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Yearli Guide
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  1. Yearli Guide
  2. Yearli Core & Performance
  3. Site Information
  • Can I import W-2 or 1099 data from another software program?
  • What security measures are taken to protect my information?
  • Can I reimport the same company without losing my existing data?
  • Can I import some data and key in the rest?
  • Upload a secure file for Technical Support
  • What reports does the site offer and what do they do?
  • How do I generate a report that summarizes my submissions?
  • How do I generate a report that shows all data I have entered?
  • How do I edit a form already added to the checkout cart?
  • Why is my credit or debit card being declined?
  • What forms of payment are accepted by Yearli?
  • Can my credit card information be stored on the site?
  • What credit or debit cards are accepted on Yearli?
  • Can forms be saved and completed at a different time?
  • How do I update my payer and/or recipient information?
  • I'm experiencing problems viewing and using the website.
  • Can I use Yearli with my Mac?
  • What Internet browsers are compatible?
  • How do I view the End User License Agreement?
  • Which Yearli package is right for me; Core, Performance, or Premier?
  • When can I start filing?
  • What forms does Yearli offer?
  • How long does Yearli maintain previously filed forms?
  • How can I obtain blank paper copies of forms?
  • How do I use the TIN Matching service?
  • What important deadlines should I be aware of?
  • How do I save a form?
  • Can multiple people in my office be logged into one account at the same time?
  • What is online retrieval?
  • How much does it cost to file?
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