Add or Update Payer and/or Recipient Information

Manually Add Payer Data

1. Log in to Yearli.
2. Select My Account in the left navigation pane.
3. Choose the option for Payers & Recipients.
4. Select the button to Add Payer.
5. Enter the payer's information in the fields.
6. Select Save.
7. Choose the Add Another button to enter another payer.
8. Repeat steps 5-7 for all remaining payers.
9. Select the Back button when done entering payers to return to the main payer listing.

Manually Add Recipient Information

1. Log in to Yearli.
2. Select My Account in the left navigation pane.
3. Choose the option for Payers & Recipients.
4. Find the payer in the list.  Select the Manage link to the right.
5. Click the Add Recipient button.
6. Enter the recipient's information in the fields.
7. Select Save.
8. Choose the Add Another button to enter another recipient.
9. Repeat steps 6-8 for all remaining recipients for this payer.
10. Select the Back button when done entering recipients to return to the main recipient listing for that payer.
11. Select the Back button again to return to the main listing of all payers.

Update Existing Payer Data

To add or update payer information in your Yearli account, follow these steps:

1. Log in to Yearli.
2. Select My Account in the left navigation pane.
3. Choose the option for Payers & Recipients.
4. Select the "manage" button next to the payer you want to update.
5. Click the "edit payer" button in the far upper right.
6. Make changes to the payer's information in the fields, as needed.
7. Select Save.

All changes made to payer and/or recipient information will apply to all forms that have not been submitted. This includes all forms currently added to Forms, E-file, and Cart areas of your account.

Update Existing Recipient Data

To add or update recipient information in your Yearli account, follow these steps:

1. Log in to Yearli.
2. Select My Account in the left navigation pane.
3. Choose the option for Payers & Recipients.
4. Find the payer in the list and click the Manage link to the right.
5. Find the recipient in the list and click the edit button.
6. Make changes to the recipient's information in the fields, as needed.
7. Click Save.

All changes made to payer and/or recipient information will apply to all forms that have not been submitted. This includes all forms currently added to Forms, E-file, and Cart areas of your account.

Update Payer Data Within a Form

To add or update payer information in your Yearli account, follow these steps:

1. Log in to Yearli.
2. Select Form Data Entry.
3. Select a form type.
4. To edit an existing payer, choose the Start Form link to the right of the payer name then click Show next to Payer Information and then click Edit next to Payer Information.
   • To add a new payer, choose the Add Payer button.
5. Enter the appropriate payer information as needed.
6. Select the Save button.

All changes made to payer and/or recipient information will apply to all forms that have not been submitted. This includes all forms currently added to Forms, E-file, and Cart areas of your account.

Update Recipient Data Within a Form

To add or update recipient information in your Yearli account, follow these steps:

1. Log in to Yearli.
2. Select Form Data Entry.
3. Select a form type.
4. To edit an existing recipient, choose that recipient from the Select Recipient screen, click Edit next to Recipient Information and then change the information as needed.
   • To add a new recipient, enter the appropriate recipient information as needed.
5. Select the Save button.

All changes made to payer and/or recipient information will apply to all forms that have not been submitted. This includes all forms currently added to Forms, E-file, and Cart areas of your account.