Selecting Specific Forms to File

You can select the forms you want to file for a payer even if some forms for the payer are not ready.

To do this:

  1. Log in to Yearli.
  2. Click on Forms at the top of the screen.
  3. Place a checkmark next to the payer.
  4. Click on Form List.
  5. Uncheck the forms you do not want to submit.
  6. Click Save.
  7. Click Back to return to the Forms screen.
  8. Click Start E-File to start the submission process.
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