The summary report is available in your account by selecting the Summary Report link at the Final Review screen during the e-file process. This report will summarize all forms currently entered for that payer. It will be separated by form type, payer EIN, and W-2 employment type (if applicable). The summary report can be used to verify if the total of all forms entered in Yearli match what is generated by the payroll software.
If you wish to view or print a summary 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 summary report for.
- Click on the Summary Report link on the right.