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

Views: 3827 Created: 2016-07-25 08:17 Last Updated: 2018-07-16 13:21

SYMPTOM

How to add or edit a recipient form in the Yearli software.

RESOLUTION

Procedure 1 (Adding a form to a recipient)

  1. Click the Payer List button.
  2. Double click on the payer name.
  3. Highlight the recipient to add the form to.
  4. Click the Add Form button.
  5. Select the desired form from the Form Type drop down box.
  6. For 1099 forms:
    1. On the Return Information tab, complete the state information if applicable.
    2. Click on the Dollar Amounts tab, or the Form button to add the dollar amount information.
    3. Click Save.
    4. Click OK to close the form.
  7. For W-2 forms:
    1. On the Return Information tab complete the state and local information and the employment type.
    2. Click on the Dollar Amounts tab, or the Form button to add the dollar amount information.
    3. Click on the Checkboxes tab and check any boxes that apply.
    4. Click on the Employment Information tab and check any boxes that apply.
    5. Click on the State-Specific tab and  make any applicable selections.  The data entry is only enabled after an applicable state is entered on the return information.  The states that apply to this tab are CA, VT, IA, MA, MI, MN, and WA.
    6. Click Save.
    7. Click OK to close the form.
  8. For 1095 forms:
    1. Enter the applicable information on the form.
    2. Click Save.
    3. Click OK to close the form.

Procedure 2 (Editing a recipient form)

  1. Click the Payer List button.
  2. Double click on the payer name.
  3. Highlight the recipient whose form needs to be edited.
  4. Double click the form in the Form List.
  5. Enter the necessary information.
  6. Click Save.
  7. Click OK to close the form.

APPLIES TO

  • Yearli 2014 - Current