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How do I print or save prior year forms?

Views: 2656 Created: 2014-07-11 10:37 Last Updated: 2018-09-17 11:20

SYMPTOM

I would like to print forms I submitted in prior years.  How do I do this?

SOLUTION

To print or save prior year forms:

  1. Login to Yearli.
  2. Click on Form Filing History.
  3. Select 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.
  5. Click Next.
  6. Choose the desired copy of the form(s) to be printed.
  7. Select the Download button.
  8. Open or save the PDF or Zip file as desired.

On Yearli you are able to view and print your forms for the current filing year and two years prior.

Note: Adobe Reader is required to open and/or print forms.

VIDEOS

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

APPLIES TO

  • Yearli Core
  • Yearli Performance