Loan Processing > Reports >

1098s

 

         

 

 

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 Help page contains the following sections:

Report

Edit List

 

 

Report


Select the Calendar Year for which you wish to print the 1098s edit list. The Report Type is Edit List.

 

 

Edit 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

 

Click Run Report to display a preview of your 1098 Edit List report. Once the preview displays you can navigate the pages, export to several formats (e.g., PDF, Excel, Word), and Print. Click Report Preferences on the blue bar above the report preview to return to Report Preferences.

 

 

Compiled on 10/16/2018 10:23:13 AM