In order to file forms electronically through Yearli, an E-file Center Account will need to be created. When first starting the e-file process each year, a prompt will appear to either retrieve a prior account, or to create a new account.
Forgotten Password
If you have an existing E-file Center account from last year but cannot remember or have misplaced your password:
- Select E-file Center.
- Choose Account Setup.
- Answer Yes to the message.
- Enter your User ID from last year and then click the Forgot Password button and a new password will be sent to the e-mail address on file with the E-file Center.
Note: If you do not remember your User ID from last year you will have to create a new E-file Center Account.
Finding User ID
You can access your prior year User ID by opening up the prior year Yearli software:
- Select E-file Center.
- Choose Account Setup.
- Locate the User ID.
- Click Cancel.
- Return to the current version of Yearli Desktop and follow the steps in the Forgotten Password section.