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What services did I select?

Views: 4981 Created: 2014-07-10 14:15 Last Updated: 2018-09-17 11:11

SYMPTOM

I submitted forms through the Yearli site and want to verify what services were included.  How do I check what services were included with my previously submitted forms or forms I am about to submit?

SOLUTION

Procedure 1: Verify services on forms not yet submitted

To check which services are currently selected for the forms in Submit Forms:

  1. Log in to your Yearli account.
  2. Click on Submit Forms.
  3. The services selected are identified below the payer name: Federal Filing, State Filing, and Recipient Delivery.

Procedure 2: Altering the selected services on forms not yet submitted

On Yearli, you have the ability to add or remove the state filing and recipient print and mail services.  Federal filing is standard and cannot be removed.  To edit the service of forms in Submit Forms:

  1. Log in to your Yearli account.
  2. Click on Submit Forms.
  3. To add or remove recipient print and mail, check or uncheck the Opt out of Recipient Delivery box beneath the payer name.
  4. To add or remove state filing, select the Edit in Forms in Progress link next to the payer name.
  5. This will move the recipient forms back to Forms in Progress.  Check or uncheck the Opt out of state e-file box to add or remove the state filing service.
  6. Select the File Forms button to move the forms back to Submit Forms and begin the checkout process.

Procedure 3: Verify services on previously submitted forms

To view the services on previously submitted forms:

  1. Log in to your Yearli account.
  2. Click on Form Filing History.
  3. Click on the Check Status clock icon next to the batch of forms you wish to view the status for.
  4. The services selected for the forms will be displayed on the left side of the screen.  The status for each service will be listed with dates.

VIDEOS

To watch a video on how to check the status of forms filed on Yearli, please click here.

APPLIES TO

  • Yearli Core
  • Yearli Performance