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How do I enter shipping information for my PDF Archive delivery?

Views: 774 Created: 2019-12-06 11:03 Last Updated: 2019-12-23 13:00

SYMPTOM

I want to have PDF copies of the payer forms sent to me.  How do I enter shipping information for my PDF Archive delivery?

RESOLUTION

With the PDF Archive service, PDF versions of the payer copies of the forms will be sent to the email address associated with the Yearli E-file Center account.  The PDF Archive will be sent via a secure email.

Procedure 1 (Entering information for electronic delivery)

  1. Select E-file Center.
  2. Choose Send Returns.
  3. Select the appropriate form from the Select Form Type window and click Next.
  4. Choose PDF Archive and click Next.
  5. Choose the appropriate Payer(s) click Next.
  6. Change the contact name and phone number if necessary and click Next.  The PDF Archive will be sent to the email address tied to the account.  To view what email address was used to setup the E-File Center account see Procedure 2.
  7. Click Next at the E-file Center Summary screen.
  8. Click Send to complete the submission.

Procedure 2 (Verifying the E-file Center account email address)

  1. Click on the E-file Center menu.
  2. Choose Account Setup.
  3. Review email address.

APPLIES TO

  • Current version of Yearli