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21 How do I create a Windows Firewall exception for Yearli?

SYMPTOM Creating an exception to Windows Firewall for the Yearli program. RESOLUTION Procedure 1 (Create Windows Firewall Exception) Access the Microsoft SQL Server Configuration Manager. For steps to do this see the Accessing SQL Server Configuration Manager…

22 How do I delete a return?

SYMPTOM How do I delete a return? RESOLUTION Procedure 1 (Deleting a form) Click on the Payer List button. If the return to be deleted is a payer form (ex: 941, NYS-45, 1094-C): Highlight the form to be deleted in the Form List. Click the Delete button on…

23 How do I easily navigate between returns or recipients?

SYMPTOM How do I easily navigate between returns or recipients in Yearli? RESOLUTION Procedure 1 (Navigating returns) The toolbars located at the top of the Returns or Transactions window are designed to give you the flexibility to move between recipients…

24 How do I export the information in Yearli to CSV?

SYMPTOM How do I export payer, recipient, and form information that exists in Yearli to a CSV file? RESOLUTION Procedure 1 (Exporting information to a CSV file) Note: Forms available for export are W-2, W-2c, 1099 Series (1098, 1099, 5498, and W-2G), 1095-B,…

25 How do I export Yearli Desktop data into a Yearli Excel template?

SYMPTOM How do I export Yearli Desktop data into a Yearli Excel template? RESOLUTION Procedure 1 (Exporting information to a Yearli Excel template) Note: Forms available for export are W-2 and 1099-MISC. Click on the File menu. Choose Export. Choose To Yearli…

26 How do I import sample data?

SYMPTOM How do I import sample data? RESOLUTION Procedure 1 (Importing sample data) Click on Import Data. Choose Import Sample Data. Click OK. APPLIES TO Yearli 2015 - Current

27 How do I send forms to recipients via email?

SYMPTOM How do I send forms to recipients via email? RESOLUTION This process sends forms securely to recipients, based on the email address entered in the Recipient List. If recipients are not receiving their forms electronically, verify that the email address…

28 How do I show hidden folders?

SYMPTOM How do I show hidden folders? RESOLUTION Procedure 1 (Show hidden folders) Show hidden folders Windows 7: Open Windows Explorer. Click on the Organize drop down menu. Choose Folder and search options. Click on the View tab. Under Hidden files and…

29 How do I sort recipients?

SYMPTOM How can I sort recipient information? RESOLUTION Procedure 1 (Searching for a recipient) Click on the Payer List button. Double click on the payer name. On left, above the list of recipients, click the column heading to sort the information by (ex:…

30 How do I use the W-2 Return Information tab?

SYMPTOM How do I use the W-2 Return Information Tab? RESOLUTION Procedure 1 (Using the Return Information Tab) Use the Return Information tab to enter general return information. This includes state and local information, employment information, Box 12 &…