IRS IRIS Taxpayer Portal vs Yearli
IRS IRIS Taxpayer Portal
irs.gov
Yearli
yearli.comSide by side
| Figure | IRS IRIS Taxpayer Portal | Yearli |
|---|---|---|
| Price from | Free | $10.75/mo |
| Free plan | Yes | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| API | Yes | Yes |
| Plans published | 1 | 7 |
| Spec score · 1099 Filing Software | 8.3 (#7) | 8.4 (#6) |
| Spec score · Tax Information Reporting Software | 8.2 (#7) | 8.4 (#4) |
| Developer onboarding | A2A onboarding requires an A2A TCC, API Client ID, schema package and Assurance Testing System transmissions. | Integration onboarding is presented as connect, evaluate, plan and launch stages with support discussed during evaluation. |
| Support | IRIS help-desk service is listed Monday through Friday from 7:30 a.m. to 7 p.m. Eastern, with toll-free and international numbers. | Greatland says its filing experts offer online chat, email, and phone support, with expanded hours during the busy filing month. |
| TCC requirement | Using the Taxpayer Portal requires an IRIS Transmitter Control Code, a five-digit code that can only be used for IRIS. | Yearli says filers do not need their own Transmitter Control Code to file 1099 forms through its authorized e-file service. |
| What it does | IRIS is an IRS system for electronically filing information returns through a web portal or an application-to-application channel. | Yearli lets businesses, accountants and service providers enter or import W-2, 1099 and 1095 data, validate it, file with federal and state agencies, and deliver recipient copies. |
Plans
Yearli
- CoreFree
- Performance$129 a year
- Performance$129 a year
- Premier$799 a year
- Premier$799 a year
- CorePrice not published
- CustomPriced on request
In their own words
IRS IRIS Taxpayer Portal
The IRS IRIS Taxpayer Portal is a free web service for filing information returns through the portal or Application to Application (A2A). Portal users can enter data manually or upload CSV files, manage issuer information, keep filing records, download payee copies, submit corrections, and request automatic extensions. Portal access requires an IRIS Transmitter Control Code, a five-digit code used only for IRIS. A2A is an option for filers using third-party or their own software; it can submit thousands of returns, with uploads up to 100 MB at a time. Setting it up requires an A2A TCC, API Client ID, schema package, and successful Assurance Testing System transmissions. CSV formatting guidance and templates are available in the portal. IRIS accepts information returns for tax year 2022 and later. Starting with tax year 2023, filers with 10 or more information returns must file electronically; Forms W-2 are filed with the Social Security Administration. PDF downloads may take up to 10 minutes to appear in portal notifications, and company firewalls may block external downloads.