Yearli offers a variety of reports.
This report provides a breakdown of every form currently in the e-file process for the payer in Final Review section. The detail report is a .CSV formatted Excel spreadsheet that will separate each form by form type. This report is commonly printed to review all data entered on the forms for possible data entry errors or to verify the data before submission. The information displayed will include:
- Totals for each form type
- Box by box entries for each form
- Recipient information for each form
The Detail Report is available in Forms, in the final review stage of the E-file process, and in E-file History.
This report summarizes all forms in the Forms area, the final review stage of the E-file process, or in E-file History. The summary report is separated by form type, payer EIN, and the W-2 form employment type (if applicable).
Payer & Recipient Report
This report will list the payer name, TIN, and address; along with each selected recipient's name, TIN, and address. It can be output as either a PDF or Excel file. The payer & recipient report is available in the Reports section of Yearli in the left navigation pane.
This report will list the payer name, TIN, and address; along with each recipient that contains the form type selected. For each recipient selected, the report will display the data entered into each box of their specific form. It can be output as either a PDF or Excel file. The returns report is available in the Reports section of Yearli in the left navigation pane.