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Yearli Guide
Have questions? Our knowledge base has answers.
  1. Yearli Guide
  2. Yearli Desktop
  3. General How To's
  • How to Add or Edit Payer State Information
  • Entering Foreign Addresses
  • How to Add or Edit a Payer Group
  • Add or Manage Recipients
  • How to Add or Manage a Payer
  • Keyboard Shortcuts in the Program
  • Default Data Entry Method
  • Important Program Directories and File Locations
  • How to Export Information from Yearli to CSV
  • Create a Windows Firewall Exception for Yearli Desktop
  • How to Create, Copy, or Delete a Form
  • How to Access SQL Server Configuration Manager
  • Important Filing Deadlines
  • Available Reports
  • SUI Information Not Appearing in Payer State Info
  • Using the Default Button
  • Setting up Custom Calculations
  • Customize an Amount Type
  • Add W-2/1099 Agent Information to a Payer

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