About Yearli
Yearli is an online year-end tax filing platform for businesses, accountants, and service providers, combining W-2, 1099, and supported 1095 reporting with data imports, validation, TIN matching, federal submission, applicable state reporting, and recipient delivery through different annual plan options.
Yearli helps businesses and professional service providers prepare and submit wage and information returns through an online workflow. Users choose a plan, enter or import information, review flagged issues, and submit forms for federal filing, applicable state reporting, and recipient delivery. W-2 and 1099 reporting is available across the standard plans, while Performance, Premier, and Custom support ACA 1095 filing. Recipient copies can be delivered through printing and mailing or secure online access, depending on the selected options. Data imports from compatible accounting, payroll, and tax software help reduce manual entry, with a generic import template available for additional sources. TIN matching provides another validation tool, offered per form through Core and without matching limits through Performance and Premier. Higher-volume users can select Premier for team management, advanced reporting, flexible filing, and additional printing options. Custom arrangements can include data preparation, tax preparation integration, and an employer portal. Yearli also supports accountants, PEOs, and other providers filing for multiple clients. Core is free to start, while Performance and Premier carry annual subscription charges.
Pros & Cons
- Combines federal filing, applicable state reporting, and recipient delivery within workflows.
- Premier provides team management and reporting tools for larger filing workloads
- Performance and Premier include unlimited TIN matching for checking identification information.
- Compatible software imports and generic templates help reduce repetitive manual entry.
- Annual subscription charges do not include all additional per-form filing fees.
- Team management and advanced reporting require Premier rather than lower tiers.
- Core excludes ACA filing, requiring another plan for supported 1095 reporting.
- Peak pricing can increase total costs around the specified filing dates.
Features
Key features
Send recipient copies through print and mail or secure online delivery, helping businesses coordinate distribution alongside federal and applicable state filing within their selected workflow.
Check taxpayer identification information through per-form matching on Core or unlimited matching on Performance and Premier, helping filers identify potential mismatches before submitting their returns.
Enter information manually or import compatible software data, then review flagged issues before submission, helping users identify potential problems and reduce repetitive data entry work.
File ACA 1095 forms through Performance, Premier, or Custom, helping organizations include health coverage reporting within their selected wage and information return filing service arrangement.
Prepare and submit W-2 and 1099 forms through an online workflow, helping businesses coordinate federal filing, applicable state reporting, and recipient copies from one platform.
Additional features
Prepare W-2 and 1099 returns online and submit them through Yearli, helping businesses manage wage and information reporting without coordinating every filing step separately across unrelated tools and service providers.
Import data from compatible accounting, payroll, and tax software, or use a generic import template, helping users transfer existing records into Yearli rather than manually entering every individual form detail.
Choose recipient print and mail or secure online delivery where available, helping businesses distribute copies alongside agency submission and manage the delivery requirements associated with their selected year-end filing workflow.
Submit forms to the appropriate federal agencies and complete state reporting where applicable, helping filers coordinate required destinations while confirming coverage for their specific forms, jurisdictions, and selected filing options.
Access ACA 1095 filing through Performance, Premier, or Custom, allowing eligible organizations to handle supported health coverage reporting alongside their other forms within the selected year-end filing service and workflow.
Pricing
Annual plans
- W-2 & 1099 Forms
- Quarterly Filing
- Online Chat & Email
- Per-Form TIN Matching
A simple, easy W-2 and 1099 filing program for businesses, designed to meet all filing requirements in minutes.
Source: vendor pricing page →- Everything in Core; plus:
- ACA (1095) Filing
- Unlimited TIN Matching
- Phone Support
- Volume Price Discounts
Everything a business needs for complete W-2 and 1099 filing, plus 1095 (ACA) filing & unlimited TIN Matching.
Source: vendor pricing page →- Everything in Performance; plus:
- Team Management
- Flexible Filing Options
- Advanced Reporting
- Many Printing Options
The ultimate program for filing large quantities (5K+) of W-2, 1099, and 1095 forms, complete with all the tools for your team.
Source: vendor pricing page →Countries & Languages
Interface languages
Billing currencies
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About Yearli
Yearli is an online year-end tax filing platform for businesses, accountants, and service providers, combining W-2, 1099, and supported 1095 reporting with data imports, validation, TIN matching, federal submission, applicable state reporting, and recipient delivery through different annual plan options.
Yearli Details
Yearli's In-App Market Place
Does Yearli have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Plans
Annual plans
- W-2 & 1099 Forms
- Quarterly Filing
- Online Chat & Email
- Per-Form TIN Matching
A simple, easy W-2 and 1099 filing program for businesses, designed to meet all filing requirements in minutes.
Source: vendor pricing page →- Everything in Core; plus:
- ACA (1095) Filing
- Unlimited TIN Matching
- Phone Support
- Volume Price Discounts
Everything a business needs for complete W-2 and 1099 filing, plus 1095 (ACA) filing & unlimited TIN Matching.
Source: vendor pricing page →- Everything in Performance; plus:
- Team Management
- Flexible Filing Options
- Advanced Reporting
- Many Printing Options
The ultimate program for filing large quantities (5K+) of W-2, 1099, and 1095 forms, complete with all the tools for your team.
Source: vendor pricing page →Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (Fr), CNY (¥), INR (₹), USD
Pros & Cons
- Combines federal filing, applicable state reporting, and recipient delivery within workflows.
- Premier provides team management and reporting tools for larger filing workloads
- Performance and Premier include unlimited TIN matching for checking identification information.
- Compatible software imports and generic templates help reduce repetitive manual entry.
- Annual subscription charges do not include all additional per-form filing fees.
- Team management and advanced reporting require Premier rather than lower tiers.
- Core excludes ACA filing, requiring another plan for supported 1095 reporting.
- Peak pricing can increase total costs around the specified filing dates.
Yearli's Support Options
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