Yearli Guide
Have questions? Our knowledge base has answers.
W-2 Form Filing
- How to add state information to W-2 forms
- How do I add transactions to a recipient form?
- What do the buttons on the recipient form data entry screen do?
- What wages should I include on the W-3 form?
- Can I use an ITIN to file form W-2?
- Can I file a W-2 for my household employee?
1099 Form Filing
- How do I make multiple types of corrections to an e-filed 1099 form?
- How do I create a corrected 1099 for paper or electronic filing?
- What are the 1099-R distribution codes?
- How do I create Form W-2G?
- How do I create Form 5498/5498-SA/5498-ESA?
- How do I create 1099 forms?
1095 (ACA) Form Filing
- How do I file my 1095 forms to the state?
- How do I file 1095 forms on paper?
- How do I create a corrected 1095 form for paper or electronic filing?
- How do I create a corrected 1094-C form to paper file?
- How do I correct a 1094-C form for e-filing?
- How do I correct recipient information on a 1095-B or 1095-C form?
General Form Filing
- Creating state forms
- Were my forms submitted to the government?
- How do I create a 94X or 94X-X form?
- How do I add or edit recipient (W-2, 1099, 1095) forms?
- When is a form considered a correction?
- How do I file for an extension on my forms?
Import Data
- What are the requirements for importing from the desktop version of QuickBooks?
- How do I import 1095-B or 1095-C corrected forms?
- What Import Preferences options should I choose?
- How do I fix QuickBooks mapping errors?
- What is a critical error/missing data error?
- What can/cannot be changed on the import template?
Printing
Quarterly Form Filing
- Do I need to fill out the 941 Schedule B?
- Why is the state form not updating after making changes to the recipient transaction data?
- Why is the employee information not carrying to the California DE 9C?
- How do I create a substitute state form?
- Why is the employee information not flowing to the 941?
- Why is the 941/Quarterly Return not available in the Payer List?
Yearli Desktop E-File Center
- Which Employment Type should I choose?
- Is the W-3/W-3C/1096/1094 included with my forms when electronically filing?
- Why are my payers not available for TIN Matching?
- What shipping method should I select for bulk shipping?
- Select Payer - State Quarterly and 94X filing
- How do I select what forms I want to e-file?
Installation and Updates
- "Database version needs update", How do I update my database?
- InstallAware Vulnerability in Yearli Desktop
- How do I change what computer my Yearli Workstations are looking to for the data?
- What are the system requirements and compatible network environments for Yearli?
- Where do I enter my authorization code?
- How do I update the Yearli program? (2018-Current)
General How To's
- How do I enter shipping information for my PDF Archive delivery?
- How do I export Yearli Desktop data into a Yearli Excel template?
- How do I add or edit payer state information?
- How do I enter foreign address information?
- How do I add or edit a payer group?
- How do I add or manage recipients?
Data Management
- How do I transfer my Yearli data from one computer to another? (2018 and newer)
- How do I transfer my Yearli data from one computer to another (2017 and older)
- How do I setup the Yearli program to automatically backup the Microsoft SQL Server database?
- How do I restore my Yearli data?
- How do I make a manual backup of my Yearli database? (2018 and newer)
- How do I make a manual backup of my Yearli Database? (2017 and older)
Security
Errors
- Yearli Import Wizard does not have permissions to access personal data from QuickBooks
- How do I fix a TIN Validation Failed error?
- Why can't I add transactions to a recipient's W-2 or 1099 form?
- Error storing updates
- Error occurred while determining available updates
- Could not communicate with the upgrade server