McLeod - How to Import Data

Exporting from McLeod

W-2 and 1099 data can be compiled within LoadMaster® and PowerBroker®, exported as an Excel (.xlsx) file, and imported to Yearli following the steps below.

• Complete the following steps as explained in the Tax Guide – W-2 / 1099 Preparation & Printing document (McLeod Software Financial Software Services, 2021).
  1. Run the Copy Tax Definition Records program.
  2. Add or update the Tax Year Setup.
     • W-2 / 1099 form templates do not have to be configured within this screen.
  3. Verify that 1099 payees and vendors are set to receive a 1099 as applicable.
  4. Set the 1099 box code in Payables History.
  5. Run the Transfer Tax Data program.
  6. Review and verify tax data.
     • If health care costs are to appear in box 12 (code DD) of the W-2, costs must be entered or imported prior to running the Transfer Tax Data program.
     • Refer to the Tax How-to – Health Care Cost Reporting for W-2 document (McLeod Software Financial Software Services, 2021).
• Within the Tax Data Review screen (Sys Admin | W-2/1099 | Tax Data Review), query records for the tax year as follows:
  1. Use the Search toolbar button.
  2. Populate the Tax year field with the appropriate year.
  3. Execute the search.

• After executing the search, select the List button to list records.

• From the Tax Data Review Listing screen, select the Config button.

• From the List Configuration screen, verify that column checkboxes are selected to include all columns in the listing.
  • The Show All button can be used to select all columns.

• Click OK to return to the listing.

Caution: It is recommended to verify data for the tax year within the listing or Tax Data Review screen before exporting to the third-party filer.

• From the Tax Data Review Listing screen, right-click on one of the grid rows and select Export to Excel.

• From the Save File screen, navigate to an appropriate location on the computer or network where the file should be placed.
  • Ensure that the selected file location allows access for users that will need to access the file.
• After navigating to the appropriate location, type a name for the file at the end of the File name field.

• Select “Microsoft Excel 2007+ (*.xlsx)” within the Files of type field.
• Click the Save button.

Importing into Yearli

1. Log in to your Yearli account.
2. In the blue Getting Started section, click the "Import Forms / Templates" button.
3. Scroll down to the McLeod import option, and click the box to select it.
4. Select the form type to import.
5. Click "Browse for File".
6. Locate the export file created with the steps above.
7. Highlight the file and click "open".
8. Click "Import".
9. If there are errors in your file, please see the How to Resolve Errors When Importing Data
   article.