2018 Review of Greatland Yearli W-2/1099

Yearli from Greatland Corporation is a complete federal, state, and recipient W-2 and 1099 processing and online filing product. Yearli offers three editions; Free and Performance, which are online filing solutions, and a Desktop version that is designed to be installed on desktop and network computers. Scalable, Yearli is a good option for small to mid-sized businesses that wish to automate year-end compliance form processing and filing.

During the initial setup process, Yearli allows users to import data from a variety of applications, or enter information manually. The product supports processing and filing of all year-end compliance forms. The Core edition of Yearli includes W-2 and W-2c form processing and filing as well as 1099-MISC, 1099-INT, 1099-DIV, 1099-R, and 1099-S as well as 940 and 941 forms. The Performance edition offers processing and filing for additional 1098 and 1099 forms as well as 1095 (ACA) forms. The Desktop edition of Yearli offers complete desktop processing of all forms as well as additional 941, 943, and 945 forms.

The Yearli user interface is easily navigated and offers quick access to form entry and form import options, as well as a submit forms option. Users can also contact support or access the chat option directly from the home page.

Along with federal filing, Yearli also offers state filing services for both W-2’s and 1099 forms. They will also print forms, stuff envelopes and mail forms to recipients by the January 31^st deadline. Also available in the Desktop version of Yearli is the ability to create PDF’s of all forms, which allows users to deliver copies electronically to recipients, or print forms in house and mail to recipients. Yearli also offers online retrieval of forms, with recipients provided access to an online portal via a secure email link, where they can login and download their forms. The option to reprint forms is also available in Yearli.

Yearli supports state e-file options for all states that require W-2 and 1099 reporting, and also supports reconciliation forms from all states. The product also includes TIN verification, which is only available in the Performance and Desktop versions only.

Yearli offers a variety of form options, with users able to print on both pre-printed and blank paper as desired. Integration options are limited to importing data from third-party applications, with Yearli integrating with NetSuite, TOPS, Xero, QuickBooks and Kronos. Users can also import data files using Microsoft Excel or a CSV file.

The product offers a variety of support options with the Core edition of Yearli offering online chat support, while the Performance and Desktop editions offer both telephone and chat support. A fully searchable knowledgebase is available on the Yearli website, with users able to access the knowledgebase 24/7. Users can also submit a question directly to support personnel from the Yearli website. Chat and support options can also be accessed directly from the application itself. The Yearli website also offers links to a variety or resources

Yearli is a good solution for small to mid-sized businesses that want to automate the W-2 and 1099 process. Yearli offers three plans; free, which offers basic online filing of all 1099 and W- 2 forms. The Performance edition runs $79.00 annually and also includes filing for additional forms, TIN matching and ACA reporting. The Desktop edition runs $399.00 annually and also includes additional form filing, additional printing options, such as the ability to print on either blank or preprinted paper, and printable state withholding and unemployment forms. There is an additional per-form assessed for e-filing, with pricing dependent on the version of Yearli being used.

2018 Overall Rating: 4.75 Stars