Forms
When you have finished creating forms and are ready to start the e-filing process, select the Forms button in the top navigation.
Selecting Payers
In Forms, all of the payers you've entered that are ready to begin the E-File process are listed. Confirm the tax year and select one or more payers by clicking the corresponding check box nest to the Payer name and then click the Start E-File button on the right side of the screen, which will be highlighted in blue when a Payer is selected.
Receiving an Error
You might get an error, and that's okay! Click OK on the prompt and Yearli will send you back to the Forms area so you can find out what's going on.
Resolving an Error
To resolve the error you will need to look at your forms. With the payer still selected, click on Forms List.
In Forms List, you will see a list of Recipients. The column labeled Status will indicate if a recipient is ready to e-file or not. In the case of a recipient that isn't e-file ready, click the Edit link associated with their table row.
This will take you to that recipients Form Data Entry page. Here, you'll fix any errors highlighted in red.
After you have fixed all errors be sure click the Save button to save your changes. If the error is fixed, the word Saved will appear in green after clicking.
Once saved, click Back to return to the Forms List page.
From the Forms List page, confirm that the recipient status now displays E-File Ready in green.
Click Back to return to the e-file process.
Start E-File
With your errors fixed you are now back on the Forms page. With your payer or payers selected, click Start E-File.
Filing Recommendations
Based on your data, Yearli will make filing Federal Filing, State Filing and Recipient Reporting recommendations. You can opt-out of a recommended service by clicking on the tile.
When you're ready click Next
Work Needed
This brings you to Work Needed. Yearli validates form data in this step. If additional work is needed, "Sorry...You've got work to do" will appear in red and Incomplete will appear in the Status column in the row of the Payer(s) needing attention. Click Edit in the right column of the Payers needing additional work and Yearli will highlight fields that need data.
If your work is complete, you will receive a "Good News! You're good to go" message.
Click Next to head to the final review.
Final Review
In Final Review you can preview forms in a watermarked .pdf version of the form, download a .pdf Summary Report or a Detail Report in excel format. Reports will contain all data submitted with this batch of forms.
When ready, click Add To Cart to move on.
Your Cart
In the Cart you can Add a Credit Card or select a preexisting one from the credit card dropdown. You can also enter a Prepaid Code, if available.
When ready, click Submit Your Order.
Congratulations!
Yearli will now take over to complete the services you requested. At this point, you can print your Receipt or click E-file Status to review what services you submitted and track their status.