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1098s


The 1098s report allows you to print a 1098 edit list. The ability to print 1098 forms will be added in a future update.

This Section Includes:

Filters

Options

Reports

 

Filters

 

Calendar Year

Report Type:

oEdit List - The Edit List allows you to review your 1098 detail before generating the forms themselves. Select Print only customers meeting minimum dollar amounts if you want to only view customers who paid a certain amount of interest. When this option is selected use the Minimum Amounts field to specify the minimum interest amount a customer must have paid in order to show up on the edit list report.

For each vendor the 1098 Edit List displays the following information in addition to final totals:

Customer

Account #

Social Security #

Interest

Box #

1098 to be Printed

oPrint 1098s

Print only customers meeting minimum dollar amounts?

Minimum Amount
 

Options

 

Form Type:

oBlank NELCO Forms

oPreprinted Forms

Form to Print

oUniversal

o2 Up

Print 1096 after 1098s finish?

 

Reports

 

Click the Run Report button to generate a preview of the report.

Click the Clear Preferences link to reset all of your report preferences to their default values.

Click the Close Report button to return to the dashboard.

The report displays on the Report Preview page. Refer to the Report Preview help page for more information.