Adding State Filing to Submitted Forms

If the state e-filing service was not selected with the original submission, the ability to add state e-filing is available.

Add State Filing as an Additional E-Filing Service

1. Log in to Yearli.
2. Click the E-File History button at the top of the page.
3. Click View Detail to the right of the submission you wish to add state e-filing to.
4. Click Additional E-filing Services under Additional Options.
5. Select the form(s) you wish to add state e-filing to.
6. Click Add to Forms.
7. Check the box next to the Payer.
8. Click Form List to access the forms for editing.
9. Click Edit next to a form.
10. Verify or add appropriate state information.
11. Click Save.
12. Click Back to return to the Forms List.
13. Click Save to save any changes.
14. Click Back to return to the Select Forms screen.
15. Click Start E-File to go to the Filing Recommendations screen.
16. By default the State Filing and the Recipient Reporting will be selected. 
    • To deselect a service click on the service square.
17. Click Next to proceed to the Work needed screen.
18. Click Edit to review the state reconciliation form and make applicable entries, if necessary.
19. Click Save and then Next.
20. Click Back to return to the Work Needed screen.
21. Review the state reconciliation form and make applicable entries, if necessary.
22. Click Save.
23. Click Next.
24. Review the forms at the Final Review.
    • Click the preview link to download form copies to review.
25. Click Add to Cart.
26. Enter the payment information, if necessary.
27. Click Submit Your Order.