IRS-1098 E Reporting Screen Samples

Export File Formats

Export Functions Overview

"How To" Process 1098E Reporting

Field

Purpose/Usage

Calendar Year

The current year will default. The user can select from any of the last five years from the dropdown list.

Add 1098-E to Customer Mail Queue?

Option to add the mail item to the Customer's mail queue. This option should always be set to "Yes", unless the user is creating a test file. The mail item can be printed from 1098-E Statements option on the Export dropdown or from an individual Customers mail queue.

Limit reporting to those exceeding $600?

This defaults to "No", but can be changed using the dropdown list.

Write 1098-E history record for Customers?

Unless running a test file, this option should be "Yes".

Limit reporting to those exceeding $600?

Select "Yes" or "No" from the picklist

Sort Customers by

Select the desired sort order for the report from those in the picklist.

Is this a Test or Real File?

Both can be sent to the IRS. The Test file will be indicated as such.

Submit as an Original or Replacement File?

Extract file will indicate to the IRS what type of file it is.

If this is a replacement file what is the Name of the original file?

Enter Original file name if the one being run is a Replacement.

Extract File Name

The name of the file.

Overwrite existing files?

This option is used to overwrite the date if there is an existing file of the same name.