

Importing Sample Data

Sample information is available for beginner users to help determine where and how information should be entered in the Yearli program. To import sample information:

1. Open the Yearli program.
2. Click on the Import Data button.
3. Choose Import Sample Data.
4. Click OK.
5. Click OK.
6. Click OK.
7. The sample payer will be named Sample Payer in the Payer List.