The Form Views Report allows management users to view and download statistics on forms retrieved online by recipients and management users.
How to View All Form View Activity for a Tax Year
- Login to Yearli Portal.
- Select "Reports" from the left pane or select "Manage Reports" from the main page.
- Select "Form Views" from Transactions.
- Select a Tax Year.
- Select the "Run Report" button.
The report will return a summary view for all supported tax forms retrieved online. The counts are grouped by transaction type such as Original, Reissues & Corrections.
How to Filter Results
To query by a form type, transaction type or date range when the forms were retrieved select the filter icon next to the Tax Year.
After the filters are set select the "Run Report" button.
How to Export Results
After running a report you can download a *.csv file with a summary view of the form retrieval counts.
- Select the "Summary" button.
To export a detailed view listing all recipients and management users who have retrieved tax forms select the "Download" icon to the right of the form type row. This will download a *.csv file to your device. Note: The "Downloads" directory is a default location for most browsers.
TIN Masking - By default all TIN's in the exported data will be masked showing only the last 4 digits. If you would like to export the data with the full TIN visible turn off the TIN Masking toggle located in the upper right corner of the Form Views page.