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1 How can I add or edit 1095 information after importing?

SYMPTOM I previously imported my 1095 data; however I now need to import again to update or add data to existing forms. How do I do this? RESOLUTION If you need to import new or additional 1095 forms that have not been imported previously, this can be done…

2 How do I add a coverered individual?

SYMPTOM How to add a covered individual in the Yearli program. RESOLUTION Procedure 1 (Adding a covered individual) Click the Payer List button. Double click on the payer name. Select the recipient to add the covered individual(s) to. If the recipient already…

3 How do I add an amount type to a W-2 form?

SYMPTOM How to add an amount type to a W-2 form in the Yearli software. An amount type is a dollar amount field found on a tax form. An example of an amount type is the social security wages field found on a W-2 form. When adding amount types, the selected…

4 How do I add or edit payer (941, State Quarterly) forms?

SYMPTOM How to add or edit a payer form in the Yearli software. RESOLUTION Procedure 1 (Adding a payer form) Click the Payer List button. Choose the payer the form will be added to. Click the Add Form button. Choose federal or a state from the Federal/State/Local…

5 How do I add or edit recipient (W-2, 1099, 1095) forms?

SYMPTOM How to add or edit a recipient form in the Yearli software. RESOLUTION Procedure 1 (Adding a form to a recipient) Click the Payer List button. Double click on the payer name. Highlight the recipient to add the form to. Click the Add Form button. Select…

6 How do I add state information to a W-2 form?

SYMPTOM How do I add state information to a W-2 form? RESOLUTION Procedure 1 (Adding state information to a W-2) Click on the Payer List button. Choose the payer. Click on the Payer State Info button. Click Add Choose the applicable state from the State drop…

7 How do I add transactions to a recipient form?

SYMPTOM How to add or edit W-2 transactions in the Yearli software. Yearli has the option for quarterly returns requiring dollar amounts to be entered as transactions for each recipient. These amounts will flow to the appropriate quarterly and annual forms…

8 How do I adjust the printing and data entry settings in Yearli Desktop?

SYMPTOM How do I adjust the printing and data entry settings for Yearli Desktop? Modifying the way Yearli handles data and printing specifications. RESOLUTION Procedure 1 (Accessing printing/data entry options) Click on the Settings menu. Click on Printing/Data…

9 How do I auto-fill the payer State ID on a W-2 form?

SYMPTOM Setting up a payer to automatically populate the State ID field on the recipient's W-2 form. RESOLUTION Procedure 1 (Setting up a payer) Click the Payer List button. Highlight the desired payer. Click the Payer State Info button on the far right.…

10 How do I change the data entry method in Yearli?

SYMPTOM How to change the Data Entry Method in the Yearli program. RESOLUTION Procedure 1 (Changing the default Data Entry Method) Note: This will not make changes to current payers. To change the Data Entry Method of an existing payer, go to Procedure 2.…