What Import Preferences options should I choose?

Apart from the initial validation that Yearli Desktop performs during the import process, Yearli can also check the imported information against the E-file Center standards. If the forms that are being imported are going to be e-filed through Yearli, it is recommended that the E-file Center Validations be performed to prevent additional errors from occurring during the e-filing process.

If the imported forms are being filed on paper, E-file Center Validations will not need to be performed.

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