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Xero Integration

1 Can forms be saved and completed at a different time?

SYMPTOM Can I save my forms and come back at a later time to complete them? SOLUTION During the data entry process click the Save button to save the form. At that time, the form will be saved to the Forms in Progress section of your account. Forms can be…

2 Can I electronically file prior year forms?

SYMPTOM I need to file a form for a prior tax year or quarter. Can I do this on Yearli? SOLUTION W-2, 1099, 1095, Corrected 1099, and Corrected 1095 Forms For W-2, 1099, 1095, Corrected 1099, Corrected 1095 forms, and Corrected 1094-C forms Yearli is capable…

3 Can I print the 1096 or W-3 form?

SYMPTOM I would like to print the 1096 or W-3 form. How do I do this? SOLUTION Yearli takes care of filing the necessary transmittal information to the appropriate government agencies for you. The 1096 and/or W-3 forms are available to print for your records…

4 How do I use the TIN Matching service?

SYMPTOM I would like to use the IRS TIN Matching service available on Yearli. How do I do this? SOLUTION Procedure 1: New user to Yearli that has no payer/recipient data entered If you are a new user to Yearli and have not entered any payers, recipients,…

5 What is online retrieval?

SYMPTOM What is the online retrieval service? SOLUTION Online Retrieval is a service offered by Yearli that allows the recipient to log into a secure website to obtain a copy of their W-2, 1099, or 1095 form. This feature is available when a filing service…

6 What services does Yearli offer for form 1099?

SYMPTOM What services are available for 1099 series forms? SOLUTION For 1099s Yearli offers a bundled service that includes: Federal and State E-filing and Recipient Print and Mail and the optional Online Retrieval service. Electronically file 1099 Federal…

7 What will my recipients receive if I use the online retrieval option for their forms?

SYMPTOM If I use the online retrieval service to send my recipients their forms electronically, what will they receive via email? SOLUTION Shortly after the forms have been submitted, your recipient(s) will receive an email with the subject line of "IMPORTANT…

8 Why does the recipient TIN only show the last four numbers?

SYMPTOM The 1099 or 1095 forms my recipient received only show the last four digits of their SSN or EIN. The recipient copies of the 1099 or 1095 forms in my Yearli account also only show the last four digits of their SSN or EIN. Why is this? SOLUTION When…

9 Do I have to file a 1096 form? Featured

SYMPTOM When filing paper 1099 forms I have to file a 1096. Do I need to file a 1096 form with my electronically filed 1099's on Yearli? SOLUTION The services at Yearli take care of submitting the necessary transmittal information. You do not have to complete…

10 How to import data from Xero into Yearli Featured

SYMPTOM I currently use the Xero software and would like to import data into Yearli to file 1099-MISC forms. How do I import data from Xero into Yearli? SOLUTION The first time using Xero to import data into Yearli you will be required to setup an account…

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