The detail report is available to view in your account by selecting the Detail Report link at the Final Review screen during the e-file process. The detail report provides a breakdown of every form currently entered for that payer. This report is a .CSV formatted Excel spreadsheet that will separate each form by form type.
The information displayed will include:
- Totals for each form type
- Box by box entries for each form
- Recipient information for each form
If you wish to view or print a detail report after the checkout process is complete, please follow these steps:
- Log in to your Yearli account.
- Click on E-File History.
- Click on the View Details link next to the batch of forms that you'd like to print the detail report for.
- Click on the Detail Report link on the right.