Tools
Rss Categories

General

11 How do I add Pennsylvania locality information to a payer?

SYMPTOM How do I add Pennsylvania locality information to a payer? RESOLUTION Procedure 1 (Adding Pennsylvania locality information) Click on the Payer List button. Choose the payer. Click on the Payer State Info button. Click Add. Choose PA from the State…

12 How do I add W-2/1099 Agent information to a payer?

SYMPTOM How do I add W-2/1099 Agent information to a payer? Should I be reporting as a W-2/1099 Agent? RESOLUTION Procedure 1 (Adding W-2 Agent information) Click on the Payer List button. Click on the W-2/1099 Agent Info button. Check the Check if W-2 Agent…

13 How do I change my W-2 settings?

SYMPTOM How do I change my W-2 settings? RESOLUTION Procedure 1 (The W-2 Settings window) The W-2 Settings window can be used to set the program to populate state and local wages fields on the W-2 form. Changes made here will apply to all payers in the program.…

14 How do I change the data entry method in Yearli?

SYMPTOM How to change the Data Entry Method in the Yearli program. RESOLUTION Procedure 1 (Changing the default Data Entry Method) Note: This will not make changes to current payers. To change the Data Entry Method of an existing payer, go to Procedure 2.…

15 How do I change where the bulk shipping is being sent?

SYMPTOM How do I change where the bulk shipping is being sent? RESOLUTION Procedure 1 (Changing where bulk shipping is being sent) Select E-file Center. Choose Send Returns. Select appropriate form from the Select Form Type window. Choose Print and Bulk Ship…

16 How do I copy a return?

SYMPTOM How do I copy a return? RESOLUTION Procedure 1 (Copying a form) Click on the Payer List button. Double click on the payer name. Select the recipient to copy the form. Double click the form to be copied in the Form List. Click the Copy button on the…

17 How do I create a 944 form?

SYMPTOM How do I create a 944 form? RESOLUTION Use Form 944 to report income tax you withheld from wages, including tips, supplemental unemployment compensation benefits, and third-party payments of sick pay, as well as Social Security and Medicare taxes.…

18 How do I create a 944-X form?

SYMPTOM How do I create a 944-X form? RESOLUTION Procedure 1 (Creating a 944-X form) Click on the Payer List button. Choose the payer. Click on Add Form. Choose Form 944-X from the Form Name drop down menu. Enter the applicable information.* Click Save. *…

19 How do I create a 945-A Form?

SYMPTOM How do I create a 945-A Form? RESOLUTION Procedure 1 (Creating a 945-A Form) Click on the Payer List button. Choose the payer. Select the 945 Depositor type. Note: The Payer must be setup as a Monthly or Semi-Weekly depositor to access the 945-A Prep…

20 How do I create a new return?

SYMPTOM How do I create a new return? RESOLUTION Procedure 1 (Creating a new form) Click on the Payer List button. If you have not yet created a payer, please see the How do I add a payer? article. Double click on the payer name. Select the recipient to add…