IRS-1098 E Statements

You can find the IRS 1098-E Statements function under the Outbound tab. Use this function to view, print and update all unprinted 1098-E Statements.

To Print 1098-E Statements

Select the mail items you would like to print by checking the box to the left of the borrower’s SSN. To select all mail items listed, check the box in the header row next to SSN. 1098-E Statements may be printed individually from the borrower’s mail queue or from this screen in a batch mode.

After you have selected the items you would like to print, click the Print Mail button. A Crystal Reports report viewer provides a read-only display of the bills associated with the Invoice Cycle job.

The control buttons in the report viewer can be used to perform a variety of functions, including page through the bills, printing the bills to a local printer, and exporting the formatted bills to an external file.

To Update a Mail Job

Select the mail items you wish to update by checking the box to the left of the borrower’s SSN (or the top checkbox for all letters), and click the Update Mail button. An update window will display, in which you can enter the following data. Once you have entered the data you would like to update, click on the Apply icon. Click OK to confirm the update or Cancel to return to the update window.

Field Name	Size/Format	Required?	What to Enter
Delete the Mail Items	Radio Button	No	Click the radio button to delete the selected mail items. The mail will be deleted from the system.
Update the Number of Copies	Radio Button/ Drop-down list	No	To print more than one copy of the letter for the selected borrowers, click the radio button and select the desired number from the drop-down list.
Set the Processing Date	Radio Button/ 8 Character Date Field	No	Once the mail has been printed, you can update the processing date by clicking this radio button and entering a new date. The date will default to the current date.