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1 1095-C importing tips and tricks

SYMPTOM I am importing my 1095-C data and would like more information on what I should include in my import file for lines 14, 15, and 16. RESOLUTION Line 14 Tips Enter data in either the All 12 Month Offer of Coverage column or in the individual monthly…

2 Am I using the most current version of the 1095 and/or 1094 Excel import file?

SYMPTOM Am I using the most current Excel import template for my 2017 tax year 1095 and/or 1094 form(s)? SOLUTION Note: If you received the pre-release version of the 2017 tax year 1095 and/or 1094 import template, that template cannot be imported into Yearli…

3 Can I import into Yearli from another program?

SYMPTOM Importing information into Yearli form another program. RESOLUTION Procedure 1 (Import options) Yearli supports the importing of Excel and CSV files. If you would like to import from another program, you will need to make use of the other program's…

4 Excel or CSV import codes for employment type.

SYMPTOM I am attempting to import W-2 forms into Yearli using the Excel or CSV import option. It is stating that the Employment Type is a required entry. What should I enter in my Excel or CSV file for the Employment Type. RESOLUTION The following Employment…

5 Excel or CSV import codes for kind of employer.

SYMPTOM I am attempting to import W-2 forms into Yearli using the Excel or CSV import. It is prompting me about the Kind of Employer field. What do I need to enter in my Excel or CSV file for the Kind of Employer field? RESOLUTION The following Kind of Employer…

6 Excel tips and tricks

SYMPTOM Using different tools in Excel to find errors in an import file. Note: The steps outlined in this document are for Excel 2013. The exact steps may vary depending on what version of Excel is being used. RESOLUTION Procedure 1 (Conditional Formatting)…

7 How can I import only payer and recipient information?

SYMPTOM Importing only payer and recipient information without form-level data. RESOLUTION Procedure 1 (Creating an import file with only payer and recipient information) Note: The only import option that will allow for the importing of payer and recipient…

8 How do I import sample data?

SYMPTOM How do I import sample data? RESOLUTION Procedure 1 (Importing sample data) Click on Import Data. Choose Import Sample Data. Click OK. APPLIES TO Yearli 2015 - Current

9 How do I import?

SYMPTOM How to import forms in Yearli. RESOLUTION Procedure 1 (Importing recipient forms using an Excel or CSV file) Download an import template for the applicable form type. For steps on how to save an import template, see the Where can I download the template…

10 How do I include state information in my import file?

SYMPTOM Where is information entered on the W-2 and 1099 templates to include state information? RESOLUTION Procedure 1 (Entering state information on the import template) If an import file has already been created, open the existing import file. If an import…

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