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How do I print in Yearli?

Views: 549 Created: 2017-07-26 14:26 Last Updated: 2017-08-24 08:22

SYMPTOM

How do I print my forms in the Yearli software?

RESOLUTION

Procedure 1 (Printing W-2, 1099, 1095, and Transmittals)

  1. Click Print Forms button.
  2. Double click on the payer.
  3. Choose the return type from the Select Return column.  Only the returns created for the recipient will be available to print.
    • For W-2’s, choose the Employment type.
  4. Select recipients by the Select All link or hold Ctrl and select each recipient.
  5. Choose either Blank Form or Pre-Printed under the Select Print Type field.
  6. Select a copy of the return to print under Select Copy.
  7. Click Print to print the forms directly to the printer or Preview to display the forms on the screen before printing.

Procedure 2 (Print for selected Payer Groups)

  1. Click the Payer Groups tab.
  2. Highlight the Payer Group to print.
  3. The print utility will print all Recipient returns under each payer within the group sequentially.
  4. Click Print.

Procedure 3 (W-2 Printing Options)

Printing for selected States

  1. Check the State Only checkbox in the Select State/Locality section.
  2. Select the State(s) from the list.
    • The list of states is populated from the entries made in State One and State Two of the W-2 Return Information tab.  Excludes Copy A.
  3. Click Print.

 Printing for selected Localities

  1. Check the Locality Only checkbox in the Select State/Locality section.
  2. Select the Locality/Localities from the list.
    • The list of localities is populated from the entries made in Locality One and Locality Two of the W-2 Return Information tab.  Excludes Copy A.
  3. Click Print.

Procedure 4 (1099 Printing Options)

  1. Mask Recipient SSN (in the format XXX-XX-1234) & Mask Recipient EIN (in the format XX-XXX1234):  Click the Truncate/Mask Recipient TIN checkbox in the upper right of the Print 1099 Returns Window to print only the last four digits of SSN or EIN on Recipient copies.

 Masking of Recipient SSN or EIN is available for 1099 Recipient copies, generally Copy B and Copy 2 (also Copy C for 1099-R), following IRS guidelines.  (SSN and EIN masking is not available on Form W-2G).

 Procedure 5 (1095 Printing Options)

  1. Mask recipient SSN (in the format XXX-XX-1234):  Click the Mask Recipient TIN checkbox in the upper right of the Print 1095 Returns Window to print only the last four digits of SSN on Recipient copies.

Masking of Recipient SSN is available for 1095 Recipient copies, following IRS guidelines.

ADDITIONAL INFORMATION

Tabs on the Print Forms window:

  • Select return:  Select a return type from the list.
  • Select print type:  Click a radio button to select blank form or pre-printed form.
    • The Pre-printed form option must be chosen in order to print or preview Copy A of 1099.
  • Select copy:  Click in the Select Copy list. Use your arrow keys or the scroll bar to move up and down through the list.
  • Select print options:  If you would like printed forms to include payer information, click the Print payer information checkbox. Payer information is automatically printed when Blank Form is selected as the print type.
    • Click the Printer Setup button to change the current printer. Note that the current printer is displayed directly to the above of the Printer Setup button.
    • Adjust text alignment:  Change the number of units displayed in the Horizontal and Vertical boxes to regulate alignment. 1 unit is equal to 1/1000 of an inch. (Option is not available for blank forms.)
    • Horizontal: Positive numbers move data to the right, negative numbers move data to the left.
    • Vertical: Positive numbers move data up, negative numbers move data down.

W-2 Copies

Copy A  Sent to Social Security Administration with accompanied W-3
Copy B  Distributed to employee
Copy C  Distributed to employee
Copy D  Preparer keeps for own records
Copy 1  Sent to state tax department
Copy 2  Distributed to employee

1099 Copies

Copy A  Sent to the IRS with accompanied 1096 (pre-printed red form only)
Copy B  Distributed to employee
Copy C  Payer copy
Copy 1  Sent to state tax department
Copy 2  Distributed to employee

1095 Copies

Federal Copy: Sent to the IRS with the accompanied 1094.
Federal Continuation Page: Sent to the IRS with accompanied 1095s.  Used if the recipient has more than 6 covered individuals.
Recipient Copy – Landscape
Recipient Copy – Portrait

Transmittals

Transmittals are required by the IRS to be transmitted with printed W-2s or 1099s. When electronically filing forms, a transmittal is not required to be sent.

  •  W-3:  Used to transmit Copy A of form W-2 to the SSA. The W-3 is a summary of the W-2s being submitted.
  • W-3c: Used to transmit Copy A of form W-2c to the SSA. The W-3c is a summary of the W-2cs being submitted and can correct an original W-3.
  • 1096: Used to transmit Copy A of forms 1099, 1098, 5498 and W-2G to the IRS.   The 1096 is a summary of the forms being submitted.
  • 1094-B/1094-C: Used to transmit 1095-C and 1095-B forms. The 1094-B and 1094-C are summary forms for the 1095 forms being filed.

APPLIES TO

  • Current version of Yearli