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E-file

1 How can I e-file just one form, as opposed to all of the forms for the payer?

SYMPTOM When e-filing, the default process in the program is to send all of the available returns for the selected form type for the selected payer. This process will go through the steps to selecting certain recipients to file, while omitting other returns…

2 How do I change the E-file Center account password?

SYMPTOM How do I change the E-file Center account password? RESOLUTION Procedure 1 (Changing the E-file Center account password) Click on the E-file Center menu. Choose Change / Reset Password. Enter the Old Password. Enter the New Password. In Yearli 2015…

3 How do I check the balance of a prepaid filing code?

SYMPTOM How do I check the balance of a prepaid filing code? RESOLUTION Procedure 1 (Checking the balance of a prepaid filing code) Click on the E-file Center menu. Choose Prepaid Filing Balance. Enter the prepaid filing code. Click Send. APPLIES TO Current…

4 How do I check the status of e-filed forms?

SYMPTOM How do I check the status of e-filed forms? RESOLUTION Procedure 1 (Checking the status of e-filed forms) Click on the E-file Center menu. Choose Status. Place a checkmark next to the order number(s). Click on Order Status Detail. Note: For a full…

5 How do I complete a state reconciliation form when e-filing 1099 forms?

SYMPTOM How do I complete a state reconciliation form when e-filing 1099 forms? RESOLUTION The state reconciliation form is completed during the e-filing process of the 1099 forms. Procedure 1 (Completing state reconciliation form for Form 1099) Click on…

6 How do I complete a state reconciliation form when e-filing W-2 forms?

SYMPTOM How do I complete a state reconciliation form when e-filing W-2 forms? RESOLUTION Procedure 1 (Completing a state reconciliation form for a W-2 filing) Click on the E-file Center button. Note: The Yearli program will check for any available updates.…

7 How do I e-file a 1094-C form?

SYMPTOM How to electronically file a 1094-C form. RESOLUTION Procedure 1 (E-filing a 1094-C form) The IRS requires that 1094-C forms, with the exception of corrected 1094-C forms, must be filed with a batch of 1095-C forms. The 1094-C cannot be filed by itself…

8 How do I e-file a 1095 form?

SYMPTOM How do I e-file a 1095 form? RESOLUTION Procedure 1 (E-filing a 1095 form) Click on the E-file Center button. The program will then check for any available updates. If updates are found they will need to be applied before continuing with the e-file…

9 How do I e-file a 1099 form?

SYMPTOM How do I e-file a 1099 form? RESOLUTION Procedure 1 (E-filing a 1099 form) Click on the E-file Center button. The program will then check for any available updates. If updates are found they will need to be applied before continuing with the e-file…

10 How do I e-file a corrected 1095 form?

SYMPTOM How do I e-file a corrected 1095 form? RESOLUTION Procedure 1 (E-filing a corrected 1095 form) Click on the E-file Center button. Click Next at the Welcome screen. The program will then check for any available updates. If updates are found they will…

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