How to Generate a Report That Summarizes Submissions

View or Print a Summary Report Before Filing

The Summary report will summarize all forms currently entered for that payer. It will be separated by form type, payer EIN, and W-2 employment type (if applicable). The summary report can be used to verify the total of all forms entered in Yearli match what is generated by the payroll software.

A Summary Report can be generated from 2 locations in your account: 

• Click the Forms button in the top navigation bar, on the Select Forms page, click the check box next to the Payer you wish to generate a report for, this will turn the Forms List option blue in the right column.  Click on Forms List and you will see the option to generate a Summary Report. 
• You can also generate a Summary Report during the Final Review stage of the E-File process before completed forms are sent to the Cart. 

View or Print a Summary Report After Checkout

After submitting forms, the summary report will summarize the forms in the specific batch. If multiple batches were filed for a specific payer, you will need to download a summary report for each batch.

1. Log in to your Yearli account.
2. Click on E-File History.
3. If needed, select the tax year from the drop-down.
4. Click on the View Details link next to the batch of forms that you'd like to print the summary report for.
5. Click on the Summary Report link on the right to download.
6.