Premier

Yearli Premier was designed to be flexible, with many filing options. Select all-inclusive filing, choose from several bundled packages or file à la carte (federal, state or recipient individually). These options allow you the power to choose how and when you want to file.

With Yearli Premier, there is no right-way to file, only the best way for your business. Choose all-inclusive filing to quickly and easily meet all filing requirements (federal, state and recipient). For more control, file à la carte. This allows you to meet each filing requirement separately and make necessary corrections before moving on to the next filing requirement.

Our cloud-based infrastructure provides you with secure access to Yearli Premier anytime, anywhere, without the hassle of downloading software. In this environment, you'll always have access to the latest program updates, ensuring you're in compliance with the latest filing regulations.

When you use Yearli Premier, all of your data is stored in a secure environment, behind multi-factor authentication. Best of all, we don't charge additional fees for data storage or limit the size of your files.

With Single Sign-On (SSO), available in Yearli Premier for $499 annually, user login credentials will authenticate with Okta and Microsoft Azure Active Directory identity and access management platforms. This allows enhanced security and a better user experience than Multi-Factor Authentication (MFA).

Advantages of SSO:

1. Reduces administration (IT) costs and time.
2. Leverages existing platforms: Utilize your current identity management resources to better manage and authenticate user credentials.
3. Increased user adoption: Easy to sign up and manage.
4. Improved user experience: No need to remember all usernames and passwords.
5. Enhanced security.

SSO with Yearli Premier makes sense for your organization if:

• You currently use Okta and Microsoft Azure Active Directory
• You’re looking for increased security
• You want a better login experience

Contact Us to add it to your package (additional add-on cost applies).

Filing W-2, 1099 and 1095 forms from previous years is simple with a Yearli Premier subscription. Yearli Premier allows users to file forms from prior years to the IRS/SSA and send copies to recipients.

W-2 and most 1099 forms can be filed from the previous three years. 1095 (ACA) forms can be filed as far back as five years. Please contact us for more details.

Unlimited TIN matching is included with your Yearli Premier subscription at no additional cost. Yearli's automated TIN matching service integrates with the IRS database for hassle-free and accurate validation. The Yearli TIN matching service is the best in the industry. We interpret the results for you, delivering an easy-to-understand TIN matching report in one to three business days.

• Available immediately; no enrollment process required.
• Matches the recipient name and TIN with IRS records.
• Decreases CP2100/CP2100A notices and penalty notices.
• Prohibits invalid requests, increasing efficiency by reducing the number of mismatches to be addressed.
• Reduces the time and effort required to deal with backup withholding and penalty notices.
• Reduces the likelihood of paying penalties because the IRS will consider a penalty waiver if the payer used TIN matching and received a positive match response.
• Provides email notifications when a request is submitted to the IRS and when the report is ready.

Penalties can be costly and B-Notices take time. Avoid both by using the Yearli TIN matching service.