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How do I print or save my forms?

Views: 3334 Created: 2014-07-10 13:45 Last Updated: 2018-09-17 11:05

SYMPTOM

I would like to print forms I've submitted for this year or prior years.  How do I do this?

SOLUTION

On Yearli you are able to view and print your W-2, 1099, 1095, 941, 944, and 940 forms for the current filing year and two years prior.  Adobe Reader is required to open and/or print forms.

To print or save submitted forms:

  1. Log in to Yearli.
  2. Click on Form Filing History.
  3. Click on the Print Forms & Receipt printer icon next to the batch containing forms you'd like to print or save.
  4. At the next screen, all recipients included in that batch will be displayed.  Check the box next to each recipient that forms will be printed for.  Click Next.
  5. Choose the desired copies of the form(s) to be printed.
  6. Click the Download button.
  7. Open or Save the PDF or ZIP file as desired.

VIDEOS

To watch a video on how to print forms submitted through Yearli, please click here.

APPLIES TO

  • Yearli Core
  • Yearli Performance