Provide secure access to your account by enrolling in at least one form of multi-factor authentication (MFA): (1) Phone, (2) Text or (3) Google Authentication. To Update Your Multi-Factor Authentication:

1. Login to Yearli Portal
2. Click "Settings" in the left navigation
3. Select Multi-Factor Authentication
4. Choose one or more MFA options using the toggle switch

A team is a group of users working towards the same goal, creating and filing forms. A team can be created based on location, department, permissions or access to payers or form types.

Using a team will establish workflow management, security and efficiency and organization allowing multiple users to work simultaneously. The established workflow allows for employees to create specific forms and for the administrator users to e-file them. Using a team allows payers to be accessed by the appropriate team and the team members.

Reports are printable for your records only and cannot be filed with any government agency. The detail and summary reports can be printed prior to the checkout process or after the forms are submitted. For detailed steps on how to generate and print either of these reports, please see the How to Generate a Report that Summarizes Submissions or How to Generate a Report that Shows All Data Entered knowledgebase documents.

With Yearli Portal, managers can post a message to recipients, approve/reject recipient accounts, activate paperless enrollment, exclude paperless delivery and much more.

Yearli Portal's Print Service section enables Management Users to submit their printing preferences for each enrolled form type. This form must be submitted annually in Oct. to ensure your selections are updated for the print vendor.

Do you need to easily and quickly communicate information about the online form portal to your recipients? We've created a short video that explains the entire process, from login to print. Just share the link below.