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Yearli Guide
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  1. Yearli.com
  2. Getting Started With Yearli

Yearli QuickStart Guide

  • Welcome to Yearli! Let's Help You Get Started
  • I’m Ready to E-File!
  • Understanding Yearli’s Home Page
  • Onboarding Checklist

Yearli Walkthroughs

  • Importing Payer and Recipient Information from Yearli Desktop into Yearli Web
  • How to Use and Manage Premier Teams
  • Forms Show as Not E-File Ready
  • Legal Characters in Payer or Company Name
  • Red Boxes Appear Around Data Fields when Manually Entering Data
  • How to Edit a Form Already Added to the Checkout Cart
See all 14 articles

Form Status

  • Unable to Find Previously Submitted Forms
  • Canceling or Stopping a Submitted Form or Batch
  • How to Interpret Filing Status Updates
  • Verify Forms Were Submitted to the Government
  • Recipient Mailing and Online Retrieval
  • Checking Selected Services
See all 8 articles

Site Information

  • State Reconciliation Forms
  • What Is Peak Pricing?
  • Differing Features Between Yearli Desktop and Yearli Premier
  • Which Yearli Package is Right for Me; Core, Performance, or Premier?
  • When Can I Start E-Filing?
  • Filing Services Offered by Yearli
See all 10 articles

Compatibility

  • Compatible Browsers, Cookie Settings, and Whitelisting
  • Importing W-2 or 1099 Data from Another Software Program
  • Problems Viewing or Using the Website

Payment Processing

  • Forms of Payment Accepted by Yearli

Reports

  • How to Generate a Report That Summarizes Submissions
  • Generating a Report That Shows All Data Entered
  • What Reports are Available, and What Do They Do?

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