Payer and recipient information can only be edited on the form entry screen. The ability to edit payer and recipient information will be added to the My Account section in a future update to the site.
Update payer data
To add or update payer information in your Yearli account, follow these steps:
- Log in to Yearli.
- Select Form Data Entry.
- Select a form type.
- To edit an existing payer, choose the Start Form link to the right of the payer name then click Show next to Payer Information. To add a new payer, choose the Add Payer button.
- Enter the appropriate payer information as needed.
- Select the Save button.
Update recipient data
To add or update recipient information in your Yearli account, follow these steps:
- Log in to Yearli.
- Select Form Data Entry.
- Select a form type.
- To edit an existing recipient, choose that recipient from the Select Recipient screen and then change the information as needed . To add a new recipient, enter the appropriate recipient information as needed.
- Select the Save button.
Note: All changes made to payer and/or recipient information will apply to all forms that have not been submitted. This includes all forms currently added to Forms and E-File areas of your account.