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Can I import some data and key-in the rest?

Views: 2080 Created: 2017-06-02 16:47 Last Updated: 2017-06-02 16:47

SYMPTOM

I would like to import some data and manually type in the remaining data.  Can I do this?

RESOLUTION

You can import a portion of the form data as long as all required fields are filled.  If you choose to enter additional amounts or edit amounts, you can do so after the import is complete.  Currently, the following information is required to import:

  • Payer or Employer information (W-2, 1099, 1095 forms)
  • Recipient or Employee information (W-2, 1099, 1095 forms)
  • At least one dollar amount (W-2, 1099 forms)

Once data is imported, you can edit the forms by:

  1. Click on the Payer List button.
  2. Double click on the payer.
  3. Choose the recipient.
  4. Double click on the form you wish to edit.

You can also import forms and manually enter additional forms at any time.

APPLIES TO

  • Current version of Yearli