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W-2 CORRECTIONS: If you need to file W-2c forms, Yearli can help regardless of whether or not the original form was filed with us. Read More >

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.

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.

Learn More About What's Included

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.

Create Your Yearli Account

Yearli has three options (Core, Performance, & Premier) designed to fit your needs & the needs of your clients.

Enter Data or Import to Yearli

Choose to enter your clients data manually or import directly from popular software packages or ANY source!

Validate Data and Checkout

View, update, and validate data before submitting your forms. Yearli even alerts you to possible errors!

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.

  • PrismHR
  • ADP
  • UKG
  • QuickBooks
  • NetSuite
  • TOPS
  • Xero
  • Workday®
  • IRS E-File Format
  • Zoho Books
  • FreshBooks
  • CS Professional Suite
  • Ellucian
  • CFS Tax Tools
  • FUND E-Z
Learn More About Integrations

Yearli Subscription Options

Core

Sign Up
Free
Annual Subscription + Filing Fees

Performance

Sign Up
$99
Annual Subscription + Filing Fees

Premier

Sign Up
$699
Annual Subscription + Filing Fees

Custom

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Call for Pricing and Purchase
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

What Our Customers Are Saying

4.8
Out of 5.0
Overall rating
based on 70,000+ ratings and reviews.
97%
of customers that buy from this merchant give them a 4 or 5-Star rating.
ELIZABETH I. | January 24, 2024
LOVE how easy friendly this is. 4 year old customer
Cindy L. | January 24, 2024
Quick and super easy to file! I have used it for my personal business and a business I work for. We love the easy flow of data entry!
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