Yearli Guide
Have questions? Our knowledge base has answers.
- How do I add or edit payer state information?
- How do I enter foreign address information?
- How do I add or edit a payer group?
- How do I add or manage recipients?
- How do I add or manage a payer?
- What keyboard shortcuts are in the program?
- What is the Default Data Entry Method, and How do I Change It?
- Important program directories and file locations
- How do I export the information in Yearli to CSV?
- How do I create a Windows Firewall exception for Yearli Desktop?
- How do I create, copy, or delete a form?
- How do I access SQL Server Configuration Manager?
- What important deadlines should I be aware of?
- What reports are available?
- Why is the SUI information not appearing in Payer State info?
- How do I use the Default button for recipient forms?
- How do I setup custom calculations?
- How do I customize an amount type?
- How do I add W-2/1099 Agent Information to a payer?