If the state e-filing service was not selected with the original submission, the ability to add state e-filing is available.
To add an additional service if state information was not included on the original submission:
- Log in to Yearli.
- From Home, click the E-File History button.
- Click View Detail next to the submission you wish to add state e-filing to.
- Click Additional E-filing Services under Additional Options.
- Select the form(s) you wish to add state e-filing to.
- Click Add to Forms.
- Select the Payer and click Form List to access the forms for editing.
- Click the Edit next to the form(s).
- Verify or add appropriate state information.
- Click Save.
- Click Back to return to the Forms List.
- Click Save to save any changes.
- Click Back to return to the Select Forms screen.
- Click Start E-File to go to the Filing Recommendations screen.
- By default the State Filing and the Recipient Reporting will be selected. To deselect a service click on the service square.
- Click Next to proceed to the Work needed screen.
- Click Edit to review the state reconciliation form and make applicable entries, if necessary.
- Click Save and then Next.
- Click Back to return to the Work Needed screen.
- Review the state reconciliation form and make applicable entries, if necessary.
- Click the Save and then the Next button.
- Review the forms at the Final Review and press Add to Cart to submit.
- Enter the payment information, if necessary and click Submit Your Order.