Yearli Home Page
Home serves as the starting point for all your filing work. Let's get to know the page better to help you navigate.
Top Navigation
You can find your Top Navigation displayed across the top of Yearli. It consists of Home, Forms, E-File, E-File History and Cart. As you move through the filing process, the buttons along the top navigation will darken, indicating the page you are on.
Side Navigation
The Side Navigation on the left makes it easy to find useful features within Yearli. For example, you might want to see your TIN Matching results or need to add a new user to your team.
Getting Started
Let's head over to Getting Started. When you are ready to start entering your data you have three options:
- Form Data Entry: Select your forms and manually enter data one form at a time.
- Import Forms/Templates: Import data that is ready or download templates to help prepare your data for import.
- Corrections: Start a correction of a new or previously submitted form.
E-File: Work In Progress
You can find forms and resume your work midway through the filing process by clicking Resume next to the appropriate Payer displayed under E-file: Work In Progress. Alternatively, your complete list of work in progress can be found by clicking the E-file button in your top navigation.
E-File History: Recent Status Updates
The E-file History: Recent Status Updates area shows the status of recent orders you've submitted. This makes it easy to find results quickly without navigating any further within the software. To see your entire e-file history, you can click on View All or click on the E-File History button in your top navigation.
Need Help? Use Resource Center
The Resource Center is your one-stop shop for helpful guides, knowledgebase articles, product announcements and access to Live Chat support. Should you find yourself stuck or unsure of what to do next, make sure to click on the Resource Center, it is always accessible in the bottom right corner of your screen.