Forms
Once forms are created, they are ready to move through the e-file process. Start the e-file process by selecting the Forms button in the Top Navigation.
Selecting Payers
In Forms, all payers ready for the e-file process are listed. Confirm the tax year in the drop-down menu and select one or more payers by clicking the corresponding check box next to the Payer name.
With payers selected, click the Start E-File button on the right side of the screen.
Receiving an Error
If the Unable to Start E-File error message appears, don't panic! Just click OK on the prompt and Yearli will take you back into Forms so you can make edits to forms with incomplete data.
Resolving an Error
To resolve the error(s), check the box next to the Payer and click on Forms List.
In Forms List there will be a list of Recipients. The column labeled Status will indicate whether or not a Recipient's form is ready to e-file. If Not E-File Ready appears under Status, that form needs to be edited or completed before it can be e-filed. To edit/complete a form, click the Edit link associated with that Recipient.
The Form Data Entry page will open and all errors to resolve will be highlighted in red.
After errors have been fixed, be sure to click the Save button to save the revised data. If the error is fixed, the word Saved will appear in green after clicking.
Once saved, click Back on the left side of screen to go back to the Forms List page.
From the Forms List page, confirm the recipient status now displays E-File Ready in green.
Click Back to return to the e-file process.
Start E-File
Now that all errors are fixed, you will notice on the Forms page that the forms are ready to move into E-File. Select Payers you want to move to E-File by checking the box next to each one and click Start E-File on the right of the screen.
Filing Recommendations
Based on the form data entered, Yearli will make filing recommendations for Federal Filing, State Filing and Recipient Reporting. You can opt-out of a recommended service by clicking on the tile.
Yearli Tip: If the State Filing tile is not illuminated in blue or the number of forms listed under State Filing does not equal the total number of forms submitted, there are 2 possible reasons:
- A state was not selected under State Information when form data was entered.
- If a state was selected under State Information, Yearli has determined that state filing isn't required for that state. To check your data, follow the instructions above titled Resolving an Error.
When forms are ready to e-file, click Next.
Work Needed
Yearli validates form data in this step. If additional work is needed, "Sorry... You've got work to do." will appear and Incomplete will appear in the Status column in the row of the Payer(s) needing attention. Click Edit in the right column of the Payers needing additional work and Yearli will highlight in red and provide instructions for the fields needing additional data or corrections.
If your work is complete, you will receive a "Great news! You're good to go." message.
When all messages in the Status column show Complete, the Next button on the right of the screen will illuminate from grey to blue. Click Next to move to the Final Review step.
Final Review
In Final Review, there are options to Preview Forms as a watermarked .pdf version of the form, download a .pdf Summary Report or download a Detail Report of all forms displayed in an excel format.
When forms are ready, click Add To Cart to move on.
Cart
In the Cart, a credit card can be added by clicking Add a Card under Payment Method. If multiple cards are added, you may select which card to use via the dropdown menu.
When ready, click Submit Your Order.
Yearli Tip: Once forms have been submitted by clicking the Submit Your Order button, the submission cannot be canceled and the forms cannot be recalled. Corrections to forms can be made once the form order shows a Confirmed status in e-file history.
Congratulations!
Yearli will now take over to complete the requested services. Click either button below the Congratulations! notice to Print Your Receipt or click E-File Status to review the services selected and track the form filing status. These functions can also be accessed for all forms submitted under the E-File History button on the Top Navigation bar.