The detail report is available to view in your account by selecting the Detail Report button in the Forms in Progress section. The detail report provides a breakdown of every form currently entered for that payer. This report is a .CSV formatted Excel spreadsheet that will separate each form in your cart by form type.
The information displayed will include:
- Totals for each form type
- Box by box entries for each form
- Recipient information for each form
If you wish to view or print a detail report after the checkout process is complete, please follow these steps:
- Log in to your Yearli account.
- Click on Form Filing History.
- Select the Print Forms & Receipt printer icon next to the batch of forms that you'd like to print the detail report for.
- Check each form you would like included on the report.
- Click Next.
- Check the box next to Detail Report.
- Select the Download button to print or save the report.