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Yearli Guide
Have questions? Our knowledge base has answers.
  1. Yearli Guide
  2. Yearli Desktop
  3. Quarterly Form Filing
  • Why is the state form not updating after making changes to the recipient transaction data?
  • 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?
  • What is the Name Control and where do I find it?
  • How do I setup a NYS-45 in Yearli Desktop?
  • How do I include a payment with my 941 or NYS-45 form?
  • How to file a 941 electronically
  • How do I enter default paid preparer or IRS reporting agent information?
  • How do I add or edit payer (941, State Quarterly) forms?
  • 940/941/944 PIN Information
  • How do I create a 94X or 94X-X form?

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