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41 What is the E-file Center summary window?

SYMPTOM What is the E-file Center summary window? RESOLUTION Procedure 1 (Using the E-file Center summary window) The E-file Center summary window is used to review what information is being sent to the Yearli E-file Center system for processing. This screen…

42 What keyboard shortcuts are in the program?

SYMPTOM What keyboard shortcuts are available in Yearli Desktop? RESOLUTION Menu Bar Shortcuts The functions appearing in the menu bar can be accessed either with a mouse or by pressing the Alt key and the appropriate (underlined) menu letter. Menu Option…

43 What network environments are compatible with Yearli Desktop?

SYMPTOM I want to install Yearli Desktop on my network. What network environments are compatible with Yearli Desktop? RESOLUTION Yearli Desktop currently supports LAN and Citrix based environments. It can be installed in a traditional network setup with a…

44 What shipping method should I select for bulk shipping?

SYMPTOM What shipping method should I select for bulk shipping? RESOLUTION Procedure 1 (Selecting shipping method for bulk shipping) Select E-file Center. Choose Send Returns. Select appropriate form from the Select Form Type window. Choose Print and Bulk…

45 What will my recipients receive if I use the online retrieval option for their forms?

SYMPTOM If I use the online retrieval service to send my recipients their forms electronically, what will they receive via email? RESOLUTION Shortly after the forms have been submitted, your recipient(s) will receive an email with the subject line of "IMPORTANT…

46 Year-end data entry vs Quarterly data entry

SYMPTOM What’s the difference between Year-end data entry and Quarterly data entry? RESOLUTION Procedure 1 (Difference between Year-end data entry and Quarterly data entry) Year-end data entry (Annual Returns) Annual returns are entered once (usually at…