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Yearli Guide
Have questions? Our knowledge base has answers.
  1. Yearli.com
  2. Getting Started With Yearli
  3. 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
  • Saving Forms to Complete at a Different Time
  • Creating Forms by Manual Data Entry
  • Importing Some Data and Manually Entering the Rest
  • Add or Update Payer and/or Recipient Information
  • How to Use the TIN Matching Service
  • Filing Forms with Foreign or Military Addresses
  • How to Submit State and Local Form Copies
  • How to File for an Extension

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