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Reports

1 How do I generate a report that shows all data I have entered?

SYMPTOM I would like to print a report that shows all the data I entered. How can I do this? SOLUTION The detail report is available to view in your account by selecting the Detail Report button in the Forms in Progress section. The detail report provides…

2 How do I generate a report that summarizes my submissions?

SYMPTOM Does Yearli have a report that summarizes the data I've entered, similar to a 1096 or W-3? SOLUTION The summary report is available in your account by selecting the Summary Report button in the Forms in Progress section. This report will summarize…

3 What reports does the site offer and what do they do?

SYMPTOM What reporting options does Yearli offer? SOLUTION Yearli offers a Detail Report and a Summary Report for your record keeping convenience. Detail Report This report provides a breakdown of every form currently entered for the payer in Forms in Progress.…