Saving and Printing Forms

In Yearli you are able to view and print forms that have been previously e-filed or newly entered. 

Preview a Form Before Filing 

Forms can be previewed and/or printed with a watermark prior to the checkout process being completed. The preview forms can be downloaded from two places.

• On the form list page
  1. Import or manually enter your forms.
  2. Go to the "forms" page.
  3. Check the box next to the payer you want.
  4. Click "form list" on the right.
  5. Click "preview" on the right.
• On the final review page
  1. Once the forms are in the Final Review stage in the e-file process, click on the Preview Forms link.
     • If there are multiple payers, there will be a separate link for each payer.
  2. The forms will be available in PDF format for viewing and printing.

Print or Save Forms from E-File History

To print or save forms available in E-File History:

1. Log into Yearli.
2. Click on E-File History.
3. Select the tax year from the drop-down menu.
4. Click on View Details next to the batch containing forms you'd like to print or save.
5. At the next screen, click on Download/Print Forms under Reports on the right.
6. Choose the recipient(s) to be printed.
7. Choose the desired copies of the form(s) to be printed.
8. Click the Preview/Download button to download the forms.
9. Open or Save the PDF file as desired.

Yearli keeps 7 years of history on file, most of which can be accessed within your Yearli.com account. If forms filed in prior years are not available in your account, an Archived Form Request will be needed to obtain copies. Click this link to contact Yearli Technical Support. Yearli Technical Support will be able to provide full details and assist with this process. There is a small service fee to retrieve archived records.

Print a Transmittal or Reconciliation

Yearli takes care of filing the necessary transmittal information to the appropriate government agencies for you as well as provides the necessary reconciliation forms.

If you need a transmittal or reconciliation form for your records, please follow the steps below:

1. Log in to Yearli.
2. Select E-File History.
3. Click on View Detail next to the batch of forms you want to print a transmittal/reconciliation for.
4. Click on Download/Print Forms under Reports.
5. Click on the transmittal/reconciliation you want a copy of to download.

Print or Save Forms from "Print Forms" Feature (Premier only)

1. Log into Yearli.
2. Select Print Forms on the left navigation pane.
3. Choose the tax year and form type from the drop-down menu.
4. Select the state, if desired.
5. When the list of available payers with recipients that contained that tax year and form type is displayed, check the box(es) next to the payer(s) to be printed.
6. By default, all available recipients for that payer and form type will be selected for printing. To choose only specific recipients, click the Forms List link to the right. Check or uncheck recipients as desired, select Save, and then Back.
7. From the Form Copy drop-down menu, choose the specific form copy and layout desired.
8. Select Preview/Print.
9. Once the print file is created, click the OK button.
10. Choose to open the Zip file downloaded in the browser.

Yearli keeps 7 years of history on file, most of which can be accessed within your Yearli.com account. If forms filed in prior years are not available in your account, an Archived Form Request will be needed to obtain copies. Click this link to contact Yearli Technical Support. Yearli Technical Support will be able to provide full details and assist with this process. There is a small service fee to retrieve archived records.

Forms are Printing With Watermark

There are two possible reasons your forms have watermarks when previewing or printing.

1. The forms have not yet been submitted (forms are being previewed prior to filing).
   • Submit the forms then download form copies without the watermark through E-File History.
2. The forms were submitted, but not federally filed (only recipient print and mail selected).
   • Re-submit the batch with federal filing selected.

The watermarks are intended to help prevent recipients from using forms which have not been federally filed on their personal tax returns. Copy A (the copy sent to state/federal agencies when paper filing) is not available to download or print through Yearli, so federally-fileable copies will not show up, with or without a watermark.