Want a quick way to load recipients into Yearli? Start by clicking on Import Forms/Templates located under Getting Started.
Select Your Software
Yearli partners with many popular software packages. If you see your software listed on the Software Integrations page, click on its tile. If you don't see your software, you can use our very own template by selecting Yearli Excel Import.
Download & Import
Once you click into a software, follow the on screen instructions. You will see a complete list of downloadable form templates for that software. Once, you've finished filling out the downloaded template return to this software page to import the file.
State Compliance Tool
Make sure to check out the State Compliance Help tool. It can tell you if you have any State Reporting Requirements.