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11 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.…

12 How do I complete the 1094-C?

SYMPTOM Completing the 1094-C form. RESOLUTION Procedure 1 (Completing the 1094-C) Part I: Applicable Large Employer Member (ALE Member) Part I of the 1094-C form includes the payer information that was entered into the Yearli program. This information will…

13 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…

14 How do I correct a W-2 form?

SYMPTOM How do I correct a W-2 form? A corrected W-2 form is called a W-2c. This article will go through the steps of creating a W-2C form that can be e-filed or filed on paper. W-2c forms can be e-filed for the current tax year or 3 years prior in the current…

15 How do I correct recipient information on a 1095-B or 1095-C form?

SYMPTOM How do I correct recipient information on the 1095-B or 1095-C form? RESOLUTION Procedure 1 (Entering a Correction) Click on the Payer List button. Double click the payer name. Highlight the recipient name. Edit the data for the recipient name, TIN,…

16 How do I create a 1094-C form?

SYMPTOM How to create a 1094-C form in the Yearli software. RESOLUTION Procedure 1 (Creating a 1094-C form) Click the Payer List button. Choose a payer. Click the Add Form button. From the Form Name drop down menu, choose Form 1094-C. Check the Yes or No…

17 How do I create a 940 form?

SYMPTOM How do I create a 940 form? RESOLUTION Procedure 1 (Creating a 940 form) Click on the Payer List button. Choose the Payer. Click on the Add Form button. Choose the 940/Schedule A option from the Form Name drop down menu. Choose the appropriate boxes…

18 How do I create a 941-V form?

SYMPTOM How do I create a 941-V form? RESOLUTION Procedure 1 (Creating a 941-V form) Click on the Payer List button. Choose the Payer. Click on the Add Form button. Choose the 941-V option from the Form Name drop down menu. Choose the appropriate quarter.…

19 How do I create a 941-X form?

SYMPTOM How do I create a 941-X form? RESOLUTION Procedure 1 (Creating a 941-V form) Click on the Payer List button. Choose the Payer. Click on the Add Form button. Choose the 941-X option from the Form Name drop down menu. Choose the type of return you are…

20 How do I create a 943 form?

SYMPTOM How do I create a 943 form? RESOLUTION Procedure 1 (Creating a 943 form) Click on the Payer List button. Choose the payer. Choose the applicable depositor type from the 943 Depositor drop down menu. Click Save. Click on the Add Form button. Choose…