We have created a checklist of items to help you prepare for the season. Review the questions below to ensure you have all the data you need for e-filing.
Source Data
- Will you enter data manually?
- Will you import data?
- What export options does your source application offer?
- Does Yearli offer a software integration for your program?
Data Validations
- Is your import file ready to import?
- Yearli Tip: After import, Yearli will run a series of validations to determine if data is missing or is invalid. If errors exist, an Audit Report can be downloaded from within the program which highlights and explains import errors. When this occurs, data can be fixed in the original file or edited directly in the Audit Report for re-import.
State Reporting
- Does your source data include State reporting data?
- Do you have State specific information ready? (such as State IDs)
- Yearli Tip: During data entry or import, if no state data is entered, the form cannot be filed to the state (the form must include the state abbreviation, state ID, and/or state dollar amounts).
Contractor TIN
- Do you have TINs for all of your 1099 contractors?
Recipient Delivery
- Recipient print & mail service is included in all Yearli Core and Performance Subscription packages.
- Do you want to use Yearli's optional Online Retrieval for Recipient copies?
- Enter valid Recipient email addresses manually or include them in your import file.
- Online Form Retrieval is only available when Recipient Print & Mail service is utilized.
- Yearli Tip: If a Recipient needs a replacement copy of their form after the form has been filed, you can resend the form via email for no charge from your E-File History!