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Payers and Recipients

11 How do I delete a recipient?

SYMPTOM How to delete a recipient in the Yearli program. RESOLUTION Procedure 1 (Delete a recipient) Click the Payer List button. Double click on the payer name. Choose the recipient to be deleted. Click the Delete Recipient button. APPLIES TO Yearli 2014…

12 How do I delete multiple payers?

SYMPTOM How to delete multiple payers in the Yearli software. RESOLUTION Procedure 1 (Deleting multiple payers) Note: Deleting payers is permanent and cannot be reversed. Once a payer has been deleted from the program it can only be restored from a backup.…

13 How do I delete multiple recipients with no returns?

SYMPTOM How to delete multiple recipients with no returns in the Yearli software. The Delete Recipients With No Returns feature allows users to delete recipient information for any recipient that does not have a return. This feature can be used as a batch…

14 How do I delete multiple recipients?

SYMPTOM How to delete multiple recipients for the selected payer in the Yearli software. RESOLUTION Procedure 1 (Deleting multiple recipients) Note: Deleting recipients is permanent and cannot be reversed. Once a recipient has been deleted from the program…

15 How do I edit a payer?

SYMPTOM How to edit a payer in the Yearli program. RESOLUTION Procedure 1 (Edit a payer) Click the Payer List button. Choose the payer to be edited. Make the necessary changes to the fields. Click Save. APPLIES TO Yearli 2014 - Current

16 How do I edit a recipient?

SYMPTOM How to edit a recipient in the Yearli program. RESOLUTION Procedure 1 (Edit a recipient) Click the Payer List button. Double click on the payer name. Choose the recipient to be edited. Make the necessary changes to the fields. Click Save. APPLIES…

17 How do I enter foreign address information?

SYMPTOM How to enter foreign address information to a payer or recipient in Yearli. RESOLUTION Procedure 1 (Entering foreign address information to a payer) Click the Payer List button. Check the Foreign Address checkbox. Choose the applicable country from…

18 How do I setup my payer to file to state agencies?

SYMPTOM Requirements for creating state forms. State forms need to have several areas filled out in the payer information screen and in the return before information will carry to the associated form. RESOLUTION Procedure 1 (Setting up a payer) Click on the…

19 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:…

20 How to use the Payer List

SYMPTOM How to use the Payer List tab? RESOLUTION Procedure 1 (Using the Payer List tab) You can select a payer to work with recipients and returns. The Payer List tab gives you access to preparing State Withholding forms and Federal forms 940/Schedule A,…