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How do I add or edit payer (941, State Quarterly) forms?

Views: 2973 Created: 2016-08-05 09:56 Last Updated: 2016-08-11 12:04

SYMPTOM

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

RESOLUTION

Procedure 1 (Adding a payer form)

  1. Click the Payer List button.
  2. Choose the payer the form will be added to.
  3. Click the Add Form button.
  4. Choose federal or a state from the Federal/State/Local drop down menu.
  5. Choose the form type from the Form Name drop down menu.
  6. Fill in the necessary fields on the form and click Save.
  7. Click OK to close the form.

Procedure 2 (Editing a payer form)

  1. Click the Payer List button.
  2. Choose the payer with the form to be edited.
  3. Double click on the form in the form list.
  4. Make the necessary changes to the form and click Save.
  5. Click OK to close the form.

APPLIES TO

  • Yearli 2014 - Current