Yearli Guide
Have questions? Our knowledge base has answers.
- 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?
- 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?
- What will my recipients receive if I use the online retrieval option for their forms?