With the PDF Archive service, PDF versions of the payer copies of the forms will be sent to the email address associated with the Yearli E-file Center account. The PDF Archive will be sent via a secure email.
Entering Information for PDF Archive Electronic Delivery
- Select E-file Center.
- Choose Send Returns.
- Select the appropriate form from the Select Form Type window and click Next.
- Choose PDF Archive and click Next.
- Choose the appropriate Payer(s) click Next.
- Change the contact name and phone number if necessary and click Next.
- The PDF Archive will be sent to the email address tied to the account.
- To view what email address was used to setup the E-File Center account see Verifying the E-file Center account email address below.
- Click Next at the E-file Center Summary screen.
- Click Send to complete the submission.
Verifying the E-file Center Account Email Address
- Click on the E-file Center menu.
- Choose Account Setup.
- Review email address.
Changing Where Bulk Shipping Is Being Sent
- Select E-file Center.
- Choose Send Returns.
- Select appropriate form from the Select Form Type window.
- Choose Print and Bulk Ship to Address.
- Choose appropriate Payers.
- Click Next.
- Choose Shipping Method.
- Click Next.
- Uncheck the Use Account Setup Information check box.
- Verify that all required fields are filled and the address is correct.
- Bulk shipped copies can be delivered to domestic addresses only.
- No P.O. Boxes are allowed.
- To enter an Alternate Return Address that is different that the Mailing Address, check the Check to enter an Alternate Return Address checkbox to enable the return address fields.
- Enter the alternate return address information and verify that all required fields are filled.
- Click Next.