Yearli Guide
Have questions? Our knowledge base has answers.
W-2 Form Filing
- 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?
- How do I setup W-2 preferences?
1099 Form Filing
- How do I create Form 1099-NEC?
- How do I make multiple types of corrections to an e-filed 1099 form?
- How do I create a corrected 1099 form for paper filing?
- How do I create a corrected 1099 for e-filing?
- What are the 1099-R distribution codes?
- How do I complete a corrected 1099 form?
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 file for an extension on my 1095 forms?
- How do I create a corrected 1095 form to paper file?
- How do I create a corrected 1095 form for e-filing?
- How do I create a corrected 1094-C form to paper file?
General Form Filing
- What will my recipients receive if I use the online retrieval option for their forms?
- How do I create Colorado DR 1094 form?
- How do I create an Iowa Form 44-105?
- How do I create a Virginia VA-5 form?
- How do I create a Utah TC-941PC form?
- How do I create a Utah TC-941 form?
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 value do I use on an import file to check a box on the form?
- What is a critical error/missing data error?
Printing
- How do I print in Yearli?
- What is the W-2 Summary Journal?
- What is the Transaction Journal?
- What is the SUI Journal?
- What is the Returns Journal?
- What is the Recipient Journal?
Quarterly Form Filing
- How do I create a Kentucky K-5 form?
- 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 employee information not flowing to the NYS-45?
- Why is the employee information not carrying to the California DE 9C?
- Why can I not check the "Check if you intend to file form NYS-45/ATT via the E-File Center" box?
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 view the TIN Matching results?
Destkop Installation
- How do I change what computer my Yearli Workstations are looking to for the data?
- What network environments are compatible with Yearli Desktop?
- What are the system requirements for Yearli?
- Where do I enter my authorization code?
- How do I update the Yearli program? (2018-Current)
- How do I update the Yearli program? (2017 and older)
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?
- Payer Information Field Descriptions
- How to use the Payer List
- How do I setup my payer to file to state agencies?
- How do I enter foreign address information?
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
- What security settings are available in Yearli?
- How do I view a list of user accounts in the Yearli software?
- How do I setup security in the Yearli software?
- How do I reset the password to login to Yearli?
- How do I disable security in the Yearli software?
- How do I change the security settings in Yearli Desktop?
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