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81 How do I setup automatic Social Security and Medicare Withheld calculations?

SYMPTOM How to setup W-2 preferences to automatically calculate Social Security and Medicare Withheld calculations. Yearli offers several default calculations that can be enabled in the W-2 Preferences screen. The W-2 preferences window allows you to enter…

82 How do I setup custom calculations?

SYMPTOM How to add a custom calculation in the Yeari software. Even though Yearli has many built in calculations for many different situations, there still may be times when you will need to create custom calculations. Calculations help automate data entry…

83 How do I setup W-2 preferences?

SYMPTOM How to setup W-2 preferences, and what each preference does. RESOLUTION Procedure 1 (Access the W-2 preferences window) Click the Payer List button. Choose the desired payer. Close the Payers & Recipients window. Select the Settings menu. Select…

84 How do I use the Default button for recipient forms?

SYMPTOM How the Default button is used for recipient forms. The Default button will automatically populate the information entered in the Default screen each time a new form of that type is created. RESOLUTION Procedure 1 (Accessing and using the Default…

85 How do I zero recipient forms?

SYMPTOM How to zero return data in the Yearli software. The zero returns feature allows users to delete the amounts on the returns for each recipient. RESOLUTION Procedure 1 (Zeroing return data) Note: Zeroing returns is permanent and cannot be reversed.…

86 How to I create a W-3c?

SYMPTOM How do I create a W-3c? RESOLUTION Procedure 1 (Creating a W-3c) Click on the Payer List button. Choose the payer. Click on Add Form. Choose W-3C from the Form Name drop down menu. Fill in the necessary fields on the form. Click Save. Procedure 2…

87 What do the buttons on the recipient form data entry screen do?

SYMPTOM An explanation of what each button does on the form data entry screen for W-2, 1099, and 1095 forms. RESOLUTION Procedure 1 (Explanation of buttons) Calcs: Use the Set Calculations window to create and assign user-defined calculations for Form W-2.…

88 What wages should I include on the W-3 form?

SYMPTOM What wages should I include on the W-3 form? RESOLUTION Procedure 1 (Selecting the wages to be included on W-3 form) During the import of W-2 data, you may be asked which wages should appear on the W-3 for each Payer. You will need to indicate which…

89 When should I e-file a W-2c to fix incorrect data filed on a W-2?

SYMPTOM I mistakenly filed incorrect data on a W-2 form. How do I know if I should electronically file a W-2c? SOLUTION If the incorrect data on the original W-2 form was one of these item, do not file a W-2c to the federal government. The SSA does not require…

90 Why is the employee information not flowing to the 941?

SYMPTOM Why is the employee information not flowing to the Form 941? RESOLUTION Procedure 1 (Checking the W-2 entries) Click on the Payers List button. Double click on the payer name. Highlight a recipient name. Double click on the W-2 form in the Forms List.…