What is online retrieval in Premier?

Online Retrieval is a service offered by Yearli that allows the recipient to log into a secure website to obtain a copy of their W-2, 1099, or 1095 form.  This feature is available when a filing service that includes Recipient Print & Mail is selected.

You can enter the email address of the recipient on the form data entry screen.  The Online Retrieval service is optional; this allows you to enter as many or as few email addresses as you wish.

 

Want to know what will happen after selecting Online Retrieval? See this article:

What will my recipients receive if I use the online retrieval option for their forms in Premier?

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