Yearli Q&A

What is the Yearli process to get my IND or NYC clients' forms processed?

Please check this link that outlines the KSMIND Production Process: Yearli - Production Process

What is the Yearli process to get my FTW clients' forms processed?

Can I email forms to Production directly?

Please do not email any completed templates to Production. The completed templates must be stored in DMS so they can be processed

What forms are available for processing in Yearli?

How do I access the Templates to send to a client from DMS?

Can I modify the import files if I want to add additional information?

The import files are locked so that we can maintain a consistent import
Please do not alter any columns
Please use the instructions on each import file to understand how the form operates

What if I want to proof the forms before they are finalized?

Please work with the appropriate processing team on the steps to review the clients' information

How will my client get billed?

Staff will need to setup the Federal Tax Other (TAXOTH) service code and use the 1099 Other Income Reporting template prior to requesting assistance
The exact fees will be exported out of Yearli and billed directly
The time required to import, process and review will also be billed
Any other markups/downs are at the discretion of the client biller

Will the CLient ID, service code, or template information show up on any forms?

What if I use ACS for monthly or quarterly processing?

What about using ACS or CFS Payroll Tools?

I am prepping 1099s for a board that I am on. They are not a client. What Client ID and Job Code should I use when notifying the KSM Production Team?