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How do I add transactions to a recipient form?

Views: 2470 Created: 2016-07-25 09:41 Last Updated: 2016-08-11 12:06

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 based upon the transaction dates.  Transactions can be entered weekly, bi-weekly, monthly, quarterly, or yearly.

RESOLUTION

Procedure 1 (Adding a transaction to an existing W-2)

  1. Click the Payer List button.
  2. Double click on the payer.
  3. Highlight the recipient.
  4. Click on the Add or Add Transaction link under the Transactions column for the W-2. If the Add link is not present, refer to the Changing Data Entry Method article before proceeding.


Note: The Copy or Copy Transaction link will copy the selected transaction. The Add or Add Transaction link will create a new, blank transaction.

  1. Enter dollar amounts.
  2. Enter a transaction date.
  3. Click Save.
  4. Click OK.

Procedure 2 (Adding a transaction to a recipient without a W-2)

  1. Click the Payer List button.
  2. Double click on the payer.
  3. Highlight the recipient.
  4. Click the Add Form button.
  5. Select W-2 in the Form Type drop down menu.
  6. Enter any necessary state information.
  7. Click Save.
  8. Click OK.
  9. Click on the Add or Add Transaction link under the Transactions column for the W-2. If the Add link is not present, refer to the Changing Data Entry Method article before proceeding.
Note: The Copy or Copy Transaction link will copy the selected transaction. The Add or Add Transaction link will create a new, blank transaction.

  1. Enter a transaction date.
  2. Click Save.
  3. Click OK.

Procedure 3 (Editing a transaction)

  1. Click the Payer List button.
  2. Double click on the payer.
  3. Highlight the recipient.
  4. Double click the row containing the transaction date needing to be edited. The date for the transaction will be under the Last Action Date column.
  5. Enter or edit the dollar amounts.
  6. Click Save.
  7. Click OK.

APPLIES TO

  • Yearli 2014 - Current