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What Import Preferences option should I choose?

Views: 34 Created: 2017-10-02 10:48 Last Updated: 2017-10-02 11:17

SYMPTOM

What Import Preferences option should I choose?

RESOLUTION

Apart from the initial validation that Yearli Desktop performs during the import process, Yearli can also check the imported information against the E-file Center standards. If the forms that are being imported are going to be e-filed through Yearli, it is recommended that the E-file Center Validations be performed to prevent additional errors from occurring during the e-filing process.

If the imported forms are being filed on paper, E-file Center Validations will not need to be performed.

APPLIES TO

  • Current version of Yearli