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:
•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
•Form Type:
oBlank NELCO Forms
oPreprinted Forms
•Form to Print
oUniversal
o2 Up
•Print 1096 after 1098s finish?
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.