How do I update my payer and/or recipient name, address, social security number, and/or EIN information in Premier?

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:

  1. Log in to Yearli.
  2. Select Form Data Entry.
    7.png
  3. Select a form type.
  4. 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.8.png
  5. Enter the appropriate payer information as needed.9.png
  6. Select the Save button.

Update recipient data

To add or update recipient information in your Yearli account, follow these steps:

  1. Log in to Yearli.
  2. Select Form Data Entry.
    7.png
  3. Select a form type.
  4. 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.
    10.png
  5. 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.

Was this article helpful?
0 out of 0 found this helpful