Yearli Guide
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- 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