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Excel or .CSV File Import

1 Am I using the most current version of the 1095 and/or 1094 Excel import file?

SYMPTOM Am I using the most current Excel import template for my 1095 and/or 1094 form(s)? SOLUTION Each Excel import template contains a version number on the Home tab. This number will identify what version of the import file is being used. Locate the chart…

2 Can I import some data and key-in the rest?

SYMPTOM I would like to import some data and manually type in the remaining data. Can I do this? SOLUTION You can import a portion of the form data as long as all required fields are filled. If you choose to enter additional amounts or edit amounts, you can…

3 Can I import W-2 or 1099 data from another software program?

SYMPTOM Can I import W-2 or 1099 data into Yearli or do I have to manually key in all the data? SOLUTION Data can be imported from other software programs into Yearli. The data can be exported from the third party software and copied into the Yearli Excel…

4 Can I reimport the same company without losing my existing data?

SYMPTOM I originally imported part of my payer and recipient information. I have since edited my original Excel file and want to do the import again. Will I lose any previously entered data? SOLUTION If the new import file contains recipient names and TINs…

5 Excel import codes for employment type.

SYMPTOM I am attempting to import W-2 forms into Yearli using the Excel import option. It is stating that the Employment Type is a required entry. What should I enter in my Excel file for the Employment Type. SOLUTION The following Employment Type codes should…

6 Excel import codes for kind of employer.

SYMPTOM I am attempting to import W-2 forms into Yearli using the Excel import. It is prompting me about the Kind of Employer field. What do I need to enter in my Excel or CSV file for the Kind of Employer field? SOLUTION The following Kind of Employer codes…

7 How do I create a W-2 or 1099 Excel import file?

SYMPTOM I would like to use the Excel import option on Yearli. How do I create my import file? SOLUTION The Excel import can be used to import any W-2, 1099, or 1095 form on the Yearli site. To create the Excel import file: Log into your Yearli account. Select…

8 How do I select or mark checkboxes on forms while performing an Excel import?

SYMPTOM I am trying to import W-2, 1099, and/or 1095 data into the website. When using the Excel import utility, how can I mark the checkboxes on the forms without having to edit the form after import? SOLUTION To mark a checkbox on a W-2, 1099, and/or 1095…

9 How long will it take to import my 1095-C or 1095-B data into Yearli?

SYMPTOM How long will it take to import my 1095-C and or 1095-B into Yearli? SOLUTION The expected time needed to import 1095 forms is listed below. Please note, these times are the approximate import times; however, based upon the amount of data per form…

10 Microsoft Excel keeps dropping the leading zeros in my Excel file. How do I fix this?

SYMPTOM After reviewing data in the Excel import file, I noticed that all the leading zeros have been dropped from my entries. CAUSE Microsoft Excel formats the data based on the parameters specified for each specific field. If the fields in the spreadsheet…

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