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Yearli Portal
Have questions? Our knowledge base has answers.
  1. Yearli Form Portal
  2. Manage Recipient Data

Upload and Verify Tax Data

  • Upload Tax Forms
  • Approve/Reject Recipient Tax Form Data
  • Revenu Québec’s Approval Process
  • View Sample Tax Forms
  • Make Tax Forms Available to Recipients
  • Send & Receive Files to/from Greatland

Upload Recipient Accounts

  • Upload Recipient Accounts
  • Approve/Reject Recipient Accounts

Recipient Forms

  • View/Print
  • Reissue
  • Edit W-2
  • Correct W-2/W-2c
  • Delete
  • Transaction History
See all 7 articles

Recipient Accounts

  • Add New Account
  • View/Edit
  • Lock / Unlock Access
  • Reset MFA
  • View Enrollment Status

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