Can I import W-2 or 1099 data from another software program?

Data can be imported from other software programs into Yearli.  The data can be exported from the third party software and copied into the Yearli Excel (.xls, .xlsx) file format.  Or, Yearli can import directly from certain software programs.

Import from an Excel file

  1. Log in to Yearli.
  2. From Your Filing Home, click the Start New Forms button.
  3. Click the Import Data button.
  4. Choose the Yearli option.
  5. Choose the correct Form Type button.
  6. If needed, download the import template.  Otherwise, skip to step 7.
  7. Click the Browse For File button.
  8. Browse for the import file.  Click Open.
  9. If there are any errors, an Audit Report will display.  It will list any issues found with the data or template that must be corrected.
    1. Review the audit report and correct the necessary errors in the import template.
    2. Start the process over from Step 2 to attempt to import the updated file.
  10. If no errors are found, the forms will be automatically imported into the Yearli site.  A message will display showing the total number of payers and forms imported.  Click Ok.
  11. The imported forms will be available to review and modify in Forms in Progress.

Import directly from a software package

Currently, Yearli can import data directly from a number of different software applications.  For a full list of compatible applications and steps on how to import from each:

  1. Log in to Yearli.
  2. From Your Filing Home, click the Start New Forms button.
  3. Click the Import Data button.
  4. Choose the desired software package button.
  5. Follow the on-screen prompts to import your data.
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