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Yearli

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Features

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Yearli Features

Tax Preparation & Filing

Federal & State Tax Filing Preparation and electronic submission of federal and state tax returns.
Automated Form Filling Auto-population of tax forms using imported data to minimize manual entry.
Return Preview & Validation Review and validation of tax returns before submission to check for errors or omissions.
e-File Support Direct electronic submission to tax authorities.
Multi-Year Filing Capability to file returns for multiple tax years, including prior periods.
Real-Time Calculations Instant updates on tax liabilities or refunds as data is entered.
Tax Extension Filing Assistance in filing for extensions when additional time is required.
Direct Deposit Options for direct deposit of tax refunds into bank accounts.

Income & Deductions Management

W-2 & 1099 Import Importation of income data from W-2 and 1099 forms.
Self-Employment Support Management of income and expenses for freelancers and independent contractors.
Investment & Capital Gains Reporting Calculation of taxes on investment income, including stocks and bonds.
Rental Income Management Handling of income and deductions related to rental properties.
Charitable Contributions Tracking and application of deductions for eligible charitable donations.
Medical & Educational Expenses Management of deductions related to medical costs and educational expenses.
Dependent Credits Calculation of credits and deductions for dependents.
Retirement Income & Contributions Handling of taxation on retirement income and contributions to retirement accounts.

Compliance & Audit Support

Error Checking Identification of errors with accuracy guarantees.
Tax Law Compliance Ensuring adherence to current federal and state tax regulations.
Automatic Updates Incorporation of the latest tax law changes automatically.
Audit Risk Assessment Evaluation of the likelihood of an audit based on return data.
Audit Assistance Provision of support and guidance in the event of an audit.
ID Validation Verification of taxpayer identification numbers.
Self-Employed & Gig Worker Compliance Ensuring proper reporting for self-employed individuals and gig workers.
Nonprofit Support Features tailored for non-profit organizations.
Franchise Tax Compliance Assistance with state franchise tax requirements.

Business & Enterprise Features

Multi-State Support Handling of tax filings for businesses operating in multiple states.
Business Tax Filing Preparation and filing for various business structures (C-Corp, S-Corp, LLC, Partnerships).
Payroll Tax Management Calculation and reporting of payroll taxes.
Sales Tax Management Calculation and tracking of sales and use taxes.
International Reporting Management of reporting requirements for international transactions.
Nexus Management Identification of tax obligations based on business presence in various jurisdictions.
Asset Depreciation Calculation of asset depreciation and tracking of fixed assets.

Integration & Automation

API Integration Customization and integration capabilities with other software systems.
Third Party Integration Connections with additional third-party applications for extended functionality.
Accounting Software Integration Seamless integration with accounting platforms like QuickBooks.
Financial Data Import Importation of financial data directly from banks and brokerage firms.
E-Signature Integration Support for electronic signatures on tax documents.
Estimated Tax Automation Calculation and scheduling of estimated tax payments.

Security & Data Protection

Data Encryption Protection of sensitive information through encryption.
Role-Based Access Control (RBAC) Role-based access to prevent unauthorized modifications.
IRS Security Standards Compliance with IRS regulations for secure electronic filing.
Data Backup Automatic backups and data recovery options.
Two-Factor Authentication (2FA) Enhanced security with an additional verification step.
Fraud Protection Implementation of multiple measures to prevent fraudulent activities.
GDPR and CCPA Compliance Adherence to data protection laws like GDPR and CCPA.

Analytics & Reporting

Customizable Reports Generation and export of detailed tax reports tailored to specific needs.
Cryptocurrency Reporting Calculation of taxes on cryptocurrency transactions.
Tax Planning & Forecasting Provision of future tax projections to assist in planning.

Others

User Management Allows creating teams, assigning roles, and managing users with different permissions for collaborators
Recipient Online Portal Recipients can securely access, view, download or correct their W-2, 1099, 1095 and pay-stub forms.
Offsite Disaster Recovery Data is mirrored to an offsite disaster-recovery site so information can be recovered in case of failure.
ACA Code Generator Free tool helps generate correct ACA (Lines 14-16 on Form 1095-C) codes based on employer inputs.

Brand Name	Greatland
Information	Greatland is a rapidly growing company of more than 135 employee-owners, all focused on building on our position as the leading provider of W-2 and 1099 reporting solutions for businesses.
Founded Year	1974
Director/Founders	Bob Napieralski
Company Size	101-500 Employees