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Payers and Recipients

1 How can I search for a recipient?

SYMPTOM How can I search for a recipient under a payer? 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, type the search criteria in the empty field above…

2 How do I add a payer?

SYMPTOM How to add a payer in the Yearli program. RESOLUTION Procedure 1 (Creating a payer) Click the Payer List button. Click the Add Payer button. Fill in the necessary fields. Click Save. Note: For e-filing, the payer address and phone number fields are…

3 How do I add a recipient?

SYMPTOM How to add a recipient in the Yearli program. RESOLUTION Procedure 1 (Adding a recipient) Click the Payer List button. Double click on the payer name. Click Add Recipient. Fill in the necessary fields. Click Save. Note: For E-Filing, the recipient…

4 How do I add or edit a payer group?

SYMPTOM How to add or edit a payer group in Yearli. RESOLUTION Procedure 1 (Adding a new payer group) Click the Payers & Recipients menu at the top of the screen. Choose Open Payer Group List... Choose Add. Name the payer group by changing the name in…

5 How do I add or edit payer or recipient notes?

SYMPTOM How to add or edit Payer/Recipient Notes in the Yearli program. RESOLUTION Procedure 1 (Adding or editing Payer Notes) Note: Payer Notes will not be printed on any form or journal. Click the Payer List button. Click the Payer Notes button. Enter the…

6 How do I add or edit payer state information?

SYMPTOM How to add or edit payer state information. After completing the payer state information: State ID numbers will automatically fill in on the W-2 return information screen after selecting the state(s). State specific forms can be added to the payer.…

7 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…

8 How do I add, edit, and delete a covered individual?

SYMPTOM How to add, edit, and delete a covered individual in the Yearli program. RESOLUTION Procedure 1 (Adding a covered individual) Click the Payer List button. Double click on the payer name. Select the recipient to add the covered individual(s) to. If…

9 How do I copy recipients from one payer to another?

SYMPTOM How to copy recipients from one payer to another in the Yearli program. RESOLUTION Procedure 1 (Copying recipient information from one payer to another) Click the Utilities menu. Choose Copy Recipients to Multiple Payers. Choose the recipient you…

10 How do I delete a payer?

SYMPTOM How to delete a payer in the Yearli program. RESOLUTION Procedure 1 (Delete a payer) Click the Payer List button. Choose the payer to be deleted. Click the Delete Payer button. APPLIES TO Yearli 2014 - Current

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