How do I add/edit an email address for online retrieval in Premier?

Yearli allows you to send your recipients an email with a link to securely access their valid form copies at any time, if the Recipient Mailing and Online Retrieval feature was selected initially.  To add, edit, or submit additional emails to your recipients please follow the steps below.

  1. Log in to Yearli.
  2. Click on E-File History.
  3. Locate the submission and click on View Detail.
  4. Click Resend Online Retrieval Emails.
  5. Select the recipient.
  6. Enter or edit the email address listed and click on the Resend button.

After clicking the Resend button, a confirmation window will display letting you know that the message has been sent to the email address entered.  You can send recipient emails at any time and as many times as needed.

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