Yearli Premier offers many reports to help prepare you before and after you've filed.
Payer & Recipient- Summary of all Payers & Recipients organized by Payer. The reports are delivered as Excel or PDF. This report allows filers to review their Payer & Recipient information as entered in Yearli to verify no additional revisions are required prior to filing.
Returns-Summary of all Returns organized by Payer. The reports are delivered as Excel or PDF. Use the Returns report to verify all form data has been entered accurately for your Payers and Recipients before you submit.
Filing History– Summary of E-File History organized by Payer and Form Type. The reports are delivered as Excel or PDF. It includes a summary of Payer(s) and Recipients included in the filing, the Yearli Confirmation number, and submission time stamp. It allows filers to keep or provide a record to their clients or keep offline for their own records.
Filing Status– Summary of E-File statuses organized by Payer and Form Type. The reports are delivered as Excel or PDF. This report allows filers to provide a Federal, State, and Recipient filing status confirmation to their clients or keep offline for their records.
Data Detail– This is an Excel export of filing information by Payer and Form Type. This report includes payer & recipient form data as well as electronic filing service statuses. It allows Yearli customers to sort, filter, and manipulate their filing data however they prefer for their own purposes.
Master Receipt- An Excel export displaying total spend by Payer. This report includes a breakdown (by Payer) of each submission, form type/quantity, selected services, submission date, payments, and payment method. Meant for easy filtering, this report can be run to include all Payers, individual Payers, or a selection of Payers to determine the overall submission costs. Expected to ease the pain of billing clients properly.
Proforma-A report of all available amount types for a specific form. The actual dollar amounts are blank, to be filled in by hand, to allow for future data entry. Meant to ease the pain of collecting client form information for the new tax year.