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How do I customize an amount type?

Views: 1075 Created: 2016-08-05 08:15 Last Updated: 2018-07-09 15:30


How to customize an amount type for a W-2 form in the Yearli software.

In Yearli it is possible to customize certain amount types.  A miscellaneous deduction amount type can be customized to display specific text, and can be set to print in box 14 on the W-2 form. 


Procedure 1 (Customizing an amount type)

  1. Click on the Payer List button.
  2. Double click on the payer name.
  3. Highlight the recipient.
  4. Double click on the W-2 form in the form list.
  5. Click on the Amnts button in the upper right corner of the W-2 return or W-2 transaction screen.
  6. Highlight the amount type in the list on the left you wish to add to the W-2 form.
  7. Click Include to add to the Currently Selected Amount Types.
  8. Highlight the miscellaneous amount type on the right and click on Customize Name on the bottom of the screen. This will apply to Miscellaneous Deduction 1, 2, 3, 4 or 5.

  9. Enter the long name.  This is the name that will display on the W-2 entry screen.
  10. Enter the short name.  This is the name that will print on the W-2 form in box 14.
  11. Check the Print short name and value in box if the amount type is to be shown on the W-2 form.
  12. Click OK.


  • WinFiler 2012 - 2013
  • WinFiler Plus 2013
  • Yearli 2014 - Current