View or Print a Detail Report Before Filing
The detail report is available to view in your account by selecting the Detail Report link in the form list or on the Final Review screen during the e-file process. This detail report provides a breakdown of every form currently entered for that payer. This report is a .CSV formatted Excel spreadsheet that will separate each form by form type.
The information displayed will include:
- Totals for each form type.
- Box by box entries for each form.
- Recipient information for each form.
View or Print a Detail Report After Filing
- Log in to your Yearli account.
- Click on E-File History.
- Click on the View Details link next to the batch of forms that you'd like to print the detail report for.
- Click on the Detail Report link on the right.