Home serves as the starting point for all filing work. Understanding this page will make navigation through the program easier.
Top Navigation Buttons
The Top Navigation is displayed across the top of Yearli. It consists of Home, Forms, E-File, E-File History and Cart. The buttons along the Top Navigation darken to indicate the current page you are on.
Side Navigation Buttons
The Side Navigation on the left makes it easy to find useful features within Yearli. For example, you can update Login Settings or manage existing Payer & Recipient data under My Account.
Getting Started
Begin entering data into Yearli under Getting Started (highlighted in blue) on the Home page. There are three ways to enter data:
- Form Data Entry: Select the form type and manually enter data one form at a time.
- Import Forms/Templates: Import data that is ready, download templates to prepare data for import, or import data from a third-party software.
- Corrections: Start a correction of a new or previously submitted form, or export multiple forms to be corrected in a template and then reimport.
E-File: Work In Progress
You can find forms and resume work midway through the filing process by clicking "Resume" next to the Payer's name displayed under E-File: Work In Progress on the Home page. A list of all Payers with work in progress can also be found by clicking the E-File button in the Top Navigation.
E-File History: Recent Status Updates
The E-File History: Recent Status Updates area shows the status of recently submitted filings. This makes it easy to find results quickly without navigating further into the software. Your entire e-file history can be viewed by clicking View All or by clicking the E-File History button in the Top Navigation.
Need Help? Use the Resource Center
The blue question mark bubble in the bottom right corner of your screen opens the Resource Center which contains helpful guides, Knowledge Base articles, Product Announcements and access to Yearli Support.