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How do I add a recipient?

Views: 1323 Created: 2016-07-21 15:27 Last Updated: 2018-07-16 13:19

SYMPTOM

How to add a recipient in the Yearli program.

RESOLUTION

Procedure 1 (Adding a recipient)

  1. Click the Payer List button.
  2. Double click on the payer name.
  3. Click Add Recipient.
  4. Fill in the necessary fields.
  5. Click Save.

Note: For E-Filing, the recipient address field is required.  This screen should include all recipient information that needs to appear on the printed returns and forms.

APPLIES TO

  • Yearli 2014 - Current