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Yearli seamlessly integrates with popular software packages to easily and quickly import your data. View Popular Integrations

Third-Party Administrators

Yearli provides third-party administrators (PEOs, Reporting Agents, Benefits Administrators) with a simple and intuitive solution that meets the needs of their clients. Utilizing an easy and efficient data import, Yearli provides a complete federal, state and recipient filing solution.

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Perfect For TPAs & PEOs

Use Yearli to file forms for your clients! Yearli is a complete federal, state, and recipient W-2, 1099 and 1095 filing program. Simply enter or import your data and Yearli will file to the federal government, applicable state agency and send (via email and mail) copies to your recipients. Yearli has three options designed to fit your budget and business needs.

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All-Inclusive Filing Program

Yearli, the most complete W-2, 1099 and 1095 filing program on the market, delivers everything you need to file with the appropriate federal and state agencies and send (via email and mail) copies to your recipients.

Yearli is all-inclusive. Simply enter your data or import directly from any source and Yearli will file to the federal government, applicable state agency and send copies to your recipients.

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Wide Selection of Forms

TPAs filing year-end and quarterly forms need a filing program that fits a wide variety of businesses. Yearli was designed with this in mind. Yearli is complete and robust with the ability to satisfy businesses of all sizes, yet flexible enough to accommodate almost any budget and filing need.

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How To Use Yearli

Filing forms through Yearli is a simple process, designed to help your Accounting firm file forms to the Fed and state and send copies to recipients.

  • Badge green create choose account
    Create Your Yearli Account
    Yearli has three options (Core, Performance, & Premier) designed to fit your needs & the needs of your clients.
  • Badge blue enter import data
    Enter Data or Import to Yearli
    Choose to enter your clients data manually or import directly from popular software packages or ANY source!
  • Badge grey validate data
    Validate Data and Checkout
    View, update, and validate data before submitting your forms. Yearli even alerts you to possible errors!
  • Badge red we take care of the rest
    Yearli Takes Care of the Rest
    Yearli files to the IRS/SSA, applicable state agency, and sends copies to recipients (email, print/mail & postage).

Seamless Integration

Yearli seamlessly integrates with popular software packages to easily and quickly import your wage and information reporting data.

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Yearli Subscription Options

Core

Free
to start
Annual Subscription + Filing Fees

Performance

$129
a year
Annual Subscription + Filing Fees

Premier

$799
a year
Annual Subscription + Filing Fees

Custom

Let our experts design a custom solution to fit your needs
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Federal E-File
Direct State Filing
Recipient Print & Mail
Recipient Online Retrieval
Robust Data Integrations
W-2 & W-2c Forms
Most 1099 Forms
94X Forms
Online Chat
Email Support
Phone Support
1098 Forms
1095 (ACA) Forms
Additional Forms Library
Unlimited TIN Matching
1042-S Forms
Local Printing
Multi-User Licenses
Advanced Data Reporting
User Permissions & Teams
Prior Year Reporting
Single Sign-On (Additional Cost)
Employer Forms Portal
Custom Mail Inserts
Canadian & Puerto Rico Forms