Creating Forms by Manual Data Entry

1. Log in to your Yearli account.
2. If you are not on the Home page, click Home button at the top of the screen.
3. In the blue Getting Started section, click "Form Data Entry".

4. Choose the tax year. (Except for W-2C, only Premier subscribers will have access to prior-year forms.)

 

5. Click the form type needed.

From here, there are 2 ways to manually create a form: 

Method 1: Enter all Payer & Recipient information manually (Example: you are new to Yearli and have no prior data saved).

1. Click Add Payer

2. Enter all required Payer Information fields marked with a * (Yearli will not save a form if all required information is not entered.)
3. Continue to Recipient Information and enter all recipient data marked with a * .
   • Hint:  If you receive "You've entered invalid characters in this field." message, there is a blank space before or after the characters in that field. Simply delete the space in front of or behind the data in that field.
4. Enter all Form information (Boxes 1-4)
5. Enter State information (Boxes 5-7)
   • If you want forms filed to a state, or if you wish for Yearli to validate whether or not state filing is required, you must select a state from the drop down menu. If no state is selected, Yearli will not validate state filing requirements and a form will not be transmitted to the state.
   • If you do not wish to include state filing, check the "Opt out of state e-file" box.

5. Once all data is entered and state filing option is selected, click the Save button in the top right. When data has been saved, a green Saved message will be displayed. Saving the form will also activate both the Add Another button on the top bar and the Finish button on the right side. 

TIP: You cannot progress to the next step or create a new form until the green Saved message appears in the form header.

6. If you wish to create additional forms for that Payer, click Add Another, which will save the Payer data and hide the Payer Information screen while opening a new blank Recipient form below it.
7. Fill out the form for the next Recipient data, click Save and then Add Another until all forms for that Payer are compete.

8. Once you have created all forms for that Payer, click the Finish button on the right, which will bring you to the Forms window where saved forms are stored until you move them into the E-file process.  
   • All Payer and Recipient data will also be saved to your Payer & Recipient database for future use.

9. Or, if you would like to create more forms before moving to the e-file process, click Back on the left side of the screen to return to the Forms List to create the same form type for a different Payer.
10. If you need to create a different form type, either click Back again to return to the Select Forms screen or click Home at the top to bring you back to the Getting Started box.

TIP: You can access all of your saved, but not yet submitted, forms by clicking on the Forms button at the top of the screen.

Method 2: Using existing Payer & Recipient data saved in your account from prior filings.

If you are a returning Yearli user, all Payer & Recipient data from prior years will be saved in your Payer & Recipient database. 

To update existing Payer &/or Recipient data before creating forms, you can access your Payer & Recipients by clicking My Account in the left navigation bar.

This will open the Payer Database.  From here you can click Manage next to each Payer name. This will open that Payer's data base where you can update the Payer's data and/or all Recipient data entered under that Payer.

Once you are ready to create forms for existing Payers, follow steps above to select the form type you would like to create.

1. Once the form type is open, click Start Form next to the Payer you wish to create a form for. 

2. When the Form screen opens, the Payer information will be hidden.  Click Show in the Payer Information box to see the Payer information.  Click Edit to update any information for the Payer. *

*WARNING:  If the Payer has other unsubmitted forms that are in e-file process or in the cart, any changes made to the Payer information will be applied to ALL of the forms, including those in process and in the cart. 

3. To create a form for an existing Recipient click Select Recipient. 

4. Then click Select next to the saved recipient you want to make a form for. 

5. Follow steps 3 - 7 in Method 1 instructions to create and complete the form.

You can access all of your saved, but not yet submitted, forms by clicking on the Forms button at the top of the screen.